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

INCOME –

1. Statement of Municipal Interest

2. Statement of US Government Obligations Income

3. State Tax Adjustments

4. Statement of Dividend Income

5. Statement of Investment Income  

6. Statement of Pension Income and Annuity Income  

SCHEDULE A –

1. Medical Expense Worksheet

2. Medical Mileage Worksheet

3. Medical Expenses – Out of Pocket Analysis

4. Medical Expense Analysis  

5. Acquisition Debt Worksheet (example included)

6. Home Equity Debt Worksheet (example included)

7. Statement of Non-Cash Contributions (2 pages)

8. Charitable Contribution Record – for cash contributions (2 pages)

9. Charitable Mileage Record

10. Contribution Worksheet

11. Gambling Log

12. Summary of Casino Gambling Activity Log

13. Daily Gambling Activity Log  

SCHEDULE C -

1. Automobile Expense Worksheet

2. Auto Mileage Log

3. Business Expenses (2 pages)

4. Business Travel Record

5. Computer Use Log

6. Election to Deduct Organization Expenses 

7. Employee Expense Report

8. Employee Time Card

9. Home Office Deduction Worksheet

10. Cell Phone Log  

11. Schedule C Worksheet

SCHEDULE D –

1. Cost Basis Worksheet

2. Schedule D Analysis

SCHEDULE E –

1. Rental Income and Expenses – Two-Family Home (2 pages)

2. Statement of Rental Income and Expenses – Multi Unit Property

3. Statement of Rental Income and Expenses – Vacation Property

4. Depreciation Schedule – Rental Real Estate (2 pages)  

IRA Contribution Record

GENERAL –

1. Joint vs Separate Analysis

2. Joint vs Separate Analysis – NJ State

3. 1040 Comparative Analysis

4. General Statement Form – 5 column

5. General Statement Form – 4 column

6. 12-month General Statement Form #1  

7. 12-month General Statement Form #2  

H BOOKLET FORMAT ***

1. Business Mileage

2. Charitable and Medical Mileage

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