These helpful worksheets can help you organize your tax data.
- The Client Data Worksheet should be used to gather your personal information for the tax returns.
- The Itemized Deductions Worksheet should be used to gather your expenses for Schedule A (Itemized Deductions).
- The Profit and Loss Worksheet should be used to gather your income and expenses for Schedule C (Profit and Loss From Business) and for corporations (Partnerships, S-Corporations, C-Corporations, Limited Liability Corporations).
- The Rental Income and Expenses Worksheet should be used to gather your income and expenses for Schedule E (Income or Loss from Rental Real Estate and Royalties).