Draft a compliance checklist showing which signature blocks, dates, and CAF number validations must be completed on an Authorization for Tax Representation before the engagement letter can be finalized and the first payroll tax notice response is sent on behalf of the client.

Generate draft a compliance checklist showing which signature blocks, dates, and caf number validations must be completed on an authorization for tax representation before the engagement letter can be finalized and the first payroll tax notice response is sent on behalf of the client. for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Upload the executed Power of Attorney and Declaration of Representative
Select the type of tax matters authorized in the Form 2848
Enter the date when all signature blocks were verified as complete
Enter the CAF number assigned to the responsible tax professional
Specify the type of client relationship for engagement letter purposes
Date by which the first payroll tax notice response must be submitted
Define the extent of representation for this specific notice
Enter and verify the client's Employer Identification Number
Select standard aging periods for outstanding notices
Note any special compliance requirements or regulatory constraints