Tax One Associates : Tax Checklists & Worksheets

Tax Checklists & Worksheets

We have designed these checklists and worksheets to assist you in gathering the information needed to prepare your return.We want to help you avoid overlooking important details and maximize your deductions. Also, due to new regulations, additional information is now requested from you than in the past. Tax preparers are now required to verify & keep certain records and you are required to report information on health insurance coverage, foreign accounts and make various other disclosures. In order to prepare a complete return, please use these forms as a guide and provide all required data.

Tax Checklist - Individuals

Self-employed Business Income and Expense Form

Rental Property -Income and Expense Form

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