Brenner & Elsea-Mandojana, LLC

 

 

Here are the Supplemental Templates to accompany the Tax Organizer/Questionnaire in Intuit Link.  We use these templates to gather additional information necessary to prepare your 2019 tax returns.  Please fill out each template that corresponds to your circumstances, and save the file.  Upload the completed template back to us through Intuit Link or any other one of our File Transfer methods.

       

2019 - Templates

• Rental Properties

• Foreign Earned Income / Housing Exclusion

• Foreign Bank Accounts and Foreign Financial Assets

 

 

 

New Due Diligence Requirements:  The Tax Cut and Jobs Act signed into law in December 2017 requires expanded due diligence requirements to claim certain tax credits on your 2019 tax return.  The expanded requirements do not permit us to send you a template for the following, as in prior years.  We must now send you personalized emails and/or schedule phone conversations to ensure that we have adequately documented the required questions and your responses to claim any of three tax credits

 

2019 - Due Diligence Questionnaires

• Child Tax Credit Due Diligence Questionnaire

• Head of Household Due Diligence Questionnaire

• American Opportunity Tax Credit Due Diligence Questionnaire