TurboTax Business 2017 Fed + Efile PC Download

Size: px
Start display at page:

Download "TurboTax Business 2017 Fed + Efile PC Download"

Transcription

1 Tax Pros -. Phone:. - support@taxprosdeal.com TurboTax Business 2017 Fed + Efile PC Download Brand: Intuit Availability: In Stock Price: $63.90 Short Description Download Today Description Turbotax 2017 PC Download THIS IS A DOWNLOAD - NO DISC WILL BE SHIPPED THIS PRODUCT IS FOR WINDOWS/PC ONLY THIS VERSION IS NOT AVAILABLE FOR MAC This is the latest version of Turbotax for filing your 2017 taxes in 2018.

2 Partnerships, S Corp, C Corp, multi-member LLC, trusts and estates Prepare and file your business or trust taxes with confidence Get guidance in reporting income and expenses Boost your bottom line with industry-specific tax deductions Take care of partnership, S Corp, C Corp, multi-member LLC or trust forms

3

4 Everything You Need to Easily Do Your Business Taxes Customized interview tailors itself to your type of business (corporation, partnership, or multi-member LLC) Extra guidance for new businesses TurboTax will show you the startup tax deductions for new businesses so you can get the maximum refund you deserve Create and distribute K-1 Forms electronically in PDF format and save a trip to the post office Easy transfer of your Federal Return to Your State Return* (State Return sold separately via easy download). Create unlimited W-2, 1099-MISC, 1099-INT and 1099-DIV forms, printed on plain paper no need for special tax forms Automatically import your information directly from your QuickBooks* files with easy tax line assignment and guidance to ensure your financial data is properly represented on your tax return Extra guidance for entering multiple businesses, even if they are different entity types Guides you step-by-step through a customized rental real estate experience, all related income and expenses are covered Simplifies asset depreciation Reviews your large purchases (assets) and helps you determine the most advantageous, tax-saving strategy for your assets Guides you through calculating and reporting depreciation Maximizes Business Deductions to Help You Save Shows you what business expenses you can deduct including: Vehicle Expenses: Shows you whether you ll get a bigger refund using actual expenses or the standard mileage rate Provides extra help for splitting vehicle expenses between business and personal use

5 Supplies: paper, ink, postage, staples, CDs, coffee, and more can add up to big savings Large Purchases (Assets): Tells you if you should fully deduct equipment this year or if you need to depreciate Promotion and Advertising: Learn how to deduct expenses like brochures, business cards, web sites, and sponsorships Travel: Tells you when (and how much) you can deduct for meals, airfare, taxis, hotels and more Footnotes: 100% accurate calculations guarantee: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, TurboTax will pay you the penalty and interest. Maximum tax savings guarantee - or your money back: If you get a larger refund or smaller tax due from another tax preparation method, TurboTax will refund the applicable TurboTax federal and/or state purchase price paid. 60 day money-back guarantee: Try TurboTax software. If you re not satisfied, return it to Intuit within 60 days of purchase with your dated receipt for a full refund. Learn more at TurboTax.com. #1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products. Import: Imports from QuickBooks Desktop for Windows version 2012 and higher only. About TurboTax product experts: Customer and product phone support vary by time of year. About credential tax experts: Live tax advice via phone is included with Premier and Home & Business; fees apply for Basic and Deluxe customers. State tax advice is free. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers. TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for efiling state returns. State Product not included but available for easy download ($49.99 per State form) Prices subject to change without notice.

