Free Fax Cover Sheet for Accountants and Tax Professionals. Download a free accounting fax cover sheet and send it directly from your iPhone with Send Fax Pro.
A fax cover sheet designed for CPAs, enrolled agents, and tax preparers. Includes fields for client identification, tax year, form numbers, and IRS confidentiality notices required when transmitting tax return information.
Key fields include: To (recipient name, agency/firm, & fax number), From (preparer name, PTIN, & firm), Client name & Tax ID (last 4 only), Tax year, Form number(s) enclosed, Number of pages (including cover), IRC § 7216 confidentiality notice.