Tax Worksheets

*** NEW CHANGE TO OUR WORKSHEETS – DUE TO THE MASSIVE CHANGES FROM THE TAX CUT AND JOBS ACT OF 2017 (TCJA), WE NOW HAVE A PRE-2018 INCOME TAX DATA-ITEMIZER TO BE COMPLETED FOR ALL TAX YEARS BEFORE 2018 (2017 AND BEFORE) AND POST-2017 INCOME TAX DATA-ITEMIZER TO BE COMPLETED FOR ALL TAX YEARS AFTER 2017 (2018 AND AFTER). IN OTHER WORDS, IF YOU WANT US TO PREPARE A RETURN FOR A TAX YEAR BEFORE 2018 (2017 AND BEFORE), THEN COMPLETE PRE-2018 INCOME TAX DATA-ITEMIZER, AND IF YOU WANT US TO PREPARE A RETURN FOR A TAX YEAR AFTER 2017 (2018 AND AFTER), THEN COMPLETE POST-2017 INCOME TAX DATA-ITEMIZER. THE ALLOWABLE DEDUCTIONS ARE WHAT IS DIFFERENT BETWEEN THE TWO WORKSHEETS. SO BE SURE TO TAKE NOTE OF WHICH ONE YOU ARE USING! ***

BIG NEWS! I have developed an Excel spreadsheet onto which you can enter your daily M-K activity and it will flow that information onto a master spreadsheet that generates a total for each category by month, as well as totals for the entire year, which you can then put on our Cosmetics Business tax worksheet. Like our M-K tax workshop videowhich is now reduced to $10.00 (see “Speaking Calendar” page), it is available for purchase at the website and delivered to you as a download from a dropbox to your email address. Click here for the announcement and purchase order form. Once you use it, give us your feedback.

Be aware our 2018 Healthcare Coverage Questionnaire is still requiredALSO, BE AWARE YOU MUST READ OUR 2018 Client Letter.

* For clients of Tax Prep Financial Services, please remember that due to the number of clients we have, the complexity of the returns we prepare in our firm (nearly all have a business or 2, or 3, or even 4), and the fact that Jeff The Tax Man is the only preparer approved to sign each and every return, there is a longer than normal waiting period to have your return prepared. However, we are confident your patience will be rewarded. Just ask the person that referred you to us. *

* We charge for our services, including telephone or email consultations lasting over 15 minutes. For our rates, refer to our Policy Statement/Engagement Letter.*

** For questions regarding our business, see the Frequently Asked Questions page. **

*** For technical tax questions, see the Resources page. ***

**** For clients wishing to claim the Earned Income Tax Credit, you are required to sign an eligibility checklist upon completion of your tax return. Please review IRS Form 886-H-EIC to see if you qualify to claim this credit. ****

Thank you for accessing our worksheets. Because we have so many clients and Jeff The Tax Man is the only one who signs (requiring him to review) all the returns, he does not have time for appointments with new clients. Instead, we have designed simple, concise, self-explanatory tax data worksheets that ask for at least 97% of all information that would be necessary to complete any new or existing client’s tax return. Regardless of whether you wish for us to prepare your income tax return originally or you wish for us to amend a previously filed tax return, be sure to select the appropriate tax worksheets below for your particular situation by clicking on the respective links. All clients must read our Policy Statement, sign and submit the Engagement Letter, complete and submit our Income Tax Data-Itemizer and Health Care Coverage Questionnaire, and submit ALL ORIGINALS of Forms W-2, 1099, 1098, 1095, and Schedules K-1. DO NOT SEND US ANY RECEIPTS. Make a copy of what you send us for your records. We will email or call you with questions or with the results of your tax return. This process is the same if you want us to amend a prior year tax return(s), except we also need a copy of your originally filed tax return(s) to know what was originally claimed. Due to the complexity and large number of returns we have to prepare, please allow at least six weeks before any tax-filing deadline for us to complete your tax return.

Click here for a copy of our 2018 Client Letter, which includes our 2018 Tax NoticeA MUST READ TO KNOW WHAT ELEMENTS OF THE TAX CUTS AND JOBS ACT OF 2017 WILL IMPACT YOU.

