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Client Forms

These organizers will help you accumulate the values of your deductions, but they are not sufficient by themselves to meet the documentation requirements for the IRS. As always, any deduction item on your tax return should be backed up by the required receipts, logs, and/or journals. If you are not sure what the documentation requirements are for your particular tax situation, please contact us.  

To download these sheets, simply click on the desired link to the right. YouÂ’ll need either Microsoft Excel or Adobe Acrobat to read and use them.

Tax Worksheets:

** Current Client - call for your client specific organizer  
New Client - Blank Organizer  




Payroll & Accounting Worksheets:

New Accounting Client Form

New Payroll Client Form

Add New Employee Form

Update Current Employee Form

Per Payperiod Reporting Form (blank template)

Recurring Payment Authorization Form (ACH)