2018 Tax Season Resources
Personal Client Resources
Documents for Personal Professional Services:
- Letter to Clients for Individual Tax Preparation
- Tax Checklist for Preparing Personal Tax Returns
- Personal Data
- Dependents
- Health Insurance Coverage
- Due Diligence – HOH (Head of Household Filing Status)
- Due Diligence – CTC/ACTC/ODC (Child, Add’l & Oth Dependent Tax Credits)
- Due Diligence – AOTC (American Opp Tax Credit) Education
- Due Diligence – EITC (Earned Inc Tax Cred) Head of Household
- Due Diligence – EITC (Earned Inc Tax Cred) Income
- Due Diligence – EITC (Earned Inc Tax Cred) Qualifying Child
- Mortgage Interest Supplemental Info
- Child & Dependent Care
- Sole Proprietor Profit & Loss
- Small Employer Health Insurance Credit
- Auto Expense Worksheet
- Expense for Business Use Of Your Home
- Employee Business Expenses
- Sale of Capital Assets (Stocks, Bonds, etc.)
- Sale of Home
- Energy Credits
- Casualty and Theft Losses
- Rental Real Estate & Royalties
- Installment Sales
- Non-Cash Charitable Contributions
- Household Employment Taxes
Business Client Resources
Documents for Business Professional Services:
- Letter to Clients for Business Client Tax Preparation
- Corporation – General Data
- Corporation – Income
- Corporation – Deductions
- S-Corp – General Data
- S-Corp – Income
- S-Corp – Deductions
- Partnership – General Data
- Partnership – Income
- Partnership – Deductions
- Sole Proprietor – See Personal Client Resources Above
- Small Employer Health Insurance Credit
Trust, Estate & Inheritance Resources
Documents for Trust, Estate & Inheritance Financial Services:
- Letter to Clients for Fiduciary Tax Preparation
- Fiduciary – General Data
- Fiduciary – Income & Deductions
Nonprofit Client Resources
Documents for Nonprofit Professional Services: