CLIENT PORTAL CHECKLIST - ATOM
Client On-boarding Checklist (ATOM) – Form 1040
Client Set-up for: _____________________________________________________
Client Set-up by: ________________________________ Date: _______________
Taxpayer Information:
☐Taxpayer Name
☐Taxpayer SSN
☐Taxpayer ID
☐Address
☐Taxpayer Contact Number
☐Taxpayer E-mail Address
☐Spouse Name, if any
☐Spouse SSN
☐Spouse ID
Dependent Information:
☐Dependent Names
☐Dependent SSN(s)
☐Dependent Birth Certificates
Agent Information:
☐Agent Name
☐ Agent E-mail Address
Documents:
☐POA – Taxpayer
☐POA – Spouse
☐2-year Prior Year Returns
Client with Schedule C:
☐Yes
☐EIN Letter
☐Year-to-date Comparison – Balance Sheet Statement
☐Year-to-date Comparison – Profit and Loss Statement
☐ 2-Year Comparison – Balance Sheet Statement
☐ 2-Year Comparison – Profit and Loss Statement
☐ Accountant Access Provided
☐Bookkeeping
☐Payroll
☐No
Tax Planning Client:
☐Yes. Details of Engagement Included in Permanent Notes
☐No
☐ Send link to client to access portal
☐ Personal Account is linked to Business Accounts
Other Comments:
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