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.

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 some of the items included in the compilation:

SCHEDULE A –

Supplement to Schedule A
Medical Expense Worksheet
Medical Mileage Worksheet
Medical Expenses – Out of Pocket Analysis
Acquisition Debt Worksheet
Home Equity Debt Worksheet
Charitable Contribution Listing – for non-cash contributions
Charitable Contribution Record – for cash contributions (2 pages)
Charitable Mileage Record
Contribution Worksheet
Employee Business Expenses – generic format, can be customized 
Employee Business Expenses – Police Officer – example of customized
Conventions, Conference and Education
Miscellaneous Expenses #1
Miscellaneous Expenses #2
Summary of Casino Gambling Activity Log

SCHEDULE C – 

Allocation of Expenses
Automobile 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 - in “landscape” format - sent separately.
Schedule C Worksheet
SCHEDULE D –
Cost Basis Worksheets
SCHEDULE E –
 
Owner-Occupied Multi-Unit Rental Property Expense 
Statement of Rental Income and Expenses
Statement of Rental Income and Expenses – Vacation Property
Multi Family Building

GENERAL –

Alternative Minimum Tax Worksheet
Does Not Have To File
Joint Vs Separate Analysis
Statement of Dividend Income
Statement of Pension Income – “landscape” format-sent separatel
Form 1040 Comparative Analysis
 

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

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

 

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