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Tax Worksheets

These worksheets were designed to aid you in gathering your tax information. Please remember that they are only a guide and are not intended to be all-inclusive. You may have an income item or incurred an expense that is not listed on our worksheet. That doesn't mean it's not deductible. Just list it under "other" and we can discuss it.

Certain business professions have deductions common to that type of business. To that end, we have put together worksheets that will help "remind" you of certain deductions. Keep it handy all year as a reminder of the type of deductions that will help you reduce your taxes.

Please find the Tax Worksheets listed below.

Tip: No matter what the occupation, if audited IRS measures most deductions by two tests - ordinary and necessary. Is the expense ordinary to your occupation and is it necessary to incur the expense in order to do your job? If it meets both tests, there is a good chance it is deductible. An ordinary expense is one which is customary in your particular line of work. A necessary expense is one which is appropriate, but not necessarily esssential in your business. The application of these terms to you relies heavily on the "facts and circumstances" of your unique situation.

Tip: If you deduct ordinary and necessary business expenses, it is essential to keep a written or digital log of your business activities and expenses. The log should include details like: the person you are meeting, reason for meeting, date and time, and number of miles driven. An accurate up to date log is an invaluable tool in the event of an IRS audit.

Need the current tax tables and rates? Click here

Need a tax form or publication from IRS?    FTB?

Need to authorize Better Ledger to disclose your tax return on your behalf?

Disclosure Authorization - Barb

Disclosure Authorization - Ana

 

Available Worksheets

Tax Appointment Income Checklist Personal Deductions Non Cash Donations Medical Deductions
Rental Property Stock Sales Business Professionals Clergy Day Care Providers
Educators Entertainers Fire Fighters Medical Professionals Overnight Drivers
Peace Officers Realtors Sales Representatives Home Office Vehicle

 

 

 


 

 

 

 

 

 

Tax Appointment

 

It's a question we get asked often....what do I bring to my tax appointment?

All tax forms you receive, information about major changes (marriage, divorce, home purchase, and adoption among others), logs and substantiation of business expenses and deductions, and the engagement letter you received with your appointment reminder. (Please note - there are 3 worksheets below.)

This is a list of the most common forms but there are other forms you may receive.

 

Besides the tax forms you received, you need to consider all of the these things that may have happened during the year.

In order to assist us in doing the best job for you please answer these questions.

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Income Checklist

 

We have designed the Income Checklist to aid you in gathering information. This file can be downloaded below.

Income Checklist

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Personal Deductions

 

We have designed the Personal Itemized Deduction Worksheets to aid you in gathering information. These files can be downloaded below.

Taxes and Interest Worksheet

Charitable Contributions Worksheet

Employee Business Expenses Worksheet

Vehicle Expenses Worksheet

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Non Cash Donations

 

We have designed the Fair Market Value Guide for Used Items (other than clothing) to aid you in gathering information. This guide is available here.

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Medical Deductions

 

We have designed the Medical Expenses Worksheet to aid you in gathering information. This file can be downloaded below.

Medical Expenses Worksheet

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Rental Property

 

We have designed the Rental Property Worksheet to aid you in gathering information. This file can be downloaded below.

Rental Property Worksheet

Be ready for reporting requirements! Have your service providers fill out a W-9! www.irs.gov/pub/irs-pdf/fw9.pdf

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Stock Sales

 

We have designed the Stock Sales Worksheet to aid you in gathering information. This file can be downloaded below.

Stock Sales Worksheet

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Business Professionals

 

We have designed the Business Professionals Worksheet to aid you in gathering information. This file can be downloaded below.

Business Professionals Worksheet

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Clergy

 

We have designed the Clergy Worksheet to aid you in gathering information. This file can be downloaded below.

Clergy Worksheet

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Day Care Providers

 

We have designed the Day Care Providers Worksheet to aid you in gathering information. This file can be downloaded below.

Day Care Providers Worksheet

Use the following chart for Standard Meals and Snack Rates in the Continental U.S.

 

Meal 2005 2006
Breakfast $1.04 $1.06
Lunch and Dinner (each) $1.92 $1.96
Snacks (each/up to 3) $ .57 $ .58

 

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Educators

 

We have designed the Educator Expenses Worksheet to aid you in gathering information. This file can be downloaded below.

Educator Expenses Worksheet

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Entertainers

 

We have designed the Entertainers Worksheet to aid you in gathering information. This file can be downloaded below.

Entertainers Worksheet

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Fire Fighters

 

We have designed the Fire Fighters Worksheet to aid you in gathering information. This file can be downloaded below.

Fire Fighters Worksheet

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Medical Professionals

 

We have designed the Medical Professionals Worksheet to aid you in gathering information. This file can be downloaded below.

Medical Professionals Worksheet

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Overnight Drivers

 

We have designed the Overnight Drivers Worksheet to aid you in gathering information. This file can be downloaded below.

Overnight Drivers Worksheet

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Peace Officers

 

We have designed the Peace Officers Worksheet to aid you in gathering information. This file can be downloaded below.

Peace Officers Worksheet

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Realtors

 

We have designed the Realtors Worksheet to aid you in gathering information. This file can be downloaded below.

Realtors Worksheet

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Sales Representatives

 

We have designed the Sales Representatives Worksheet to aid you in gathering information. This file can be downloaded below.

Sales Representatives Worksheet

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Home Office

 

We have designed the Home Office Worksheet to aid you in gathering information. This file can be downloaded below.

Home Office Worksheet

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Vehicle

 

We have designed the Vehicle Expenses Worksheet to aid you in gathering information. This file can be downloaded below.

Vehicle Expenses Worksheet

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