Optional Worksheets

The worksheets below have been provided for your convenience
to assist you in organizing your tax papers.

If applicable and you decide to use them, then proceed as follows:

Step 1  Click on the worksheet of your choice.
Step 2  Save to your computer.
Step 3  Close your browser window.
Step 4  Open worksheet, fill out the worksheet at your convenience and re-save to your computer.

Note: When you have all your tax documents ready, upload all of them to your Source Documents folder in your Vault and upon completion notify us by submitting the authorization form (see Entry Page) so that we can prepare your return for your review.


Itemized Personal Expenses

Vehicle Expenses

Rental Property Income & Expenses

Business Income & Expenses

Tax Checklist