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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 no’t 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. You’ll need either Microsoft Excel or Adobe Acrobat to read and use them.

Tax Deduction Worksheets:

Common Worksheets

Professional Worksheets

Current Client - call for your client specific organizer Airline Professional
New Client - Blank Organizer Educator
  Fire Fighter
  Medical Professional
  Police Officer
  Realtor
  Sales Rep
  Self Employed
 

 

Payroll & Accounting Worksheets:

New Accounting Client Form

New Payroll Client Form

Add New Employee Form

Update Current Employee Form

Contractor Reporting Form (for 1099s)

Per Payperiod Reporting Form (blank template)

Recurring Payment Authorization Form (ACH)