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Sample page

Sample CPA handoff notes

A preview of the implementation guidance and filing boundaries that help make the package easier for a CPA to adopt responsibly.

CPA-facing summary Implementation guidance Sample page
Implementation notes

Questions to confirm before filing

  • Placed-in-service date and business-use facts are consistent with the taxpayer file.
  • Land allocation and improvement history are acceptable based on available records.
  • Any prior depreciation entries or lookback issues are addressed appropriately.
  • State return treatment and passive-activity context are considered separately from the study.
Escalation triggers
  • Large renovation basis with weak invoice support
  • Mixed-use or partial personal-use facts
  • Entity restructuring or late-election complications
  • Need for deeper tax memo or specialty review
Reviewer-friendly presentation

What strong handoff notes accomplish

Strong handoff notes reduce friction. They show the CPA what has been assembled, what still needs tax judgment, and where the file may deserve deeper review.

Delivery structure

Typical delivery stack

  • PDF report package for client/CPA review
  • Support schedules / workpapers export
  • Exhibits folder with key photos and plan references
  • Optional white-label memo framing for firm delivery
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