Not all forms will be applicable to you. When you find ones suitable, hover your mouse or click the bolded text to access the form.
REMINDER: PLEASE SUBMIT EVERYTHING TOGETHER AND IN ONE EMAIL.
NEW CLIENT?
NEW CLIENT FORM – ONE PER FAMILY HOUSEHOLD – Please complete this form if you have not had tax preparation services by KeyPoint before. This allows us to gather the needed information to simply start the form.
EVERYONE
MANDATORY ANNUAL CHECKLIST – ONE PER FAMILY HOUSEHOLD – If you have wildly different portfolios, you are welcomed to fill out one each, but not necessary for ‘normal’ tax situations.
SOLE PROPREITOR BUSINESS or PARTNERSHIP BUSINESS INCOME
NOTES: We are going to accept the totals you provide. We trust you to keep the receipts and the tally of how that number came to be. We may ask you further questions on a total, but let us prompt that.
If you have added us to your Quickbooks Online, Please add that in the notes section on Page 2. It can be difficult to remember where all data is – that will help us locate it quickly!
RENTAL PROPERTY/INVESTMENT PROPERTY INCOME
RENTED PORTION OF PRINCIPAL RESIDENCE – If you rent out the basement, another apartment, or any part of the land, complete this form.
HOME AND AUTO – Complete only Auto Portion
SALE OF RENTAL/INVESTMENT PROPERTY
UNDERUSED HOUSING TAX (UHT) – If you own a property as part of a partnership or a corporation you will/may have to complete a UHT filing. In most cases, you are filing to obtain the exemption but you still must file by April 30th.