TAX STORE. Be Tax Prepared. FALL 2015

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1 TAX STORE FALL 2015 Be Tax Prepared.

2 Educational Material Updates Galore All the great updates offered in our live courses are available as books or DVDs. Learn on your schedule DVD set is a recording of a full-day live workshop The Essential 1040 We have been providing tax professionals with the best tax update in the country for 29 years. This textbook covers key topics, such as standard features of the inflation-indexed updates for preparing individuals 2015 tax returns, new tax laws applicable to 2015 and recent developments as well as ethics. Basic level. Available in October Beyond the 1040 Teach your clients how to properly substantiate their deductions and be prepared to advise on the tax ramifications of divorce and how the divorce decree is written. Accurately compute quarterly estimated tax payments for your clients, ensuring they avoid the underpayment penalty. Properly report foreign investment income and disclose foreign investments to comply with new IRS requirements. Intermediate level. Available in October The Ultimate 1040 Bundle with Free Electronic Books Get all of our 1040 update materials and save! Bundle includes The Essential 1040 and Beyond the 1040 printed books with DVDs of both live workshops. Plus you ll get both electronic books FREE! Available in November. 195 Tax Season Quick Reference Card This easy-to-read card lists the most popular deductions for Packs of x 6. Available in November. The Essential Book 3501E Electronic 3501D DVD 3501DB DVD & Book Member Price $90 $85 $85 $155 Nonmember Price $105 $99 $99 $165 Beyond the Book 3502E Electronic 3502D DVD 3502DB DVD & Book Member Price $90 $85 $85 $155 Nonmember Price $105 $99 $99 $165 The Ultimate 1040 Bundle 4514 Member Price $202 Nonmember Price $242 Tax Season Quick Reference Card 195 Member Price $4 Nonmember Price $5 2 To order: natptax.com/fall natp@natptax.com

3 Educational Materials EA Exam Review Course Materials Advance your business and earning potential, while also better serving your clients. Study with our information-packed textbooks and flashcards so you can pass the SEE the first time! EA Pass Rate 92% using NATP education 3503 EA Exam Review Course Textbook Part I Emphasizes the concepts and theories of individual taxation, including individual filing of income tax returns, estate and gift tax returns. Intermediate level EA Exam Review Course Textbook Part II Filled with information on business income tax filing, estates and trusts income tax filing, retirement plans and tax-exempt organizations. Intermediate level EA Exam Review Course Textbook Part III Covers representation practices and electronic filing rules and procedures. Intermediate level. EA Exam Review Course Electronic Flashcards Provides challenging definitions and facts to help you study for the exam. Each part is divided into categories so you can review by topic. 3503F Part I 3504F Part II 3505F Part III 3506F All 3 Parts 4529 The Ultimate EA Exam Review Course Bundle Save when you purchase the entire package! You ll get all 3 printed textbooks and the complete library of electronic flashcards. Plus you get all 3 electronic books FREE! Textbooks All 3 Books 3506 Member Price $90 $90 $65 $230 Nonmember Price $105 $105 $80 $275 Electronic Textbooks 3503E 3504E 3505E All 3 Books 3506E Member Price $85 $85 $57 $215 Nonmember Price $99 $99 $76 $265 Electronic Flashcards 3503F 3504F 3505F 3506F Member Price $20 $15 $10 $35 Nonmember Price $25 $20 $15 $45 The Ultimate EA Bundle 4529 Member Price $265 Nonmember Price $320 3

4 3579 For further details visit natptax.com/fall 3565S Gleim EA Review System Books & Test Prep Online (2015) Combines the comprehensive outlines of the Gleim EA Review books with the unparalleled question bank found in the EA Test Prep, creating a powerful tool to help you pass the EA exam. 3561S Part 1: Individuals 3562S Part 2: Businesses 3563S Part 3: Representation, Practices and Procedures 3565S All 3 Parts 3579 Fast Forward Academy EA Smart Bundle (2015) With patented technology, one-click intelligent learning, academic support and EA course access, this bundle gives you everything you need to pass the EA exam the first time. Includes a comprehensive EA study guide, unlimited practice exams and detailed performance data that allows you to pinpoint your weakest subjects. One-user license. All sales of Fast Forward and Gleim products are final and nonreturnable. Gleim Book/Online Test Prep 3561S 3562S 3563S Member Price $ $ $79.95 Nonmember Price $ $ $89.95 Gleim Book/Online Test Prep All 3 Parts 3565S Member Price $ Nonmember Price $ FFA EA Smart Bundle 3579 Member Price $410 Nonmember Price $460 4 To order: natptax.com/fall natp@natptax.com

