My Account
Coordinators Tools for Tax Sites
Tools for Tax Sites
Here are some tools for you to use at your tax site to both improve quality and make your site more efficient!
Printable Address Labels
The labels below are to make your life a little easier! You can have them readily available with envelopes to distribute to your clients when they need them: they will appreciate it. The template you will use to print them out on is Avery US Letter- 15160 Address Labels.
Franchise Tax Board
540-V - State return payment voucher
540-X - Payment / No payment - Amended individual income tax return
Internal Revenue Service
1040-V - Federal return payment voucher (E-file). Use this template when a client needs to make a payment
1040-X - Amended federal income tax return. Use this template whether or not your client owes money. It's the same address for payments and no payments
Paper returns - Payment / No payment
7216 template - consent to "use" and "disclose" taxpayer information forms
These forms must be signed before you may use any tax information for other purposes. Please read through the requirements and the IRS Publication 4299 before using them.
IRS Publication 4299 - Specific requirements for 7216 forms Look at page 4 specifically