6 State additional Five free federal e-files included Easily transfer your federal tax info into Business State Price per state form $49.99 Prepare and e-file with ease 1. Complete your federal return 2. Automatically transfer your info into Business State 3. E-file your return and be confident it's done right E-file Your Federal & State Tax Returns with TurboTax TurboTax Download Free Federal E-file Included Free e-file of your federal tax return is included with your purchase of TurboTax Download. E-file Multiple Returns Prepare and e-file up to five (5) federal tax returns at no additional cost. (This is the maximum returns limit set by the IRS.) E-file State Return(s) E-file your state return(s) for only $19.99 per state return.** You may e-file up to three (3) state returns per federal tax return. or Print and Mail Your Return(s) Print as many copies of your federal and state returns as you need for free when you purchase TurboTax Download. E-file Business Returns Free Federal E-file Included Free e-file of your federal tax return is included

7 with your purchase of TurboTax Business and Business State products (sold separately). E-file Multiple Returns Prepare and e-file up to five (5) federal tax returns at no additional cost. (This is the maximum returns limit set by the IRS.) **Prices are subject to change without notice. E-file fees do not apply to New York state returns. Tax Forms Corporation Income Tax Return Forms 1120 US Corporation Income Tax Return 1120-H US Income Tax Return for Homeowners Associations 1120-W Estimated Tax for Corporations 1120X Amended US Corporation Income Tax Return 1125-A Cost of Goods Sold 1125-E Compensation of Officers 966 Corporate Dissolution or Liquidation 1139 Corporation Application for Tentative Refund 2220 Underpayment of Estimated Tax by Corporations 2553 Election by a Small Business Corporation 2848 Power of Attorney and Declaration of Representative 3115 Application for Change in Accounting Method 3468 Investment Credit 3800 General Business Credit 4136 Credit for Federal Tax Paid on Fuels 4255 Recapture of Investment Credit 4562 Depreciation and Amortization 4626 Alternative Minimum Tax, Corporations 4684 Casualties and Thefts 4797 Sales of Business Property 5884 Work Opportunity Credit 6198 At-Risk Limitations

8 6252 Installment Sale Income 6765 Credit for Increasing Research Activities 6781 Gains and Losses From Section 1256 Contracts and Straddles 7004 Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns 8050 Direct Deposit of Corporate Tax Refund 8283 Noncash Charitable Contributions 8453-C Declaration for an IRS e-file Return 8586 Low-Income Housing Credit 8594 Asset Acquisition Statement Under Section A Annual Statement for Low-Income Housing Credit 8822 Change of Address 8824 Like-Kind Exchange 8826 Disabled Access Credit 8827 Credit for Prior Year Minimum Tax 8832 Entity Classification Election 8834 Qualified Electric Vehicle Credit 8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips 8850 Certification Request for Work Credits 8881 Credit for Small Employer Pension Plan Startup Costs 8903 Domestic Production Activities Deduction 8910 Alternative Motor Vehicle Credit 8916A Reconciliation of Schedule M-3 Taxable Income with Tax Return Taxable Income for Mixed Groups 8925 Report of Employer-Owned Life Insurance Contracts 8938 Statement of Specified Financial Assets 8941 Credit for Small Employer Health Insurance Premiums 8949 Sales and Other Dispositions of Capital Assets SS-4 Application for Employer Identification

9 Number (EIN) Fiduciary Income Tax Return Forms 1041 US Income Tax Return for Estates and Trusts 1041-A US Information Return Trust Accumulation of Charitable Amounts 1041-T Allocation of Estimated Tax to Beneficiaries 1041-V Payment Voucher 1041-ES Estimated Income Tax for Estates and Trusts 56 Notice Concerning Fiduciary Relationship 1116 Foreign Tax Credit 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts 3115 Application for Change in Accounting Method 3800 General Business Credit 4136 Credit for Federal Tax Paid on Fuels 4255 Recapture of Investment Credit 4562 Depreciation and Amortization 4684 Casualties and Thefts 4797 Sales of Business Property 4952 Investment Interest Expense Deduction 6252 Installment Sale Income 6478 Alcohol and Cellulosic Biofuel Fuels Credit 7004 Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns 8453-FE Declaration for an IRS e-file Return 8582 Passive Activity Loss Limitations 8594 Asset Acquisition Statement Under Section Credit for Prior Year Minimum Tax- Individuals, Estates, and Trusts 8822 Change of Address 8824 Like-Kind Exchange 8855 Election to Treat a Qualified Revocable Trust as Part of an Estate 8868 Application for Extension of Time to File an Exempt Organization Return 8903 Domestic Production Activities Deduction 8941 Credit for Small Employer Health Insurance Premiums

