TAX SERVICES | Tax Worksheets

To assist you in preparing for your tax appointment, we have several additional worksheets for specialized situations. We encourage you to print out any that are relevant to you to ensure that no deductions or expenses get overlooked.


Self-Employment Income & Expenses
For all income not earned as an employee, if one of the specialized worksheets below does not apply.

Home Office/Business Use of Home: For self-employed individuals or employees with a home office. (Not all home offices qualify for tax breaks; consult with your tax professional.)

Vehicle, Travel & EntertainmentFor those with unreimbursed business travel or business entertainment expenses.


Rental Income & Expenses For landlords. (Use this instead of the Self-Employed worksheet.)

Direct Seller Income & ExpensesFor those who sell products on consignment: jewelry, cosmetics, candles, housewares, etc. (Use this instead of the Self-Employed worksheet.)

Realtor Income & ExpensesFor individuals selling real estate as a primary or side job. (Use this instead of the Self-Employed worksheet.)

Daycare Provider Income & Expenses: For daycare owners. (Use this instead of the Self-Employed worksheet.)


Employee Business Expenses: For employees with unreimbursed job-related expenses. (Self-employed individuals should use the Self Employment Worksheet instead.)

Educator Expenses: For teachers, aides, instructors, counselors, or principals. You must be employed at a grade school or high school, work at least 900 hours during the school year, and have unreimbursed expenses for classroom supplies.

Law Enforcement Professional Expenses: Unreimbursed job-related expenses for police officers, corrections officers, and other law enforcement professionals.

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