Data
Organizers Available for Download
Download these income tax worksheets and organizers to
maximize your deductions and minimize errors and omissions.
The source information that is required for each tax return
is unique. Therefore we also have specialized worksheets
to meet your specific needs. All the documents on this
page are in PDF format. This is the download format used
by most tax sites.
If you do not have a PDF
helper application installed on your machine, you can
download a free
licensed version.
General Topics
A
Simple Worksheet
A more
detailed "Deduction
Finder"
Occupation
Specific
Firefighter
(good also for police officer and security officer),
Airline
employees (note: we no longer
have the 800 phone and fax numbers)
Specialized
Worksheets
Property basis worksheet,
IRA basis worksheet, and interest expenses worksheet.
General
Forms and Worksheets
Each of these packets
contain selected forms for you to use in organizing
your data for one or more years. You can download and
print one set of forms for each year you need. Write
the year the blank box on the top left. This will
help you keep your data by year together. While income
tax law has changed over the years, these forms will
collect most of the information required.
organizer.pdf (coming
soon)
These forms can be used
for most past years. The download file contains, client
information, dependent information, important tax questions,
itemized deduction information, engagement letter, firm
disclosure.
income.pdf
This downloadable file
contains worksheets for, wages and pensions, IRA distributions,
interest and dividends, Miscellaneous income (tax refunds,
social security, unemployment, other income).
Don't forget to attach W-2's and 1099 forms to you worksheets.
business.pdf
This file contains worksheets
for self employed business, employee business expenses
and office in home.
rental.pdf
This file contains worksheets
for rental and royalty income and capital gain worksheets.
expat.pdf
These forms will be required
if you have income earned outside of the United States.
It contains, general information, bona fide residence
test, physical presence test, foreign housing expenses,
days in the United States, travel abroad, foreign wages,
foreign allowances, prior year information.
house.pdf
This file contains worksheets
for dependent care, household employment and non-cash
contributions over $500 per recipient.
These
forms are special worksheets
home.pdf
This form is a worksheet
to keep track of the improvements to your home. This
is a good way to organize your information about the
cost of your home. There are a number different home
improvement subjects to help you reconstruct the cost
of your home, if you did not keep your records up-to-date.
This form contains a worksheet
to keep track of the improvements to your home. This
is a good way to organize your information about the
cost of your home. There are a number different home
improvement subjects to help you reconstruct the cost
of your home, if you did not keep your records up-to-date.
FileTax
Tip: At FileTax we think you should continue
to keep this information. Do not assume the tax law
will not change again. Keeping this record up to date
each year takes less than 30 minutes per year.
FileTax
Tip: In our home records we label a large
file or envelope "HOME". Inside this record
is the bills for home improvements and the master record.
This has saved us thousands of current and deferred
tax dollars.
FileTax
Tip: This records system works so well, we
use it for our vacation and rental property.
ClientF.pdf
This form is used to keep
track of current and past carryover records. Use it
to record your IRA basis.
FileTax
Tip: Take your old return and enter the nondeductible
contributions before you trash the old tax returns.
You are going to need this information in the future.
Use this form to keep track of amortization of things
like, points, bond premiums and discounts, organization
and start up costs. Charitable contributions made but
not deducted carry forward. Keep track of unused contributions
for future use. Keep a copy of the deferred gain and
a copy of your 2119
form for past gain deferrals on your residence.
This is still important and you will use this information
when you sell your home.
Interests
worksheet.pdf
This form is used to keep
a record of the allocation of interest expense. This
form is used to track interest charges from one or more
loan sources to different types of deductable and non-deductable.
FileTax Tip, if
you are borrowing money and using those borrowed funds
for mixed use, personal, investment, trade or business
or passive activities, you can need to do this worksheet.
This
material is provided for general and educational purposes
only, and is not intended to provide legal, tax or investment
advice. Individuals who wish to invest in retirement plans
should contact their tax and financial advisors regarding
their specific legal or tax situation.
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