10 8949 Sales and Other Dispositions of Capital Assets 8960 Net Investment Income Tax Partnership Income Tax Return Forms 1065 US Return of Partnership Income 1065X Amended Return or Administrative Adjustment Request (AAR) 1125-A Cost of Goods Sold 2848 Power of Attorney and Declaration of Representative 3115 Application for Change in Accounting Method 3468 Investment Credit 4562 Depreciation and Amortization 4684 Casualties and Thefts 4797 Sales of Business Property 5884 Work Opportunity Credit 6252 Installment Sale Income 6478 Alcohol and Cellulosic Biofuel Fuels Credit 6765 Credit for Increasing Research Activities 6781 Gains and Losses From Section 1256 Contracts and Straddles 7004 Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns 8283 Noncash Charitable Contributions 8308 Report of a Sale or Exhange of Certain 8453-PE Partnership Interests US Partnership Declaration for an IRS e-file Return 8586 Low-Income Housing Credit 8594 Asset Acquisition Statement Under Section A Annual Statement for Low-Income Housing Credit 8822 Change of Address 8824 Like-Kind Exchange 8825 Rental Real Estate Income and Expenses of a Partnership or an S Corporation 8826 Disabled Access Credit 8832 Entity Classification Election

11 8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips 8850 Certification Request for Work Credits 8881 Credit for Small Employer Pension Plan Startup Costs 8893 Election of Partnership Level Tax Treatment 8894 Request to Revoke Partnership Level Tax Treatment 8903 Domestic Production Activities Deduction 8910 Alternative Motor Vehicle Credit 8916A Reconciliation of Schedule M-3 Taxable Income with Tax Return Taxable Income for Mixed Groups 8925 Report of Employer-Owned Life Insurance Contracts 8938 Statement of Specified Financial Assets 8941 Credit for Small Employer Health Insurance Premiums 8949 Sales and Other Dispositions of Capital Assets SS-4 Application for Employer Identification Number (EIN) S Corporation Income Tax Return Forms 1120S US Income Tax Return for an S Corporation 1125-A Cost of Goods Sold 1125-E Compensation of Officers 966 Corporate Dissolution or Liquidation 2220 Underpayment of Estimated Tax by Corporations 2553 Election by a Small Business Corporation 2848 Power of Attorney and Declaration of Representative 3115 Application for Change in Accounting Method 3468 Investment Credit 4136 Credit for Federal Tax Paid on Fuels 4255 Recapture of Investment Credit 4562 Depreciation and Amortization

12 4684 Casualties and Thefts 4797 Sales of Business Property 5884 Work Opportunity Credit 6252 Installment Sale Income 6765 Credit for Increasing Research Activities 6781 Gains and Losses From Section 1256 Contracts and Straddles 7004 Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns 8050 Direct Deposit of Corporate Tax Refund 8283 Noncash Charitable Contributions 8453-S Declaration for an IRS e-file Return 8586 Low-Income Housing Credit 8594 Asset Acquisition Statement Under Section A Annual Statement for Low-Income Housing Credit 8822 Change of Address 8824 Like-Kind Exchange 8825 Rental Real Estate Income and Expenses of a Partnership or an S Corporation 8826 Disabled Access Credit 8835 Renewable Electricity, Refined Coal, and Indian Coal Production Credit 8846 Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips 8850 Certification Request for Work Credits 8869 Qualified Subchapter S Subsidiary Election 8881 Credit for Small Employer Pension Plan Startup Costs 8903 Domestic Production Activities Deduction 8910 Alternative Motor Vehicle Credit 8916A Reconciliation of Schedule M-3 Taxable Income with Tax Return Taxable Income for Mixed Groups 8925 Report of Employer-Owned Life Insurance Contracts 8938 Statement of Specified Financial Assets 8941 Credit for Small Employer Health Insurance Premiums

13 8949 Sales and Other Dispositions of Capital Assets Requirements Windows Download Products Below are the minimum requirements for TurboTax Federal 2017 software installed on a Windows computer. Processor Monitor Pentium 4 or Later. Athlon or Later. 1024x768 or higher recommended. Operating Systems RAM Windows 7 (Service Pack 1 or latest) Windows 8 Windows 8.1 Windows 10 Administrative rights required. 1 GB or more recommended. Hard Disk Space 650 MB for TurboTax (plus up to 4.5 GB for Microsoft.NET client if not already installed). Third Party Software Microsoft.NET included with TurboTax Installer.

