Intake Sheet

Familiarization Checklist
Previous Step: NJ-1040 Overview	Next Step: TaxPayer Documents

Do:

Print Preparation materials (see below)
Page through PowerPoint (see left)
[ScreenCast version is being developed]

Preparation:

IRS Form 13614-C

Other Resources:

To Do:

Review/Cleanup -> v1
Voice Over

Comments / Feedback?

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