Customer Information Worksheets CrossLink Admin October 17, 2022 19:14 Updated We have developed two resources to assist our tax preparers with gathering information on their tax customers. Tax Customer Information Worksheet - Current Year (2022) Tax Customer Information Worksheet - Prior Year(s) Related articles SCH C Due Diligence Documents Insolvency Worksheet SCH A Due Diligence Documents Mileage Log Recordkeeping SCH E Due Diligence Documents Comments 0 comments Please sign in to leave a comment.
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