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Ledgerline CPA
| Ledgerline CPA | Form TO-1 Rev. 2026 |
Individual Tax OrganizerComplete all applicable sections. Print clearly. | |
| Section 1 - Requesting Party | |||
| Legal name | Jordan Lee | jordan.lee@mail.com | |
| Business | Northstar Studio LLC | ||
| File ref. | LL-26-1142 | Received | 06 / 03 / 2026 |
| Section 2 - Filing Status | ||
| 1 | Single | |
| 2 | Married filing jointly | |
| 3 | Married filing separately | |
| 4 | Head of household | |
| Section 3 - Taxpayer Acknowledgment | ||
Taxpayer signature | 06 / 03 / 2026 Date | Authorized |
Official Use Only - Do Not Fill Internal processing and review fields | |||||
| Intake clerk | Queue code | Reviewer | Approved Yes No | Archive box | Scan ID |
| Internal comments | Follow-up required NoneCallEmail | Disposition notes / retention schedule | |||
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