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 $9.95!  

Members of the National Association of Tax Professionals receive a 20% discount and pay 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 use in your practice only.  None of these items may be reprinted, as originally presented or edited or revised, individually or in any combination, or as part of another electronic, print or online publication, for sale to any party.

The package will be sent as four (4) “word document” email attachments, 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:

A.   INCOME –

1. Statement of Municipal Interest
2. Statement of US Government Obligations Income
3. State Tax Adjustments
4. Statement of Dividend Income

B.   SCHEDULE A –

1. Medical Expense Worksheet 
2. Medical Expense Log
3. Medical Mileage Worksheet
4. Medical Expenses – Out of Pocket Analysis
5. Acquisition Debt Worksheet (example included)
6. Home Equity Debt Worksheet (example included)
7. Statement of Non-Cash Contributions 
8. Charitable Contribution Record – for cash contributions 
9. Gambling Log
10. Summary of Casino Gambling Activity Log

C. SCHEDULE C (2 separate word docs)

 1.  Business Mileage Log
 2.  Automobile Expense Log
 3.  Automobile Expense Summary
 4.  Conferences, Conventions and Education
 5.   Business Travel Record
 6.  Computer Use Log (can be adopted for cellphone use log) 
 7.   Home Office Deduction
 8.   Allocating Business Expenses To Schedule C
 9.    Record of Client Meals and Entertainment
 10. Section 199a QBI Deduction Worksheet 
 11. Employee Time Card
 12. Listing of Deductible Business Expenses
 13. Analysis of Business Expenses (2 pages)
 14. Depreciation Schedule (2 pages)  
  
D. SCHEDULE D –

1. Cost Basis Worksheet

E. SCHEDULE E –

1. Rental Income and Expenses – Multi-Family Home
2. Statement of Rental Income and Expenses
3. Statement of Rental Income and Expenses – Vacation Property

F. GENERAL –

1. Does Not Have To File
2. IRA Contribution Record
3. Joint vs Separate Analysis
4. Joint vs Separate Analysis – NJ State
5. General Statement Form

G. LANDSCAPE FORMAT FORMS, SCHEDULES AND WORKSHEETS (separate word doc)

1. Cell Phone Log
2. Depreciation Schedule – Rental Real Estate 
3. Medical Expense Analysis
4. Statement of Investment Income
5. Statement of Pension Income and Annuity Income
6. General Analysis Form

Send your check or for $9.95, or $7.95, payable to TAXES AND ACCOUNTING, INC and your email address and NATP Membership Number to – 

TAXES AND ACCOUNTING, INC
TAXPRO FORMS  
POST OFFICE BOX A
HAWLEY PA 18428    


























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