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. Youll need either Microsoft Excel or Adobe Acrobat to read and use them.
|** Current Client - call for your client specific organizer|
|New Client - Blank Organizer|
Payroll & Accounting Worksheets: