Work Process Sample Clauses

Work Process. WORK TO BE COMPLETED: Unless otherwise stated as described under the “Special Circumstances” section below, I will complete the following work as part of this engagement: 1. Prepare your individual federal and home state tax return, and any additional state return where filing is required due do withholdings; for the contracted tax year. Returns are prepared based on data that you provide or on estimates where actual documentation is not available. No additional tax return preparation, bookkeeping or accounting procedures will be performed. 2. Electronically file the tax return and provide you with evidence of acceptance of the electronic filing, unless paper filing or other arrangements are agreed. 3. Provide an electronic copy of all filings via secure private online document portal. A paper copy of the tax return is available on request at a standard fee. 4. Communicate with you directly in person, by telephone, video, and/or email during the engagement. 5. Provide information to allow you to file local income taxes directly online or by mail, if applicable, in the most efficient manner. Unless otherwise stated, this engagement does not include the filing of a local income tax return.