5 Educational Materials 3373 Introduction to Fixed Assets Introduces basic depreciation on Form 4562, including 179 and bonus depreciation. Review the special rules for listed property (e.g., passenger automobiles, etc.), how to report the sale of business property on Form 4797 and the tax consequences of such sales. Basic level National Conference Textbook Includes presentation material on over 45 informative topics from this year s National Conference. View topics at natptax.com/fall Net Operating Losses As tax preparers increasingly find themselves working with clients who are incurring net operating losses (NOLs), it s more important than ever that they know the provisions under 172, Net Operating Loss Deduction. This textbook enhances your understanding of NOLs and alternative minimum tax NOLs and demonstrates how to apply them effectively using Form 1045 or Form 1040X. Intermediate level. Textbooks Member Price $65 $65 $90 Nonmember Price $80 $80 $110 Electronic Textbooks 3373E 3437E 3508E Member Price $57 $57 $85 Nonmember Price $76 $76 $105 5

6 3548C Preparing C Corporation Returns Designed for tax professionals who are looking to expand their practice by preparing C corporation returns. Discusses the general tax aspects applicable to domestic C corporations, including line-item explanations designed to aid in the preparation of Form Basic level. 3548S Preparing S Corporation Returns Perfect for tax professionals adding the preparation of S corporation returns to their business, and those who are simply looking to get up to speed on the most common areas of S corporation taxation. Contains the information necessary to accurately prepare Form 1120S and the schedules that accompany it. Basic level Preparing Partnership Returns Preparing partnership returns is a great way to expand your business. This textbook covers the basics of partnership taxation and completing a partnership return with accompanying schedules. Learn how to track partners basis in the partnership and the impact of partnership distributions. Basic level. Available in September Basics of Basis When buying or selling assets, the basis of those items is critical to the future calculation of capital recovery, gain or loss realization and recognition and depreciation. Assets discussed are tangible or intangible property, including real and personal property, stocks, bonds and mutual funds, as well as partnership and S corporation interests. Basic level Introduction to Bookkeeping Good business records are necessary to prepare an accurate trial balance, and financial statements are used to monitor the progress of the business and prepare the tax return. Develop a basic understanding of simple financial statements, journal entries and inventory maintenance for your small business clients. Basic level. Available in September. Textbooks 3548C 3548S Member Price $90 $90 $90 $65 $45 Nonmember Price $105 $105 $105 $80 $50 Electronic Textbooks 3548CE 3548SE 3547E 3566E 3360E Member Price $85 $85 $85 $57 $38 Nonmember Price $99 $99 $99 $76 $44 6 To order: natptax.com/fall natp@natptax.com

7 Get CPE! Enhance your education with our CPE-credited webinars, self-study courses and workshops. Go to natptax.com and visit Events & Education for more info Introduction to Trusts and Form 1041 Introduces trusts, including how and why various types of trusts are created, the rights and duties of the parties involved and fiduciary income tax filing requirements. Learn how to complete a basic income tax return for a trust by analyzing its income, deductions and distributions during its existence and termination. Basic level The Final 1040 and Estate Returns Be prepared to assist taxpayers with tax filing before and after death. This textbook explains the basic rules for preparing a decedent s final personal income tax return, the income tax rules governing a decedent s estate and the federal estate tax return. Contains examples illustrating these rules during preparation of Forms 1040, 1041 and 706. Intermediate level Foreclosures and Debt Cancellation Unfortunately, there are times when taxpayers find themselves unable to repay home mortgages, credit card debt or other personal or business loans. This textbook guides you through the rules for foreclosures, explains how to include or exclude income from debt cancellation on the debtor s tax return and explores the effect of excluding cancelled debt on the taxpayer s other tax attributes. Basic level. Textbooks Member Price $90 $140 $45 Nonmember Price $105 $155 $50 Electronic Textbooks 4518E 4519E 4516E Member Price $85 $136 $38 Nonmember Price $99 $150 $44 7

