TAX PROFESSIONAL FORMS, SCHEDULES, AND WORKSHEETS


I have been preparing 1040s since 1972. Over the years I have developed a collection of forms, schedules and worksheets that have proven very helpful in my practice.  I offer this compilation to you for only $7.95!
 
Some of my forms are given to clients to help them provide me with the information I need to properly prepare their returns. Some are used as “memos” to the client’s copy and my office file copy to back-up items reported on the returns. Others are used as attachments to the returns.  The forms have been updated to reflect the changes made by the GOP Tax Act.

Please be aware that this is copyrighted material and is for your internal use only.

The package will be sent as a “word document” email attachment, so you may edit and revise them to personalize them to your firm, customize them be more relevant to your particular practice, clients or specific professions, or update for annual COLAs or tax law changes.

Here are the items included in the compilation:

Statement of Municipal Interest
Statement of US Government Obligations Income
State Tax Adjustments
Statement of Dividend Income
Statement of Investment Income
Statement of Pension Income and Annuity Income *
Medical Expense Worksheet
Medical Mileage Worksheet
Medical Expenses – Out of Pocket Anaylsis
Medical Expense Analysis *
Acquisition Debt Worksheet (example included)
Home Equity Debt Worksheet (example included)
Statement of Non-Cash Contributions
Charitable Contribution Record – cash contributions
Contribution Worksheet
Gambling Log
Summary of Casino Gambling Activity LogAutomobile Expense Worksheet
Auto Mileage Log
Business Expenses of a Freelance Writer
Business Travel Record
Computer Use Log
Election to Deduct Organization Expenses 
Employee Expense Report
Employee Time Card
Home Office Deduction Worksheet
Cell Phone Log   
Schedule C Worksheet
Cost Basis Worksheet
Rental Income and Expenses – Multi-Family Home
Statement of Rental Income and Expenses
Statement of Rental Income and Expenses –   Vacation Property
Depreciation Schedule – Rental Real Estate *
Does Not Have To File
Joint vs Separate Analysis
Joint vs Separate Analysis – NJ State
General Statement Form 

Send your check or for $7.95 (payable to TAXES AND ACCOUNTING, INC) and your email address to –

TAXES AND ACCOUNTING, INC

TAXPRO FORMS  
POST OFFICE BOX A
HAWLEY PA 18428
 
 
 


























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