Forms

Several forms you may find useful are provided below. Clicking the link will preview the attachment in a separate window. From there you may print, download, or bookmark the link.

Charitable Contributions:

• Non-cash Contribution Worksheet – Excel, with formulas
• Non-cash Contribution Worksheet – PDF, without formulas
• Charitable Contributions

Industry-specific Deduction Worksheets:

• Fast-Food Manager’s Complete Worksheet packet
• Fast-Food Manager’s Tax Deduction Worksheet
• Fast-Food Manager’s Mileage Worksheet
• Sales Personnel Tax Deduction Worksheet
• Sales Personnel Mileage Worksheet
• Law Enforcement Deductions
• Direct Selling Industry – IRS Guidelines
• Ministers & Clergy

Real Estate:

• 1031 Exchanges
• Rental Expense Record
• Schedule E Rental Worksheet

General Worksheets:

• Auto Expense Worksheet
• Schedule C Business Expense Worksheet
• Supplemental Expense Worksheet

IRS Forms:

• Identity Theft Affidavit