8 ebooks Take Your Education With You! With ebooks, you can study on your mobile device. See book descriptions at natptax.com/fall. for download 3486E Annual Tax Update Available in October 3513E Alternative Minimum Tax (AMT) 3538E Clergy Taxation 3552E Ethics and Circular E Foreign Investment Reporting 3431E HRAs and HSAs 3432E Independent Contractor vs. Employee 4527E Introduction to Audits 3574E Introduction to Schedule C 3375E Introduction to Schedule D 3376E Introduction to Schedule E 3377E Introduction to Schedule F Electronic Textbooks 3486E 3513E 3538E 3552E 4433E 3431E 3432E 4527E 3574E 3375E 3376E 3377E Member Price $57 $38 $57 $38 $38 $38 $38 $38 $85 $57 $57 $85 Nonmember Price $76 $44 $76 $44 $44 $44 $44 $44 $99 $76 $76 $99 8 To order: natptax.com/fall natp@natptax.com

9 Educational Materials Download and Go ebooks make learning easy! See textbook descriptions at natptax.com/fall. 3558E Introduction to Tax Preparation 3422E K-1s for E K-1s for E K-1s for 1120-S Available in September 4517E Options for Paying IRS Debt 3451E Puts and Calls 3459E Retirement Plans for Small Businesses 4430E S Corporation Ownership Change 4431E S Corporation Shareholder Stock Basis and Loss Limitations 3357E Tax Issues of Divorce 4432E Understanding Common IRS Penalties Available in September 4522E Working Abroad and Form 2555 Available in September Electronic Textbooks 3558E 3422E 3423E 3424E 4517E 3451E Member Price $136 $38 $57 $38 $57 $24 Nonmember Price $160 $44 $76 $44 $76 $32 Electronic Textbooks 3459E 4430E 4431E 3357E 4432E 4522E Member Price $38 $24 $41 $38 $38 $38 Nonmember Price $44 $32 $50 $44 $44 $44 Electronic books and other downloadable products are nonreturnable. 9

10 Inbound Marketing: Get Found Using Google, Social Media and Blogs Stop pushing your message out and start pulling your customers in. Inbound Marketing shows you how to get found by customers online by taking advantage of Google, social media and blogs Attracting Perfect Customers Attracting Perfect Customers leads readers through a transformation, explaining that it is no longer productive or profitable to conduct business using warlike marketing techniques such as targeting customers and outmaneuvering the competition Building, Marketing & Operating a Profitable Tax Practice A valuable resource for those seeking to start their own tax practice. Over 280 pages are packed with tested and proven methods, ideas and techniques that show you how to quickly build a flourishing full-time or part-time tax practice and keep it running smoothly UnMarketing: Stop Marketing. Start Engaging. We ve been taught to market to others in ways we hate being marketed to (cold-calling, flyers, ads, etc.). UnMarketing shows you how to unlearn the old ways, while attracting and engaging the right customers The Referral Engine Marketing expert John Jantsch offers practical techniques for harnessing the power of referrals to ensure a steady flow of new customers. This smart, practical and original guide is essential reading for any company looking to grow without requiring a fat marketing budget. Book Member Price $20.95 $17.95 $42 Nonmember Price $24.95 $22.95 $50 Book Member Price $15.95 $15.95 Nonmember Price $18.95 $ To order: natptax.com/fall natp@natptax.com

11 3298 Reference Material 3298 Audit Proof the Tax Office 3498S Tax Office Manual Set Includes items 3298 and Buy the Set & Save Top Seller Designed with the real world tax office in mind. The new challenges we face in the tax industry require that we change some of our office procedures. In this manual, you ll find the forms and instructions you need to audit proof your office. In addition to the paper forms, you ll also receive a flash drive with over 35 forms including many PDF fill-in forms Best Practices for the Tax Office It s more important than ever to implement operating procedures in our offices that will establish and validate our tax knowledge, keep us in compliance with Circular 230 and safeguard the taxpayer. Loaded with samples you can start using right away. Includes a flash drive of the ready-made forms, lists, policies and procedures Deduct It! Deduct It! Do you itemize deductions on your Form 1040 Schedule A? Use Deduct It! Deduct It! to document items donated to charity. This program meets all IRS regulations and uses FMV (Fair Market Value) across the country in thrift shops, used clothing stores and auction websites with no double effort keying into a software program! Makes a great thank you gift or client handout at a tax preparation meeting or client event. Book S 3593 To view more reference material, visit natptax.com/fall. Member Price $75 $75 $139 $8.95 Nonmember Price $89 $89 $167 $

