Resource Center
Check out MBE CPA’s resource center for helpful tips, information, and more. Our team of advisors are always here to help!
IRS Forms
Individual Tax Return
Employee's Withholding Allowance Certificate
Request for Transcript of Tax Return
Request for Taxpayer Identification Number (TIN) and Certification
Wage and Tax Statement
Installment Agreement Request
Employer's Quarterly Federal Tax Return
Application for IRS Individual Taxpayer Identification Number
Application for Employer Identification Number (EIN)
Standards of Services
Requesting Accountant Copy Process
Dear Client:
This year we are requesting all clients send accountant’s copies once their QuickBooks file is ready for MBE to prepare their return. This enables us to record adjusting entries and easily transfer them back to you, ensuring that your QuickBooks file matches the numbers used to prepare the return.
To Make An Accountant's Copy, Please Do The Following:
Step 1:
Open your QuickBooks company file
Step 2:
Click File
→ Send Company Files
→ Copy
→ Client Activities
→ Save File
Step 3:
Confirm Accountant’s Copy is selected on the next pages and click next
Step 4:
Choose a dividing date that correlates with your fiscal year end (12/31 for most taxpayers) and click next
Step 5:
Save the accountant’s copy in a location that you will be able to locate when sending the file
Step 6:
Send the file to MBE on a flash drive, via email, or via SafeSend
Step 7:
To upload the file via our secure SafeSend
→ Select SafeSend File Drop in the top bar or click here
→ Enter the required fields and upload the file
→ Choose a recipient to send the file to by hitting the ‘+’ button
→ Double-check to make sure all the fields are entered, and the file is attached
→ Finally, send the file