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Paid Preparers Due Diligence Template -Form Fill
Section One
Q1
Client Name*
First Name
Q2
Client Name*
Last Name
Q3
Name of Person answering for Client(s) (if applicable)
First Name
Q4
Name of Person answering for Client(s) (if applicable)
Last Name
Q5
Tax Year*
Q6
Interviewer*
First Name
Q7
Interviewer*
Last Name
Q8
Date of Interview*
Date
Q9
Time of Interview*
Hour
1
2
3
4
5
6
7
8
9
10
11
12
Q10
Time of Interview*
Minutes
00
10
20
30
40
50
Q11
Time of Interview*
AM/PM Option
AM
PM
Q12
Type of Interview*
Telephone
Email
Face-to-face
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