Client Tools

  • 1040 Document Checklist: A generic list of the most common documents and tax forms required to file individual tax returns (Form 1040)
  • AccuPay W-2 Construction: An informative document on how to read your W-2 and what information is or should be included in each box as prescribed by the IRS. Document produced by AccuPay
  • Capital Asset Policy: A template to document the criteria used to categorize purchases as capital assets or as an expense.  Threshold amount is determined by business owner
  • Schedule C: A template to summarize sole proprietor business activity when Quickbooks or other financial software is not used to track transactions. The Template can be completed and returned with your other tax related documents
  • Schedule E: A template to summarize rental activity (residential, commercial and self-rental) when Quickbooks or other financial software is not used to track transactions. The Template can be completed and returned with your other tax related documents
  • Goodwill Pricing: This handy guideline comes from Goodwill and can be used to value your non-cash donated items
  • Non-Cash Donations: A template to help you summarize your non-cash donation throughout the year.  The template provides a place to enter the information required for each non-cash donation
  • IRS 20 questions about independent contractors: This easy to understand publication from the IRS, provides guidance on determining if a person working for you can be considered an independent contractor or must be treated as a W-2 employee