Worksheets

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).
DescriptionLink
Client Data WorksheetPDF
Itemized Deductions WorksheetPDF
Profit and Loss WorksheetPDF
Rental Income and Expenses WorksheetPDF