For Peridot Team Use Only
See below quick links for the consultants to share when necessary to clients:
In Alphabetical Order
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Clients: Downloadable documents
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ACH Request
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Canopy Docs/instructions
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Quickbooks Docs/instructions
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Forms: Download to Editable documents
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BPPL Extension (https://www.buncombecounty.org/common/tax/business-personal-extension-form.pdf)
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Business Listing - Buncombe County (https://www.buncombecounty.org/common/tax/Business-Listing-Form.pdf)
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Business Listing - Open County (https://www.ncdor.gov/media/13717/open)
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POA (FORM 2848)
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SCORP Election (FORM 2553)
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Instructions: Show up as a readable document
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Peridot’s Best Practices
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Creating EMAIL Templates
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Enabling Templates in GMAIL
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Templates: Able to Copy/Paste and use as a template
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Business Income Tax Return
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Client Engagement Letter
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Engagement Letter Email
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Individual Income Tax Return
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Initial Meeting Summary
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Meeting Summary
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Tax Engagement Letter
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