1040 Return Assembly
TAX YEAR 2025 — shared queue
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1040 Return Assembly
TAX YEAR 2025
Preparer
Reviewer
IN
PROGRESS
Client
Amended
Extension
Bill Attached
Part of Mo/Wkly Billing
E-filing
E-File
Paper
Federal — Form 8879
KY
Other States:
Payments & Refunds
Yes
No
Direct Deposit — Form 8888
Does client need 1040V
Does client need 740V
Does client need 1040ES
Does client need 740ES
Other Forms & Attachments
Locals
Attach Schedule
Locals
Attach Schedule
KY Tangible
KY 725 with $175 Payment
Y
N
Special Instructions
Client Documents to Return
Y
N
Location of Docs
Add'l Docs to Scan
Y
N
Where
1
Agree & Verify · Back-Up
2
Copy, Print, Scan
3
Assemble
Assembled By (Initials)
Date
Return Signed / Package Reviewed — Initial
Date