TAX SERVICES | Tax Worksheets

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

Business Professional Deductions: Use this worksheet if you work as an employee and have unreimbursed job-related expenses, or if you are self-employed.

Daycare Provider: If you run a daycare, use this worksheet to organize your expenses.

Direct Seller: Use this worksheet if you sell products on consignment.

Educator Deductions: If you are a teacher, aide, instructor, counselor, or principal at a grade school or high school, work at least 900 hours during the school year, and have unreimbursed classroom expenses, use this worksheet.

Home Office/Business Use of Home: Use this worksheet if you are an employee or self-employed and have a home office, or if you run a daycare out of your home. (Not all home offices qualify for tax breaks; consult with your tax professional.)

Law Enforcement: This worksheet is for police, corrections officers, and other law enforcement professionals.

Realtor Deductions: If you see real estate as your primary or side job, use this worksheet.

Rental Expenses: This worksheet is for you if you rent property to others.

Vehicle, Travel & Entertainment: This worksheet supplements the other worksheets. Use it if you have unreimbursed business travel or entertainment expenses.

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