Personal Organizers
TAX PREP ORGANIZER
- Complete Blank Organizer –
Generic PDF - Questionnaire Checklist –
Generic PDF - Affordable Health Care Act Organizer –
Generic PDF - Personal Data & Dependants –
Generic PDF - Child & Dependant Care –
Generic PDF - Interest & Dividend Income –
Generic PDF - Self Employment Sch C –
Generic PDF or Excel FILE - Sale of Capital Assets –
Generic PDF or Excel FILE - Sale of Home –
Generic PDF - Rental Income & Expense –
Generic PDF or Excel FILE
- Other Income –
Generic PDF
- Non-Cash Contributions –
Generic PDF
- Itemized Deductions –
Generic PDF or Excel FILE - Home Office –
Generic PDF or Excel FILE - Auto Expense Worksheet –
Generic PDF (Interactive) or Excel FILE
Business Entity Organizers
TAX PREP ORGANIZER
- S-Corp Tax prep Organizer –
Generic PDF or Excel FILE - LLC Tax prep Organizer –
Generic PDF or Excel FILE - Partnership Tax prep Organizer –
Generic PDF or Excel FILE - Automobile Expense Worksheet –
Generic PDF (Interactive) or Excel FILE
