Tax Worksheets & Logs
Here are a variety of logs and worksheets to help in accurately reporting your income and deductions.
Remember, you'll need proof of your deductions - so keep those mileage logs, expense and donation receipts (property donation photos, too!)
Remember, you'll need proof of your deductions - so keep those mileage logs, expense and donation receipts (property donation photos, too!)
2014 Tax Worksheets
2014
TAX DEDUCTION FINDER
Our Tax Organizers are designed to help you maximize your deductions and minimize any problems in preparing and filing your tax return. The organizer is revised annually to be compatible with the ever-changing tax laws. These organizers are primarily for the 2014 tax year, although it can be used for past years.
Completing one of these organizer is certainly an option and not a requirement! However, they are a good tool to make sure your return is accurate and complete – especially with the new ACA tax laws. We hope that one of these configurations will assist you with collecting relevant tax information.
The organizers can be downloaded to your computer where you can fill and save the information until you have completed collecting all of your information.
A word of caution: you can fill the organizers online and print them out. However, if you close the file, your data will not be saved unless the form is saved to your computer.
Our Tax Organizers are designed to help you maximize your deductions and minimize any problems in preparing and filing your tax return. The organizer is revised annually to be compatible with the ever-changing tax laws. These organizers are primarily for the 2014 tax year, although it can be used for past years.
Completing one of these organizer is certainly an option and not a requirement! However, they are a good tool to make sure your return is accurate and complete – especially with the new ACA tax laws. We hope that one of these configurations will assist you with collecting relevant tax information.
The organizers can be downloaded to your computer where you can fill and save the information until you have completed collecting all of your information.
A word of caution: you can fill the organizers online and print them out. However, if you close the file, your data will not be saved unless the form is saved to your computer.
The Basic
organizer is suitable for clients that are not itemizing their deductions and
DO NOT have rental property or self-employment expenses
| Basic Organizer |
Basic Organizer plus Itemized Deductions – This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses
| Basic Organizer + Itemized Deductions |
Full Organizer – This organizer includes the information
included in the basic organizer, plus entries for itemized deductions, rental
properties and self-employment expenses
| Basic Organizer + Itemized Deductions + Self-employment + Rental Property |
Business
Organizer
– Use this organizer for partnerships and incorporated business entities
| Business Organizer |
Income Worksheets
| Rental Property |
| Small Business |
| Stock Sale sheet |
Occupation Expense Worksheets
| Law Enforcement |
| Firefighter |
| Real Estate Agent |
Donation Valuation Guides
| Valuation Guide 2013 - Goodwill |
| Valuation Guide 2013 - Salvation Army |
Mileage & Travel Expense Logs
| Mileage Log - pdf |
| Mileage Log - excel template |
| Mileage Log - word |
| Travel Expense Log (not mileage) - excel |
