.
I have been preparing 1040s for individuals in all walks of life since February of 1972. Over the years I have developed a collection of forms, schedules and worksheets that have proven very helpful in my practice - and which you might find them helpful to your practice as well.
Some of my “homemade” forms are given to clients to help them provide me with the information I need to properly prepare their returns. Some are used as “memos” to the client’s copy and my office file copy to back-up items reported on the returns. Others are used as attachments to the returns.
The regular price for this collection is $6.00, but you can have this package of forms, schedules and worksheets for a limited time for half price – only $3.00! While this special offer was originally limited to members of NATP it is now expanded to include all readers of the NJ TAX PRACTICE BLOG.
The forms package will be sent as a “word document” email attachment, so you may edit and revise them as you see fit to personalize them to your firm, to customize them be more relevant to your particular practice or clients or specific professions, or to update information for annual COLAs or tax law changes.
Here is a listing of what is included in the package.
A. SCHEDULE A –
1. Supplement to Schedule A
2. Medical Expense Worksheet
3. Medical Expenses – Out of Pocket Analysis
4. Charitable Contribution Listing – for non-cash contributions
5. Charitable Contribution Record – for cash contributions (2 pages)
6. Charitable Mileage Record
7. Contribution Worksheet
8. Employee Business Expenses – generic format, can be customized
9. Employee Business Expenses – Police Officer – example of customized
10. Conventions, Conference and Education
11. Miscellaneous Expenses #1
12. Miscellaneous Expenses #2
B. SCHEDULE C – (some of these forms can also be used for employee expenses)
1. Allocation of Expenses
2. Automobile Expense Worksheet
3. Auto Mileage Log
4. Business Expenses of a Freelance Writer
5. Business Travel Record
6. Computer Use Log
7. Election to Deduct Organization Expenses
8. Employee Expense Report
9. Employee Time Card
10. Home Office Deduction Worksheet
11. Cell Phone Log
C. SCHEDULE D – 1. Cost Basis Worksheet
B. SCHEDULE E –
1. Owner-Occupied Multi-Unit Rental Property Expense
2. Statement of Rental Income and
3. Statement of Rental Income and Expenses – Vacation Property
4. Multi Family Building
D. GENERAL –
1. Alternative Minimum Tax Worksheet
2. Does Not Have To File
3. Statement of Dividend Income
4. Statement of Pension Income
Send your check or money order for $3.00 (payable to TAXPRO SERVICES CORPORATION) and your email address to –
TAXPRO FORMS SPECIAL OFFER
TAXPRO SERVICES CORPORATION
PMB 304
72 VAN REIPEN AVENUE
JERSEY CITY NJ 07306-2806
FYI – I do not accept Paypal.
TAFN
I have been preparing 1040s for individuals in all walks of life since February of 1972. Over the years I have developed a collection of forms, schedules and worksheets that have proven very helpful in my practice - and which you might find them helpful to your practice as well.
Some of my “homemade” forms are given to clients to help them provide me with the information I need to properly prepare their returns. Some are used as “memos” to the client’s copy and my office file copy to back-up items reported on the returns. Others are used as attachments to the returns.
The regular price for this collection is $6.00, but you can have this package of forms, schedules and worksheets for a limited time for half price – only $3.00! While this special offer was originally limited to members of NATP it is now expanded to include all readers of the NJ TAX PRACTICE BLOG.
The forms package will be sent as a “word document” email attachment, so you may edit and revise them as you see fit to personalize them to your firm, to customize them be more relevant to your particular practice or clients or specific professions, or to update information for annual COLAs or tax law changes.
Here is a listing of what is included in the package.
A. SCHEDULE A –
1. Supplement to Schedule A
2. Medical Expense Worksheet
3. Medical Expenses – Out of Pocket Analysis
4. Charitable Contribution Listing – for non-cash contributions
5. Charitable Contribution Record – for cash contributions (2 pages)
6. Charitable Mileage Record
7. Contribution Worksheet
8. Employee Business Expenses – generic format, can be customized
9. Employee Business Expenses – Police Officer – example of customized
10. Conventions, Conference and Education
11. Miscellaneous Expenses #1
12. Miscellaneous Expenses #2
B. SCHEDULE C – (some of these forms can also be used for employee expenses)
1. Allocation of Expenses
2. Automobile Expense Worksheet
3. Auto Mileage Log
4. Business Expenses of a Freelance Writer
5. Business Travel Record
6. Computer Use Log
7. Election to Deduct Organization Expenses
8. Employee Expense Report
9. Employee Time Card
10. Home Office Deduction Worksheet
11. Cell Phone Log
C. SCHEDULE D – 1. Cost Basis Worksheet
B. SCHEDULE E –
1. Owner-Occupied Multi-Unit Rental Property Expense
2. Statement of Rental Income and
3. Statement of Rental Income and Expenses – Vacation Property
4. Multi Family Building
D. GENERAL –
1. Alternative Minimum Tax Worksheet
2. Does Not Have To File
3. Statement of Dividend Income
4. Statement of Pension Income
Send your check or money order for $3.00 (payable to TAXPRO SERVICES CORPORATION) and your email address to –
TAXPRO FORMS SPECIAL OFFER
TAXPRO SERVICES CORPORATION
PMB 304
72 VAN REIPEN AVENUE
JERSEY CITY NJ 07306-2806
FYI – I do not accept Paypal.
TAFN


