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January 2021
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Our Services
BOOKKEEPING
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OTHER SERVICES
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EXPENSE DESCRIPTION FORM
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*
ADDRESS
*
SSN/TAX ID
*
Type of Business
*
GROSS RECEIPT
EXPENSE ITEM DESCRIPTION
AMOUNT
EXPENSE ITEM DESCRIPTION
AMOUNT
Accounting
Janitorial
(copy)
Advertising
(copy)
Laundary and Cleaning
(copy) (copy) (copy)
Bank Charges
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Legal and Professional Services
(copy) (copy)
Bond purchase premium
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Marketing
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Car and truck expenses
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Meals and entertainment
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Cash short/over
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Meetings
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Cell phone
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Miscellaneous
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Clean fuel vehicle deduction
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Office expense
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Computer
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Parking & Tolls
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Conulting
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Payroll processing expenses
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Contract labor
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Pensions & profit sharing
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Credit & collection cost
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Permits & fees
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Depletion
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Printing
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Depreciation
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Recruiting
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Discounts
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Rent - Office
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Dues & Subscriptions
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Rent - Vehicle
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Education & Training
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Rent - Other
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Employee benefits
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Repairs & maintenance
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Equipment rental/lease
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Sales
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Fuels
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Salaries & wages
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Gifts
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Security
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Independent Contractor
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Software
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Insurance
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Supplies
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Building
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Taxes & licenses
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liability
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Telephone
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other insurance
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Tools
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workers comp.
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Travel
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Internet
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Uniforms
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Interest mortgage
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Utilities
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Interest other
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Waste removal
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Other - itemize
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Phone
Submit
TAX PAYER PROFILE/INFORMATION
TAX PAYER
*
DATE OF BIRTH
*
ADDRESS
*
OCCUPATION
*
TELEPHONE NUMBER - HOME
TELEPHONE NUMBER - CELL
TELEPHONE NUMBER - WORK
MARRIED/SINGLE/WIDOWED/ (Please circle one)
Married
Single
Widowed
IF MARRIED WIDOWED - SPOUSE NAME
*
DATE OF BIRTH
*
ADDRESS IF DIFFERENT
*
OCCUPATION
*
TELEPHONE NUMBER - HOME
TELEPHONE NUMBER - WORK
TELEPHONE NUMBER - CELL
FOR WIDOWS, - DATE OF DEATH OF YOUR SPOUSE
TAX PAYER INFORMATION CONTINUES NEXT PAGE
Phone
Submit
DEPENDENTS
NAME OF THE DEPENDENT
*
DATE OF BIRTH
*
RELATIONSHIP
*
NAME OF THE DEPENDENT
*
DATE OF BIRTH
*
RELATIONSHIP
*
NAME OF THE DEPENDENT
*
DATE OF BIRTH
*
RELATIONSHIP
*
NAME OF THE DEPENDENT
*
DATE OF BIRTH
*
RELATIONSHIP
*
NAME OF THE DEPENDENT
*
DATE OF BIRTH
*
RELATIONSHIP
*
NAME OF THE DEPENDENT
*
DATE OF BIRTH
*
RELATIONSHIP
*
Website
Submit
SCHEDULE A - ITEMIZED DEDUCTIONS
MEDICAL AND DENTAL EXPENSES
OUT OF POCKET MEDIAL INSURANCE PAID
(copy)
*
PROPERTY TAXES PAID
(copy) (copy)
*
DMV FEES/OTHER TAXES PAID
(copy) (copy) (copy)
*
MOTGAGE INTEREST PAID 9(attach 1098)
(copy) (copy) (copy) (copy)
*
MOTGAGE INSURANCE PAID
(copy) (copy) (copy) (copy) (copy)
*
POINTS PAID
(copy) (copy) (copy) (copy) (copy) (copy)
*
GIFTS/CHURCH/CHARITIES/DONATIONS(attach receipts)
(copy) (copy) (copy) (copy) (copy) (copy) (copy)
*
CASUALTY AND THEFT LOSES
(copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
*
Email
Submit
EDUCATION CREDIT FORM
NAME OF STUDENT
*
STUDENT SSN
*
NAME OF SCHOOL ATTENDED
*
SCHOOL ADDRESS
*
OTHER SCHOOL ATTENDED
*
ADDRESS
*
NUMBER OF YEARS IN SCHOOL
*
DEGREE ACQUIRED
*
AMOUNT PAID FOR SCHOOL
*
GRANT RECEIVED
*
STUDENT LOAN TAKEN (CURRENT YEAR)
*
RECEIVED 1098 T(attach form 1098-T)
*
SIGN
*
DATE
*
NAME
*
Phone
Submit
RENTAL INCOME PROPERTY
RENTAL PROPERT ADDRESS
*
NUMBER OF DAYS RENTED LAST YEAR
*
TYPE OF PROPERTY - SINGLE OR HOW MANY UNITS?