14 Powered by TCPDF ( Adobe Reader 11 or higher. Administrative rights required. Internet Connection Printer 56 Kbps (Broadband connection recommended). Any Windows-compatible inkjet or laser printer.

TurboTax Home & Business 2017 Fed+Efile+State PC Download

TurboTax Home & Business 2017 Fed+Efile+State PC Download Tax Pros -. Phone:. - Email: support@taxprosdeal.com TurboTax Home & Business 2017 Fed+Efile+State PC Download Brand: Intuit Availability: In Stock Price: $42.90 Short Description Download Today Description

More information

Turbotax Premier 2016 PC (Old Version)

Turbotax Premier 2016 PC (Old Version) Tax Pros -. Phone:. - Email: support@taxprosdeal.com Turbotax Premier 2016 PC (Old Version) Brand: Intuit Price: $36.95 Short Description State Download + Federal efile - Available Now For Windows PC Description

More information

Turbotax Deluxe 2016 PC

Turbotax Deluxe 2016 PC Tax Pros -. Phone:. - Email: support@taxprosync.com Turbotax Deluxe 2016 PC Brand: Intuit Price: $23.95 Short Description State Download + Federal efile - Available Now For Windows PC Description Turbotax

More information

Turbotax Home & Business 2018 Federal + Fed efile + State

Turbotax Home & Business 2018 Federal + Fed efile + State Tax Pros -. Phone:. - Email: support@taxprosdeal.com Turbotax Home & Business 2018 Federal + Fed efile + State Brand: Intuit Availability: In Stock Price: $49.95 Short Description Each purchase will include

More information

Turbotax Premier 2018 Federal + Fed efile + State

Turbotax Premier 2018 Federal + Fed efile + State Tax Pros -. Phone:. - Email: support@taxprosdeal.com Turbotax Premier 2018 Federal + Fed efile + State Brand: Intuit Availability: In Stock Price: $39.95 Short Description Each purchase will include a

More information

Turbotax Deluxe 2014 PC (Old Version)

Turbotax Deluxe 2014 PC (Old Version) Tax Pros -. Phone:. - Email: support@taxprosdeal.com Turbotax Deluxe 2014 PC (Old Version) Brand: Intuit Availability: In Stock Price: $28.95 Short Description State Download + Federal efile - Available

More information

Proposed Collection; Comment Request for Forms 1065, 1065-B, 1066, 1120, 1120-C, 1120-F, 1120-H,

Proposed Collection; Comment Request for Forms 1065, 1065-B, 1066, 1120, 1120-C, 1120-F, 1120-H, This document is scheduled to be published in the Federal Register on 10/09/2018 and available online at https://federalregister.gov/d/2018-21846, and on govinfo.gov [4830-01-p] DEPARTMENT OF THE TREASURY

More information

FTB Publication California Tax Forms and Related Federal Forms

FTB Publication California Tax Forms and Related Federal Forms FTB Publication 1006 2017 California Tax Forms and Related Federal Forms THIS PAGE INTENTIONALLY LEFT BLANK Visit our website: ftb.ca.gov Page 2 FTB Pub. 1006 2017 FRANCHISE TAX BOARD (FTB) FORMS CALIFORNIA

More information

Quick Facts. Comprehensive Calculations. Prior Year Comparisons Software Updates Delivered Online Alerts Ability to Returns to Support

