Free, Downloadable Client Facing Documents

Available in English and Spanish

TaxAct Professional understands that time is limited and precious for tax preparers. To help save you time and energy as you get ready for the upcoming tax season, we’ve created a few client-facing documents for you to download for free.

Available Documents

• Engagement letter (English and Spanish versions)

• New customer tax questionnaire (English and Spanish versions)

• Returning customer tax questionnaire (English and Spanish versions)

• Non-resident tax questionnaire (English and Spanish versions)

To access this document library, complete the form below and once submitted a pop up window with have a link to download what you need. We hope you find this content beneficial!

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The material and information combined in these forms is for general information purposes only. You should not rely upon the material or information as a basis for making any business, legal, or any other decisions. TaxAct makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the forms provided for any purpose.