ORGANIZERS FOR INDIVIDUAL TAXPAYERS
2020 Tax Appointment Checklist
2020 Individual Taxpayer Organizer
2020 Paid Preparer Due Diligence Checklist –
Complete this form if any of the following applies to you:
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- Have dependent children or college students
- Have an income of $15,820 or less for those filing Single or Head of Household
- Have an income of $21,710 or less for those Married Filing Jointly
2020 Individual Taxpayer Organizer -Sole Proprietorship – Please complete this one if you have a business
Business Spreadsheet for tax purposes with startup – For Schedule C Businesses (with no accounting system)
Donation Value Guide – Donation Guide for donated clothing and good – Goodwill, Salvation Army, etc.
ORGANIZERS FOR BUSINESSES
2020 C -Corporation Tax Organizer
2020 S Corporation Tax Organizer
2020 Partnership Tax Organizer