Below are forms to help with annual Tax Prep. Some clients forget to bring valuable information with them during the tax prep interview. These forms will help remind clients what they can write off and can be used to locate the necessary documents.
- Annual Checklist Checklist for Annual Tax Return
- New Client Checklist New Client Checklist
- Schedule A - Itemized Deductions Sch A Worksheet & Sch A Deductions
- Schedule A Misc Deductions Unreimbursed-Employee-Exp.-Vehicle-Exp.-2106
- Schedule C Sole Proprietor Business Sch C Worksheet
- Schedule C Vehicle Expense Schedule-C Mileage Log & Sch C Vehicle-Expenses
- Schedule C Home Office Business-Use-of-Home-8829
- Schedule E Rental Income Rental Income-Schedule-E