12 Church and Clergy Tax Guide An authoritative tax reference for churches, helping you navigate the many unique rules that apply to reporting for church and clergy. This guide includes easy-to-understand charts, sample forms and real-life illustrations for all your tax and legal questions Income Tax Guide for Ministers (2015 Edition) The 2015 edition for 2014 tax returns. Features step-bystep instructions for setting up a minister s compensation package to save tax dollars, and contains bulletins on recent court cases and legislation that affect a minister s tax filing. Also includes completed examples of payroll reports, W-2s and Form 1040 and its attachment schedules that specifically relate to tax matters of these professionals CCH U.S. Master Tax Guide (2016 Edition/2015 Tax Year) Offers helpful and practical guidance on today s federal tax law. This 99th Edition reflects all pertinent federal taxation changes that affect 2015 returns and provides fast and reliable answers to tax questions affecting individuals and business income tax. Available in December CCH State Tax Handbook (2016 Edition/2015 Tax Year) The perfect quick-answer tool for tax practitioners and business professionals who work with clients in multiple state tax jurisdictions. Available in December. Book Member Price $44.99 $19.95 $85 $97 Nonmember Price $49.99 $23.95 $95 $ To order: natptax.com/fall natp@natptax.com

13 Reference Material Quickfinder Handbooks (2015) Member Price Nonmember Price 3518 IRA and Retirement Planning $47 $ Depreciation (Available Nov.) $47 $ Premium Quickfinder (Available Dec.) $68 $ Social Security and Medicare (Available Jan.) $47 $ Quickfinder (Available Dec.) $47 $49 Extra Time Sold Here Be prepared for tax season with the industry s top tax reference guides Small Business (Available Dec.) $47 $ All States Quickfinder (Available Feb.) $76 $ Tax Planning for Individuals $47 $ Individuals Special Tax Situations (Available Dec.) $47 $ Health Care Reform (Available Jan.) $47 $ Annual Tax Update (Available Jan.) $47 $49 To view more reference material, visit natptax.com/fall. TheTaxBook (2015) Member Price Nonmember Price 3582 Deluxe Edition Fast Answer Tax Book (Available Dec.) $74 $ Edition Fast Answer Tax Book (Available Dec.) $48 $ All States Edition Fast Answer Tax Book (Available Feb.) $78 $ What s New In Depth (Available Jan.) $55 $ Small Business Edition (Available Dec.) $48 $ Health Care & Retirement (Available Dec.) $55 $59 13

14 Reference Material 4434E 4302E E Joint Property Taxation Electronic Book Examines critical issues of property titled as joint tenants with right of survivorship, including: common planning situations, tax and nontax advantages and disadvantages of joint ownership, determining basis for income tax purposes, paralyzing inflexibility of property titled in joint tenancy; federal estate, gift and income tax rules; income and gift tax topics associated with creating and terminating title to jointly owned property and more. 4302E Simple Guide to the Patient Protection and Affordable Care Act Electronic Book The PPACA is likely to affect every person and institution in the U.S. in some way. This electronic book is a great guide that reviews the principal provisions of the law and examines its tax impact on individuals and businesses. For a listing of topics covered, go to natptax.com/fall A Practitioner s Guide to Innocent Spouse Relief (Second Edition ) Takes you step-by-step through the Innocent Spouse claim process from information gathering to administrative proceedings, determination, trial and refund relief. For further details and to view the table of contents, go to natptax.com/fall. Published by the American Bar Association Section of Taxation. 131 pages. Book 4434E 4302E 4428 Member Price $64 $26 $79.95 Nonmember Price $80 $30 $ To order: natptax.com/fall natp@natptax.com