Click here for a Mileage Log that you can write in your mileage by hand. Click here for an Excel Mileage Log in Microsoft Excel that you can type in your mileage.

* Here is a link to the IRS’ small business and self-employed tax center that has a lot of resources for business owners. *

** SEE WHICH OF THE FOLLOWING 4 PARAGRAPHS DESCRIBES YOUR SITUATION. FOR INSTRUCTIONS, PRINT OFF THE “CLIENT LETTER” FOR THAT CLIENT TYPE. THEN CLICK ON THE OTHER LINKS IN THAT PARAGRAPH FOR FILLABLE .pdf VERSIONS OF OUR FORMS AND WORKSHEETS PERTAINING TO YOUR CLIENT TYPE, ONTO WHICH YOU CAN TYPE YOUR TAX INFORMATION STRAIGHT FROM YOUR COMPUTER. HOWEVER, PLEASE NOTE THAT IN ORDER FOR THE DATA YOU TYPE TO BE RETAINED ONTO THESE DOCUMENTS, YOU MUST FIRST NAME THE FORM AND SAVE IT TO YOUR COMPUTER. THEN ONCE SAVED, YOU MUST RE-OPEN IT IN YOUR .pdf READABLE SOFTWARE. (If you don’t have any .pdf readable software, you can obtain Adobe Acrobat ReaderTM by simply clicking the link to their website at the bottom of this page.) THEN FILL IT IN, AND RE-SAVE IT TO BE ABLE TO EMAIL IT TO US AND/OR COPY AND PASTE ANY RECURRING INFORMATION INTO NEXT YEAR’S WORKSHEETS. **

Cosmetics business clients must download, read, sign, and remit our Policy Statement/Engagement Letter, download and read our Cosmetics Business New Client Letter of instruction, and download, complete, and remit our Pre-2018 Income Tax Data-Itemizer for all tax years BEFORE 2018 or Post-2017 Income Tax Data-Itemizer for all tax years AFTER 2017, 2018 Healthcare Coverage Questionnaire, and Cosmetics Business Worksheet. If you or your spouse have another business(es) in addition to your cosmetics business, then download, complete, and remit our Sole Proprietorship Worksheet for that business(es) – even if the business is incorporated as an S corporation or a single-member (husband and wife are considered a single member) LLC. Although cosmetics businesses that are operated through an S corporation should download, complete, and remit our S. Corp. Cosmetics Busines Worksheet.

Other business clients must download, read, sign, and remit our Policy Statement/Engagement Letter, download and read our Non-Cosmetics Business New Client Letter of instruction, and download, complete, and remit our Pre-2018 Income Tax Data-Itemizer for all tax years BEFORE 2018 or Post-2017 Income Tax Data-Itemizer for all tax years AFTER 2017, 2018 Healthcare Coverage Questionnaire, and Sole Proprietorship Worksheet for each business operated – even if the business is incorporated as an S corporation or a single-member (husband and wife are considered a single member) LLC.

Minister clients must download, read, sign, and remit our Policy Statement/Engagement Letter, download and read our Minister New Client Letter of instruction, and download, complete, and remit our Pre-2018 Income Tax Data-Itemizer for all tax years BEFORE 2018 or Post-2017 Income Tax Data-Itemizer for all tax years AFTER 2017, 2018 Healthcare Coverage Questionnaire, and Minister Worksheet.  If you or your spouse have a business in addition to ministry, download, complete, and remit a Sole Proprietorship Worksheet for each business operated – even if the business is incorporated as an S corporation or a single-member (husband and wife are considered a single member) LLC.

All other clients who are not ministers and who do not operate a business must download, read, sign, and remit our Policy Statement/Engagement Letter, download and read our New Client Letter of instruction, and download, complete, and remit our Pre-2018 Income Tax Data-Itemizer for all tax years BEFORE 2018 or Post-2017 Income Tax Data-Itemizer for all tax years AFTER 2017 and 2018 Healthcare Coverage Questionnaire.

Some of the documents on this site are presented in .pdf format which will require Adobe’s Acrobat Reader installed on your computer to read them. You may download and install your free copy by clicking the “Get Acrobat Reader” icon.

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