Assisting Clients with Tax Forms

Assisting Clients with Tax Forms


With 2016 tax deadlines just around the corner, many of your clients may reach out to you with inquires about how to fill out their tax forms. It’s important to direct clients to the appropriate resources.
For clients who might need help determining their ACA eligibility related to income, especially the affordability exemption, Health Reform: Beyond The Basics provides a great tool. Clients can fill out their specifics in the spreadsheet; the tool will then calculate their exemptions related to income. This form is printable for the client or client’s tax preparer.