15 To view samples, visit natptax.com/fall. Client Resources Top Sellers Printed Client Brochures These full-color tri-fold brochures (and bi-fold #859) offer your clients helpful information in easy-tounderstand language. Add your business address and phone number to the back. 70# offset paper. 807 Charitable Contributions and Tax Deductions 813 Saving Records 843 Starting a Business 853 The Home Office 854 Auto Related Deductions 857 Choosing Your Business Entity 859 Our Privacy Policy (nondisclosure) Bi-fold 862 Tax Tips for Owners of Rental Property 863 Tax Tips for Self-Employed Taxpayers 895 Downloadable Client Brochures (2015/2016) This subscription includes all of the topics listed above, plus 26 more. They re available in PDF and plain text formats for easy access, anytime. The information is kept up-to-date with any necessary revisions applied by September 1, 2015, and January 15, All are available to download until December Downloadable TAX INSIGHT (2015) TAX INSIGHT features one or two short informative articles, important tax dates, reminders and updates, as well as fun quotes, historical facts and tidbits. It s a single-page 8.5 x 11, full-color PDF that you can print, post to your website or to your clients (a separate rich text file is also included). The PDF is set up so you can personalize the newsletter by adding your business name and address. At the end of each month, a new PDF will be available for you to download and share for the next month. TAX INSIGHT is sold as an annual subscription with 12 issues beginning January 2015 through December Downloadable 6-Month Subscription TAX INSIGHT (2015) Choose this option if you prefer to only receive issues from July through December Client Brochures Printed, 25 Per Pack Downloadable 895 Member Price $15 Per Pack $115 Nonmember Price $18 Per Pack $140 Downloadable TAX INSIGHT Subscription Member Price $84 $54 885/886 Nonmember Price $99 $69 15

16 Tax Tips Client Newsletters Choose from two printed newsletter formats: Single Fold folded to 8.5 x 11 page size. Tri-Fold for a standard #10 envelope. Downloadable version in various file formats for you to edit. Winter (2015/2016) Single Fold Single Fold Personalized Tri-Fold Tri-Fold Personalized Individual Version TTS3530 TTS3535 TTT3530 TTT3535 Business Version TTSB3530 TTSB3535 TTTB3530 TTTB3535 Downloadable Version TTD3540 Personalized Tax Tips Member Price $109 $142 $183 $220 $255 $400 Nonmember Price $129 $166 $216 $256 $295 $480 Non-personalized Tax Tips 50 Per Pack 1-9 Packs Packs 20+ Packs Member Price $18.25 Per Pack $17.25 Per Pack $16.25 Per Pack Nonmember Price $21.50 Per Pack $20.50 Per Pack $19.50 Per Pack Downloadable Tax Tips Member Price $41 Nonmember Price $52 16 To order: natptax.com/fall natp@natptax.com

17 Client Resources Smarter Clients Keep your clients in-the-know with Tax Tips. View samples at natptax.com/fall. 2015/2016 Winter Individual Tax Topics: Student loan interest deduction Medical expense deduction in unusual circumstances HSAs at age 65 Converting a traditional IRA to a Roth IRA Applying for social security benefits at age 62 Temporary rental of a room in your home Preparing for your tax appointment 2015/2016 Winter Small Business Tax Topics: Self-employed health insurance deduction Paying estimated taxes Automobile expenses New filing deadlines for business returns Investing in rental property Choosing a business entity Starting a business Personalized Option Personalize your newsletters with your business information and logo. (If you re a member, you can add the NATP member logo, too.) Order your personalized newsletters online and see your information as it will appear when printed. Please allow 2 to 3 weeks for delivery of the winter edition after the week of October 12. Downloadable Tax Tips Version Design your own or have your local printer customize a newsletter for you with downloadable Tax Tips. Individual and small Business versions are available in a variety of file formats (Microsoft Word, PDF & plain text) and can be imported into a word processing or desktop publishing application. With the electronic version of Tax Tips, you ll have the flexibility to reach your clients through print, or your website. Ordering and Shipping To guarantee your preferred style and quantity of the winter edition, place your order by September 23. Print orders received after September 23 will be filled while supplies last. The winter edition will be available for shipping the week of October