Quick Facts. Comprehensive Calculations. Prior Year Comparisons Software Updates Delivered Online  Alerts Ability to  Returns to Support Quick Facts Access State Data Entry from Federal Data Entry Federal Information Flows to State Returns Auto-fill Available for Amended Returns Group Sales of Depreciable Assets Many Credit Forms Available

More information

U.S. Income Tax Return for an S Corporation

U.S. Income Tax Return for an S Corporation Form 1120S U.S. Income Tax Return for an S Corporation Do not file this form unless the corporation has filed or is attaching Form 2553 to elect to be an S corporation. Go to www.irs.gov/form1120s for

More information

Product Profile ToolBox CS CS Professional Suite. Quick Access to Key Utilities. Meet Client Needs with a Wealth of Tools. Financial Calculators

Product Profile ToolBox CS CS Professional Suite. Quick Access to Key Utilities. Meet Client Needs with a Wealth of Tools. Financial Calculators Product Profile ToolBox CS CS Professional Suite Quick Access to Key Utilities ToolBox CS puts key utilities at your fingertips tools such as calculators, calculating tax forms you can use throughout the

More information

Individual Items to Note (1040)

Individual Items to Note (1040) Items to Note Individual Items to Note (1040) This list provides details about how ProSeries converts the following 1040 calculated carryovers. Number of Assets - The conversion program converts a maximum

More information

FREE SOFTWARE and Rewards!

FREE SOFTWARE and Rewards! Prepares, prints, and files multiple returns for you and your family on multiple computers. Reward Distribution Center 2800 E. Commerce Center Place Tucson, AZ 85706 PRSRT STD U.S. POSTAGE PAID INTUIT

More information

TOOLBOX CS PRODUCT PROFILE QUICK ACCESS TO KEY UTILITIES MEET CLIENT NEEDS WITH A WEALTH OF TOOLS FINANCIAL CALCULATORS CS PROFESSIONAL SUITE

TOOLBOX CS PRODUCT PROFILE QUICK ACCESS TO KEY UTILITIES MEET CLIENT NEEDS WITH A WEALTH OF TOOLS FINANCIAL CALCULATORS CS PROFESSIONAL SUITE PRODUCT PROFILE TOOLBOX CS CS PROFESSIONAL SUITE QUICK ACCESS TO KEY UTILITIES ToolBox CS, puts key utilities at your fingertips tools such as calculators, calculating tax forms you can use throughout

More information

2018 Tax Compliance Fee Schedule

2018 Tax Compliance Fee Schedule 2018 Tax Compliance Fee Schedule 2 Overview Trader Tax CPA, LLC is an Orlando, FL cloud-based Professional Services Firm focused on providing tax consulting and compliance services to the active day trader.

More information

The Small Business Employment Tax Guide

The Small Business Employment Tax Guide The Small Business Employment Tax Guide Roanoke Regional Small Business Development Center 210 S. Jefferson Street, Roanoke, Virginia 24011 www.roanokesmallbusiness.org Roanoke Small Business Development

More information

U.S. Income Tax Return for an S Corporation

U.S. Income Tax Return for an S Corporation Form Department of the Treasury Internal Revenue Service () Paid Preparer Use Only Caution: Include only trade or business income and expenses on lines 1a through 21. See the instructions for more information.

More information

2017 Small-Business Tax Prep Checklist

2017 Small-Business Tax Prep Checklist 220 S. 4th Street Elkhart, IN 46516 Phone 574-298-1634 or 574-849-0788 2017 Small-Business Tax Prep Checklist If you are using QuickBooks or some other form of accounting software, we will need either

More information

Quicken WillMaker Plus 2018

Quicken WillMaker Plus 2018 Quicken WillMaker Plus 2018 Nolo Platform : Mac OS X 10.10 Yosemite, Windows 10, Windows 7, Mac OS X El Capitan 10.11, Windows 8, Windows 8.1 Platform: PC/Mac Create a customized estate plan with a Will,

More information

Rental Real Estate Deductions

Rental Real Estate Deductions Rental Real Estate Deductions 15 th Edition Stephen Fishman, J.D. Chapter 1 Tax Deduction Basics for Landlords... 1 Learning Objectives... 1 Introduction... 1 How Landlords Are Taxed... 1 Income Taxes

More information

U.S. Income Tax Return for an S Corporation. 2 Cost of goods sold (attach Form 1125-A)...

