industry cover sheetaccounting

Accounting Fax Cover Sheet

This accounting fax cover sheet template includes client name, tax year, and confidentiality notice fields for professional CPA correspondence.

Cover Sheet Preview

Accounting fax cover sheet with client name and tax year fields
To
From
Date
Re:
Client Name
Tax Year
Pages
CPA/Firm
Fax
Confidentiality Notice

Fields Included

To
From
Date
Re:
Client Name
Tax Year
Pages
CPA/Firm
Fax
Confidentiality Notice

When to Use This Cover Sheet

Tax return transmittals
W-9 and 1099 forms
Financial statements
Audit documents
Client correspondence

How to Use with TigerFax

  1. 1

    Open TigerFax and compose a new fax

    Scan or upload your document as usual.

  2. 2

    Tap 'Add Cover Page'

    Select the Accounting Fax Cover Sheet from TigerFax's built-in template library. Fill in the required fields directly in the app.

  3. 3

    Send your fax

    The cover page is automatically prepended to your fax. The recipient receives it as the first page.

Use TigerFax's Built-In Cover Pages

Instead of printing and scanning a cover sheet, TigerFax adds it digitally — saving time and ensuring a clean, professional result every time.

Free to start · iOS only · No fax machine needed

FAQ: Accounting Fax Cover Sheet

The Accounting Fax Cover Sheet includes the following fields: To, From, Date, Re:, Client Name, Tax Year, Pages, CPA/Firm, Fax, Confidentiality Notice. These cover the essential information needed for professional fax transmission.

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