Client Tools | Bates, Carter & Co., LLP

Client Tools

Accounting Calculators

View Calculators

Records Retention Calendar

How To Add BatesCarter as an Accountant User in QuickBooks® Online

Items Needed Lists

2025 Property Tax Items Needed List

2024 Business Year-End Questionnaire

2024 Business Items Needed List

2024 Fiduciary Items Needed List

Useful Client Information

Beneficial Ownership Information Letter

Sign Up for Online Access with Georgia Tax Center