Annual Tax Compliance Kit

An engagement letter is a contract that establishes the services a practitioner will provide to his or her clients.

These sample engagement letters and terms and conditions addendum have been developed in collaboration with CNA, the endorsed underwriter of the AICPA Professional Liability Insurance Program. Be sure to review your letters for completeness and accuracy with your firm's legal counsel and consider consulting with your firm’s professional liability insurance carrier.

In conjunction with these engagement letters, please use the Sec. 7216 consent forms.

• 2026 Amended Return Engagement Letter

• 2026 Audit Representation Engagement Letter

• 2026 C Corporation Engagement Letter – Form 1120

• 2026 Employee Benefit Plan Engagement Letter – Form 5500

• 2026 Engagement Closure Letter

• 2026 Estate and Inheritance Engagement Letter – Forms 706 and 8971

• 2026 Estate and Trust Engagement Letter – Form 1041

• 2026 Exempt Organization Engagement Letter – Form 990

• 2026 Gift Tax Engagement Letter – Form 709

• 2026 Individual Tax Return Engagement Letter – Form 1040

• 2026 Partnership Engagement Letter – Form 1065

• 2026 Private Foundation Engagement Letter – Form 990-PF

• 2026 Report of Foreign Bank and Financial Accounts Engagement Letter

• 2026 S Corporation Tax Return Engagement Letter – Form 1120-S

• 2026 Sample Terms and Conditions Addendum

• 2026 Tax Consulting Engagement Letter

• 2026 Tax Projections Engagement Letter

A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.

The below templates are provided in fillable PDF currently. Word versions are available in the zip files. You can add your company logo following these how-to steps.

Note: 2026 organizers will be available mid-December.

• 2025 Corporation Income Tax Return Organizer – Forms 1120 and 1120-S

• 2025 Employee Benefit Plan Organizer – Form 5500

• 2025 Estate and Trust Tax Return Organizer – Form 1041

• 2025 Estate Tax Return Organizer – Form 706

• 2025 Exempt Organization Tax Return Organizer – Form 990

• 2025 Foreign National Tax Return Organizer – Form 1040-NR

• 2025 Gift Tax Return Organizer – Form 709

• 2025 Individual Income Tax Return Organizer – Form 1040

• 2025 Partnership Income Tax Return Organizer – Form 1065

Address items related to a specific tax form and highlights planning opportunities and potential audit risks on a tax return.

Note: 2026 checklists will be available mid-December.

• 2025 C Corporation Income Tax Return Checklist – Form 1120 (Long)

• 2025 C Corporation Income Tax Return Checklist – Form 1120 (Short)

• 2025 C Corporation Income Tax Return Checklist – Form 1120 (Mini)

• 2025 Employee Benefit Plan Checklist – Form 5500

• 2025 Estate and Trust Income Tax Return Checklist – Form 1041 (Long)

• 2025 Estate and Trust Income Tax Return Checklist – Form 1041 (Short)

• 2025 Estate and Trust Income Tax Return Checklist – Form 1041 (Mini)

• 2025 Estate Tax Return Checklist – Form 706

• 2025 Exempt Organization Business Income Tax Checklist – Form 990-T

• 2025 Exempt Organization Income Tax Return Checklist – Form 990

• 2025 Exempt Organization Tax Checklist – Form 990-EZ (Short Form)

• 2025 Foreign National Tax Return Checklist – Form 1040-NR

• 2025 Gift Tax Return Checklist – Form 709

• 2025 Individual Income Tax Return Checklist – Form 1040 (Long)

• 2025 Individual Income Tax Return Checklist – Form 1040 (Short)

• 2025 Individual Income Tax Return Checklist – Form 1040 (Mini)

• 2025 Paid Preparer’s Due Diligence Checklist – Form 8867

• 2025 Partnership/LLC Income Tax Return Checklist – Form 1065 (Long)

• 2025 Partnership/LLC Income Tax Return Checklist – Form 1065 (Short)

• 2025 Partnership/LLC Income Tax Return Checklist – Form 1065 (Mini)

• 2025 Return of Private Foundation Checklist – Form 990-PF

• 2025 S Corporation Income Tax Return Checklist – Form 1120-S (Long)

• 2025 S Corporation Income Tax Return Checklist – Form 1120-S (Short)

• 2025 S Corporation Income Tax Return Checklist – Form 1120-S (Mini)

• 2025 State Tax Nexus Checklist

• Initial Business Return Filing Checklist

Address specific compliance topics.

Note: 2026 practice guides will be available mid-December.

• 2022 Foreign National Income Tax Filing Options Flowchart

• 2025 State Tax Nexus Guide

• 2025 Vehicle Policy and Income Inclusion Guide

• State and Local Tax (SALT) Roadmap

Download the ZIP files for the year of interest to access that year’s Annual Tax Compliance Kit, including engagement letters, organizers, checklists, and practice guides.

• 2026 Annual Tax Compliance Kit Zip Files

• 2025 Annual Tax Compliance Kit Zip Files

• 2024 Annual Tax Compliance Kit Zip Files

• 2023 Annual Tax Compliance Kit Zip Files

• 2022 Annual Tax Compliance Kit Zip Files

• 2021 Annual Tax Compliance Kit Archive

• 2020 Annual Tax Compliance Kit Archive