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Engagement Letter Templates

Form 1040 Preparation

The U.S. Individual Income Tax Return form, used by millions of taxpayers every year to file annual federal taxes. This official IRS document ensures income is reported accurately, credits and deductions are applied, and tax obligations are met.

  • Aligned with ECTEA 2023
  • Editable Word format
  • Built for ACSP compliance

Template Content Overview

Last updated: July 2025

Form 1040 U.S. Individual Income Tax Return 2024
Department of the Treasury—Internal Revenue Service

OMB No. 1545-0074 IRS
Use Only—Do not write or staple in this space.
For the year Jan. 1–Dec. 31, 2024, or other tax year beginning , 2024, ending , 20
See separate instructions.
Your first name and middle initial Last name
Your social security number
If joint return, spouse’s first name and middle initial Last name
Spouse’s social security number
Home address (number and street).
If you have a P.O. box, see instructions. Apt. no.
City, town, or post office.
If you have a foreign address, also complete spaces below. State ZIP code
Foreign country name Foreign province/state/county Foreign postal code Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Spouse Filing Status Check only one box. Single Married filing jointly (even if only one had income) Married filing separately (MFS) Head of household (HOH) Qualifying surviving spouse (QSS) If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s name if the qualifying person is a child but not your dependent: If treating a nonresident alien or dual-status alien spouse as a U.S. resident for the entire tax year, check the box and enter their name (see instructions and attach statement if required): Digital Assets At any time during 2024, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes No Standard Deduction Someone can claim: You as a dependent Your spouse as a dependent Spouse itemizes on a separate return or you were a dual-status alien Age/Blindness You: Were born before January 2, 1960 Are blind Spouse: Was born before January 2, 1960 Is blin

Key Features

Everything This Template Covers

Built for individuals, self-employed taxpayers, and families filing annual federal taxes.

  • Declares your income from wages, self-employment, investments, and retirement accounts
  • Clearly defines responsibilities for both parties
  • Easy to customise for landlords or sole traders
  • Quick-to-use format to meet HMRC expectations
FigsFlow - Single Template - Word File - 2

Created for Regulated Practice

Created for Federal Tax Filing

This form is part of the IRS tax return package, trusted by individuals, families, and businesses across the United States to remain compliant with annual tax obligations.

  • ACCA
  • CIOT
  • CIMA
  • ICAEW
  • ATT
  • AAT
  • & Many More

Who needs to file Form 1040?

Most U.S. taxpayers, including employees, contractors, and self-employed individuals.

Is it free?

Yes. The IRS provides the form and instructions at no cost.

Can it be filed online?

Yes. You can e-file using approved software or print and mail.

Where can I find instructions?

You can download the official IRS Form 1040 instructions PDF alongside the form.

No question matches that.

Simplify Form 1040 Preparation

Streamline MTD ITSA client engagements with smart, editable templates designed for accountants, bookkeepers, and tax advisers.

Form 1040 Preparation - USA

See it run on your own practice.

Screen-shared, using your services, your client mix and your deadlines. You will see where FigsFlow fits, and where it does not.

Design previews, not a shipped build — we will tell you on the call what is live today.

9:41
SignatureEngagement letter
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Letter of representationDue 30/09Due
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Approve VAT returnQ2 · due 07/09Review
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