18 A Organized Clients Make a Happy Preparer Top Seller Handy record books make life simple! See inside pages at natptax.com/fall Home Basis Record Book Encourage your clients to use this client resource to keep accurate and complete records of their home expenses in order to minimize the tax consequences when selling a home. 17 pages. Size: 5.5 x Gambling Record Book This record book details what information must be kept to deduct gambling losses by providing a ledger to record each session and taxable winnings. 24 pages. Size: 4 x Travel and Entertainment Expense Record Book This great resource helps remind your clients which auto, travel and entertainment expenses they are required to keep daily records for. 64 pages. Size: 4 x To order: natptax.com/fall natp@natptax.com 610 Farm Tax Record Book (Blue) Helps your clients organize and accumulate the information necessary to accurately complete their income tax return. Contains sections for reporting income, expenses, wages paid, sales and equipment purchases and more. 55 pages. Size: 11 x A Farm Tax Record Book (Green) Uses multi-column ledger sheet approach to recordkeeping. 67 pages. Size: 11 x Member Price $1.80 Ea. $1.75 Ea. $1.70 Ea. Nonmember Price $2.10 Ea. $2.05 Ea. $2.00 Ea Member Price $1.30 Ea. $1.25 Ea. $1.20 Ea. Nonmember Price $1.45 Ea. $1.40 Ea. $1.35 Ea Member Price $2.20 Ea. $2.15 Ea. $2.10 Ea. $2.05 Ea. Nonmember Price $2.50 Ea. $2.45 Ea. $2.40 Ea. $2.35 Ea Member Price $5.05 Ea. $4.95 Ea. $4.85 Ea. Nonmember Price $5.75 Ea. $5.65 Ea. $5.55 Ea. 610A Member Price $5.15 Ea. $5.05 Ea. $4.95 Ea. Nonmember Price $5.85 Ea. $5.75 Ea. $5.65 Ea.

19 612 Client Resources Business Tax Record Book Help your clients keep track of business income and expenses. Great for reporting income, expenses, wages paid, sales and purchases of equipment and more. 54 pages. Size: 11 x Rental Tax Record Book Make recordkeeping easier for your clients with this handy, easy-to-follow format. Accommodates two rental properties and works well for part business/part personal. Summary at the end. 15 pages. Size: 8.5 x Income Tax Guide and Client Organizer Clients can easily summarize all of their pertinent tax data in this convenient 12-page booklet. The easy-to-understand format makes return processing simple and accurate. Includes mailing envelope. 12 pages. Size: 5.5 x Personal Data Diary Features forms for your clients to record important data like passwords, PIN numbers, will information, insurance policies, trust agreements, medical information, important contacts, financial information, final arrangements and much more. 27 pages. Size 8.5 X Member Price $3.95 Ea. $3.90 Ea. $3.85 Ea. Nonmember Price $4.55 Ea. $4.50 Ea. $4.45 Ea Member Price $1.80 Ea. $1.75 Ea. $1.70 Ea. Nonmember Price $2.10 Ea. $2.05 Ea. $2.00 Ea Member Price 71 Ea. 66 Ea. 63 Ea. 58 Ea. 53 Ea. Nonmember Price 84 Ea. 78 Ea. 74 Ea. 68 Ea. 62 Ea Member Price $5.10 Ea. $5.00 Ea. $4.90 Ea. Nonmember Price $5.80 Ea. $5.70 Ea. $5.60 Ea. 19

20 inside Top Seller Appointment Cards Remind your clients of their tax appointment. Message inside reads, For your convenience, your tax appointment has been scheduled for the date shown below. If this appointment is not suitable, please let me know and another time can be arranged. Folded to 4.25 x 5.5. White envelopes included. Packs of Thank You Cards Show your clients you care by sending them these thank you cards. Blank inside allowing for your own personal message. Folded to 7 x 5. White envelopes included. Packs of 50. To order: natptax.com/fall natp@natptax.com Birthday Cards Send best wishes and strengthen client relations with our special birthday cards. Folded to 7 x 5. White envelopes included. Packs of Happy Birthday Card Decorated with gifts cleverly wrapped in 1040 forms. Message inside reads, Best wishes for a wonderful birthday. May the year ahead be filled with success and happiness. 675 Birthday Cake Card Featuring whimsical birthday cakes to light up your client s day. Outside message reads, Hope your special day isn t Taxing with Happy Birthday! inside. Holiday Cards Send season s greetings to your clients and colleagues with these cards designed exclusively for NATP. White envelopes included. Folded to 7 x 5. Sold in packs of Abacus Holiday Card Features a colorful abacus on the front with a message inside that reads, Wishing you a wonderful holiday and a happy New Year. 673 Cookie Holiday Card Cheerful calculator cookies on the front with a message inside that reads, Wishing you happiness this holiday season and throughout the coming year. 674 Ornament Holiday Card Deck the halls with cheerful Refund, Credit and Deduction ornaments! Message inside reads, Season s greetings and best wishes for the New Year.

21 660 Keep in Touch! Business Products New Client Postcards Expand your business by inviting potential clients to schedule an appointment. Reverse side reads, Please consider me for all your tax preparation needs. You ll find my prices are fair and reasonable. Get your 1040 prepared for only $(blank for you to fill in). Call TODAY to schedule an appointment! 661 Appointment Postcards Conveniently inform your clients of the date and time of their pre-scheduled appointment. Reverse side reads, For your convenience, your tax appointment has been scheduled as shown on the front of this card. If this appointment is not suitable, please let me know and another time will be arranged. Show your clients that you re thinking of them. Quickly customize a message on these postcards by using your office printer or simply fill them out by hand. 200 cards per pack Per Pack 1 Pack 2-4 Packs 5-9 Packs 10+ Packs Member Price $26 Ea. $24 Ea. $22 Ea. $20 Ea. Nonmember Price $29.50 Ea. $27.50 Ea. $25.50 Ea. $23.50 Ea. 660, 661, 663 & Per Pack 1 Pack 2 Packs 5 Packs 10 Packs Member Price $23 $42 $100 $190 Nonmember Price $27 $50 $115 $ Estimated Tax Payment Reminder Postcards Use these attractive postcards to remind your clients that their estimated tax payment is due. Reverse side reads, Your Quarterly Estimated Payment is due to the IRS on (blank for you to fill in). 670, 671, 672, 673, 674 & Pack 2-4 Packs 5-9 Packs 10+ Packs 50 Per Pack Member Price $37 Ea. $34 Ea. $27 Ea. $22 Ea. Nonmember Price $43 Ea. $39 Ea. $31 Ea. $26 Ea Your Tax Return is Finished Postcards These postcards are great for letting your clients know that their tax return is ready. Reverse side reads, Your tax return has been completed and is ready for you. To view more greeting cards, visit natptax.com/fall. 21

22 Organization Is Key! Choose these great resources for your clients Green and Black CD 203 Striped CD Help reduce the amount of paper your clients need to keep for their tax and financial records with our writable CDs (CD-Rs). Space is available on each CD label to add your business information. 250 Black CD Envelope 251 White CD Envelope Keep your CDs from getting scratched with these 5 x 5 envelopes. 191 Data Itemizer Give your clients the opportunity to organize their figures as efficiently as possible by mailing this two-sided form to them prior to tax season. 25 copies per package. 8.5 x & Member Price $40.75 $71.50 $127 $ $555 Nonmember Price $48.25 $84.50 $147 $355 $ & Member Price $10.50 $18 $31 $72.50 $135 Nonmember Price $12.50 $21.50 $37 $85 $ Per Pack Member Price $7.50 Ea. Nonmember Price $9.50 Ea. 22 To order: natptax.com/fall natp@natptax.com

23 Business Products Digit Commercial Printing Calculator with Wireless Data Relay Features an extra large, fluorescent display for easy viewing. Optional Print-to-PC mode creates paperless tape in your spreadsheet. SEND key relays a single calculation wirelessly to any application on your PC. Keypad mode converts calculator to a wireless keypad. Cost/ sell/margin keys make for quick and easy profit margin calculations. Redi-Tag Printed Arrow Page Flags Help your clients quickly find where additional information is needed with Redi-Tag arrow flags. Preprinted flags indicate the action that is needed. After the flag is no longer necessary, simply remove it and reuse it. 120 flags per dispenser. 9/16 x 1-7/8 flag size. 725 Sign Here Red Flag 726 Sign & Date Yellow Flag Digit Commercial Printing Calculator with Prompt Logic and HELP Key Features financial, loan and time calculations. Fast and quiet 8 lines-per-second thermal printer does not require ink. Innovative Prompt Logic guides you while performing multiple functions, including installment loans, time calculations, cost/sell/margin, currency and more! 727 Missing Information Red Flag 725, 726 & 727 Member Price $5.75 Nonmember Price $6.25 Keeping Tabs Member Price $145 $111 Nonmember Price $163 $127 Our first-class products keep you accurate. Make your selection at natptax.com/fall. 23

