IT'S BACK! MY COMPILATION OF FORMS, SCHEDULES AND WORKSHEETS FOR TAX PROS

I have updated and revised my compilation of "Tax Professionals Forms, Schedules and Worksheets".  

As you know, 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.  

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.  These forms have been updated to reflect the changes made by the GOP Tax Act.

I offer this compilation to fellow tax professionals for only $8.95!  Members of the National Association of Tax Professionals receive a 15% discount and pay only $7.60

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.

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 Anaylsis

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

1. Allocating Business Expenses to Schedule C

2. Automobile Expense Worksheet

3. Auto Mileage Log

4. Business Expenses of a Freelance Writer

5. Business Travel Record

6. Computer Use Log

7. Election to Deduct Organization Expenses 

8. Employee Expense Report

9. Employee Time Card

10. Home Office Deduction Worksheet

11. Schedule C Worksheet

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

The package will be sent as a two (2) “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.

Send your check or for $8.95, or $7.60, 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    

As always, if you order this compilation your thoughts, comments and suggestions are solicited and welcomed.

TTFN