*
INCOME:
HOW MUCH RENT COLLECTED
*
EXPENSES:
ADVERTISING
*
AUTO AND TRAVEL EXPENSES
*
CLEANING AND MAINTENANCE OR GARDNER
*
INSURANCE
*
LEGAL & PROFESSIONAL FEES
*
MANAGEMANT FEES
*
MORTGAGE INTEREST PAID
*
REPAIRES - INCLUDING PLUMBING
*
SUPPLIES
*
TAXES PAID
*
UTILITIES
*
OTHER FEES
*
Message
Submit
CHILD AND DEPENDENT CARE EXPENSES
CHILDCARE PROVIDER INFORMATION
CARE PROVIDER NAME
*
ADDRESS
*
TAX ID OR SSN NUMBER
*
AMOUNT PAID
*
CHILDCARE PROVIDER INFORMATION
CARE PROVIDER NAME
*
ADDRESS
*
TAX ID OR SSN NUMBER
*
AMOUNT PAID
*
Website
Submit
DAYCARE EXPENSES SHEET
INSTRUCTION SUPPLIES & EXPENSES
A
ADVERTISING
Single Line Text
ART & CRAFTS MATERIALS
Single Line Text (copy)
BOND
Single Line Text (copy) (copy)
BOOKS-CHILDREN'S
Single Line Text (copy) (copy) (copy)
BOTTLES-BABY
Single Line Text (copy) (copy) (copy) (copy)
CHILD PROOFING DEVICES
Single Line Text (copy) (copy) (copy) (copy) (copy)
CLEANING SUPPLIES
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy)
BATHROOM SUPPLIES(TOOTHPASTE, SOAP, ETC.)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy)
CONTINUING EDUCATION(CARE PROVIDER)
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CPR TRAINING
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
BABY WIPES, SANITICER
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
EDUCATIONAL TOYS
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FIRST AID SUPPLIES
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FOOD
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FORMULA
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
INSURANCE-BUSINESS
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LAUNDRY
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LAUNDRY SUPPLIES
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LEGAL & PROFESSIONAL SERVICES
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LICENSE
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OFFICE SUPPLIES
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PAPER (TISSUE)
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PAPER - TOILET, TOWELS
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PARTY SUPPLIES
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PAYROLL
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TAX PREPARATION
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TELEPHONE
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TICKETS, FESS, ETC.- FIELD TRIPS
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TOYS
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VIDEO RENTAL & PURCHASES FOR DAYCARE
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OTHER: BLANKETS FOR DAYCARE CHILDREN
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OTHER: COTS
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POSTAGE FOR DAYCARE MAIL
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OTHER: CHILD BINS, BOOKCASE FOR CHILD BOOKS
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OTHER: CHILD BINS, BOOKCASE FOR CHILD BOOKS
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TOTAL COST FOR SUPPLIES & EXPENSES
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Message
Submit
INSTRUCTION BUSINESS USE OF HOME
C
TOTAL SQUARE FEET OF HOME
Single Line Text
BUSINESS AREA OF HOME
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INSURANCE
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RENTS
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TOTAL COST OF BUSINESS
Single Line Text (copy) (copy) (copy) (copy)
USE OF HOME
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Website
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ALLOCATED EXPENSES:
DIRECT
INDIRECT
CLEANING SERVICES
Single Line Text
Single Line Text (copy)
GARDENER
Single Line Text (copy)
Single Line Text (copy) (copy)
MAINTENANCE
Single Line Text (copy) (copy)
Single Line Text (copy) (copy) (copy)
PAINTING
Single Line Text (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy)
REPAIRS-EXTERIOR
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Single Line Text (copy) (copy) (copy) (copy) (copy)
REPAIRS-INTERIOR
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Single Line Text (copy) (copy) (copy) (copy) (copy) (copy)
REPAIRS-YARDS,FENCE,ETC.
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Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy)
TRASH SERVICE
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
UTILITIES:
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
CABLE
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
ELECTRIC
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
GAS
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
WATER
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
DISHWASHER
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
DRYER
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
FENCING
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
REFRIGERATOR
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
TELEVISION
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
VCR
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
DVD
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
WASHER
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
OTHER:
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
OTHER:
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
TOTAL COST FOR ALLOCATED:
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Single Line Text (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy) (copy)
Message
Submit
INSTRUCTION AUTO TRAVEL
B
CONTINUING EDUCATION (MI.)
Single Line Text
FIELD TRIP (MI.)
Single Line Text (copy)
Email
Submit
INSTRUCTION CAPITAL PURCHASES
D
CAR SEATS
Single Line Text
CRIBS
Single Line Text (copy)
Message
Submit