24 Top Seller Smith Tax Service 1000 American Drive Pleasantville, USA A 500B Record Saver Envelopes Personalized Your clients will appreciate this convenient 12 x 9 envelope for gathering tax records. Text is printed on both sides and reflects current federal tax laws. 12 top opening. 500A 9 x 12 Client Mailing Envelopes 500B 9.5 x Client Mailing Envelopes Convenient sizes for storing or mailing returns. 12 or top opening. White Personalized Client Mailing Envelopes NATP will print your return address, plus your choice of FIRST CLASS MAIL, CONFIDENTIAL, PLEASE DO NOT FOLD or all three if requested. 12 top opening. White. NATP logo optional for members Member Price $33 $55 $104 $150 $192 $230 $430 Nonmember Price $38 $63 $120 $174 $224 $270 $ Personalized Member Price $113 $164 $207 $248 $290 $500 Nonmember Price $129 $188 $243 $292 $340 $ A and 500B Member Price $21 $36 $80 $145 $250 Nonmember Price $24 $41 $92.50 $165 $ Personalized Member Price $120 $180 $330 Nonmember Price $135 $205 $ To order: natptax.com/fall natp@natptax.com

25 This is HIGH STYLE Tax Preparation! 145 Premium Tax Folder with Box Pocket Personalized Superior quality in rich black 100# linen stock with classy matte silver foil imprint design. Features two 4 pockets; the extra-large, right side box pocket is ¼ deep to hold up to 75 sheets of paper with business card slot. Choose from gold or silver foil imprint design and contact information when you personalize your folders. Size: 9 x 12 folded 100# stock, linen finish Fits envelope #500B on page Member Price $83 $149 $290 $423 $548 $665 $1,260 Nonmember Price $93 $167 $326 $477 $620 $755 $1, Personalized Member Price $397 $574 $756 $908 $1,060 $1,770 Nonmember Price $425 $625 $830 $1,010 $1,185 $2,020 25

26 Make it Personal! Imprint your company information on your folders. See examples at natptax.com/fall & Member Price $38 $64 $124 $180 $232 $280 $520 Nonmember Price $44.50 $74 $144 $210 $272 $330 $ & Personalized Member Price $137 $202 $258 $312 $365 $610 Nonmember Price $160 $232 $297 $360 $425 $ , 126, 140 & Member Price $42 $72 $140 $204 $264 $320 $610 Nonmember Price $50 $84 $164 $240 $314 $ $ , 80126, & Personalized Member Price $148 $220 $288 $348 $405 $700 Nonmember Price $170 $252 $330 $400 $475 $ & Member Price $43.50 $75 $146 $213 $276 $335 $640 Nonmember Price $52.50 $88 $172 $252 $328 $400 $ Personalized Member Price $148 $224 $294 $356 $425 $730 Nonmember Price $174 $260 $339 $416 $495 $ To order: natptax.com/fall

27 Business Products All Folders Feature (unless otherwise indicated) 8.75 x 11.5 when folded 80# stock Linen finish Area to write tax year and client name Personalization available No pocket folders 121 Blue Client Folders Personalized Includes a client letter printed on the inside left. 144 Green Striped Client Folders with Wide Spine Personalized Features side staple tabs and an extrawide, triple-scored spine that expands to ½ inch for larger returns. Federal and state check boxes are provided. Fits envelope #500B on page 24. One pocket folders 125 Blue Staple Tab Client Folders Personalized Features a client letter printed on the left pocket. Also has staple tabs and a.20 expandable spine for thicker returns x folded. 126 Off-White Client Folders Personalized Has federal, state and city check boxes. A client letter is also printed on pocket. 140 Stars and Stripes Client Folders Personalized This folder offers a slot on the pocket for a business card. Top staple tab and a.20 expandable spine for thicker returns. Smooth finish. 141 Blue and White Client Folders Personalized Features a slot on the pocket for a business card. Also has side staple tabs and a.20 expandable spine for thicker returns. Smooth finish. Two pocket folders 142 Striped Client Folders Personalized Has a slot on the left pocket for a business card and a CD on the right. Features a.20 expandable spine to allow for thicker returns. Matching CD available, see page 22. (Item 203). 143 Steel Blue Client Folders with Window Features window on the front to show your business information as well as a slot on the left pocket for a business card. This folder also has staple tabs and a.20 expandable spine for thicker returns. Personalization or area to write tax year and name not available. Need envelopes? See page 24. All folders shipped flat. 27

28 TAX STORE P.O. Box 8002 Appleton, WI FALL 2015 Be Tax Prepared.