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Fraudulent Activity
| Termination | Keystone Tax Solutions will NOT tolerate fraud in any way. You are ultimately responsible for all tax submissions. If KTS suspects any fraud, your contract will be terminated. All fees will be forfeited & any suspected fraudulent activity will be reported to the IRS. |
| Do NOT Share Passwords | For sercurity purposes and to prevent fraudulent activity, DO NOT share your password with anyone. If you have subpreparers, you must submit the required documentation for them so they will have their own separate log in if they will assist in preparing returns. |
| IRS Required Documents | To prevent fraudulent activity, please be sure that the taxpayer submit the following documentation: *Proof of identification (photo ID) *Social Security cards for you, your spouse and dependents *An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number *Proof of foreign status, if applying for an ITIN *Birth dates for you, your spouse and dependents on the tax return *Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers *Interest and dividend statements from banks (Forms 1099) *Health Insurance Exemption Certificate, if received *A copy of last year’s federal and state returns, if available *Proof of bank account routing and account numbers for direct deposit such as a blank check *To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms *Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number *Forms 1095-A, B and C, Health Coverage Statements *Copies of income transcripts from IRS and state, if applicable |
| Schedule C | If a taxpayer is claiming self employed income, they MUST provide proof. The taxpayer must have a self employment expense log, ledger or documentation with their signature. |