U.S. Income Tax Return for an S Corporation. 2 Cost of goods sold (attach Form 1125-A)... Form 1120S U.S. Income Tax Return for an S Corporation OMB No. 1545-0123 G Do not file this form unless the corporation has filed or is attaching Form 2553 to elect to be an S corporation. G Go to www.irs.gov/form1120s

More information

Individual Items to Note (1040)

Individual Items to Note (1040) Individual Items to Note (1040) Items to Note This list provides details about how ProSeries converts the following 1040 calculated carryovers. The 2015 converted client file is not intended to duplicate

More information

Individual Items to Note (1040)

Individual Items to Note (1040) Individual Items to Note (1040) Items to Note This list provides details about how ProSeries converts the following 1040 calculated carryovers. The 2013 converted client file is not intended to duplicate

More information

Kallenz. S Corporation Tax Organizer

Kallenz. S Corporation Tax Organizer Kallenz S Corporation Tax Organizer The S Corporation Tax Organizer has been designed to help collect and organize the information that we will need to prepare your business income tax returns in the most

More information

Weighted average. Owned 0 on January 1, bought 50% from James on May Norma Shipper Owned all year 100

Weighted average. Owned 0 on January 1, bought 50% from James on May Norma Shipper Owned all year 100 Case Study Corntax Inc Using 2017 Forms adapted for 2017 tax laws.., had three shareholders in 2018 Weighted average James Robertson Owned 50% on January 1, sold to John on May 26 40 John Bouchet Owned

More information

Indianapolis IN Change in trust's name applicable ; Total... G 24h

Indianapolis IN Change in trust's name applicable ; Total... G 24h Deductions 15a Other deductions not subject to the 2% floor (attach schedule).................................. 15a b Allowable miscellaneous itemized deductions subject to the 2% floor.........................................

More information

AARP FOUNDATION TAX-AIDE SCOPE MANUAL WHAT S IN WHAT S OUT

AARP FOUNDATION TAX-AIDE SCOPE MANUAL WHAT S IN WHAT S OUT AARP Foundation Tax-Aide helps low and moderate income taxpayers, with special attention to those 60 and older. Volunteers are trained to assist in filing Form 1040 and certain other schedules and forms.

More information

97 Shareholder's Instructions for Schedule K-1 (Form 1120S)

97 Shareholder's Instructions for Schedule K-1 (Form 1120S) 97 Department Shareholder's Instructions for Schedule K-1 (Form 1120S) Shareholder's Share of Income, Credits, Deductions, etc. (For Shareholder's Use Only) Section references are to the Internal Revenue

More information

Build a Successful Notary Business by Understanding Your Taxes. Presented by David M. Green E.A. CNSA

Build a Successful Notary Business by Understanding Your Taxes. Presented by David M. Green E.A. CNSA Build a Successful Notary Business by Understanding Your Taxes Presented by David M. Green E.A. CNSA 1 Build a Successful Notary Business by Understanding Your Taxes David M. Green E.A., I own David M

More information

Shareholder s Share of Income, Deductions, Credits, etc.

Shareholder s Share of Income, Deductions, Credits, etc. Schedule K-1 (Form 1120S) Department of the Treasury Internal Revenue Service 2010 For calendar year 2010, or tax year beginning, 2010 ending, 20 Shareholder s Share of Income, Deductions, Credits, etc.

More information

NOTE: PLEASE CONVERT JPEGs TO PDFs BEFORE UPLOADING

NOTE: PLEASE CONVERT JPEGs TO PDFs BEFORE UPLOADING INCOME TAX RETURN ORGANIZER Please select one of these 3 boxes and follow the corresponding directions: If you are a returning client AND your information HAS NOT changed (just print your name & select

More information

S-Corporation: EIN Name Date Incorporated Date of S-Election Address: Mailing Address Suite # City State Zip Code

S-Corporation: EIN Name Date Incorporated Date of S-Election Address: Mailing Address Suite # City State Zip Code S-Corporation: EIN Name Date Incorporated Date of S-Election Address: Mailing Address Suite # City State Zip Code Contact Name: Email: Contact Phones: (Office) (Home) (Mobile) Contact Mailing Address Suite

More information

An Overview of Recordkeeping for Sole Proprietors

An Overview of Recordkeeping for Sole Proprietors An Overview of Recordkeeping for Sole Proprietors (and a companion spreadsheet for tracking income & expenses) Here's a guide to help you track your business income and expenses. It is designed to help

More information

2017 Conversion Instructions TaxACT to ATX Individual

2017 Conversion Instructions TaxACT to ATX Individual Updated 08/27/2017 2017 Conversion Instructions TaxACT to ATX Individual TaxACT is a registered trademark of 2nd Story Software, Inc.2nd Story Software, Inc. does not sanction nor participate in this conversion

More information

A. Scott Colby, PC Tax Organizer

A. Scott Colby, PC Tax Organizer A. Scott Colby, PC Tax Organizer ***YOU MUST DOWNLOAD THIS ORGANIZER TO YOUR COMPUTER AND OPEN IT IN ADOBE SOFTWARE BEFORE FILLING OUT ANY INFORMATION OR ELSE YOUR INFORMATION WILL NOT BE SAVED.*** ***DO

More information

THE IDIOTS GUIDE TO SMALL BUSINESS WRITE-OFFS

THE IDIOTS GUIDE TO SMALL BUSINESS WRITE-OFFS $ THE IDIOTS GUIDE TO SMALL BUSINESS WRITE-OFFS THE IDIOTS GUIDE TO SMALL BUSINESS WRITE-OFFS When you sit down to do your taxes, thinking of all the write-offs that apply to your business can be overwhelming.

More information

QUICKFINDER TAX AND FINANCIAL TOOLS THE RIGHT TOOLS FOR THE JOB

QUICKFINDER TAX AND FINANCIAL TOOLS THE RIGHT TOOLS FOR THE JOB QUICKFINDER TAX AND FINANCIAL TOOLS THE RIGHT TOOLS FOR THE JOB TAX PLANNER/CALCULATOR 2-Year Federal Individual Income Tax Planner TAX WORKSHEETS Quickfinder Tax & Financial Tools contains hundreds of

More information

This is a list of items you should gather for the Income Tax Preparation

This is a list of items you should gather for the Income Tax Preparation This is a list of items you should gather for the Income Tax Preparation 1. Social Security Card(s) - Your Social Security number, which is your taxpayer identification number, is printed on your Social

More information

2018 Individual Worksheet Questionnaire:

2018 Individual Worksheet Questionnaire: 2018 2018 2018 Individual Worksheet Questionnaire: Client Name: Email address: Mobile Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

for 501(c)(3) Organizations Only Check box if Name of organization ( Check box if name changed and see instructions.)

for 501(c)(3) Organizations Only Check box if Name of organization ( Check box if name changed and see instructions.) 99-T OMB No. 1545-687 Exempt Organization Business Income Tax Return(and proxy tax under section 633(e)) Form For calendar year 21 or other tax year beginning, 21, and Department of the Treasury Internal

More information

Guide to Paying Less in Taxes

Guide to Paying Less in Taxes AN OWNER OPERATOR S Guide to Paying Less in Taxes TABLE OF CONTENTS Introduction...3 Your Tax Liability...4 Common Deductions... 10 Successful Bookkeeping... 13 Successful Tax Strategies... 15 Affordable

More information

INDIVIDUAL INCOME TAX ORGANIZER

INDIVIDUAL INCOME TAX ORGANIZER PALAZZO & COMPANY EXPAT TAX PROFESSIONALS PO Box 6888, Gulfport, MS 39506 (Standard mail) 13155 Shriners Blvd Ste B, Biloxi, MS 39532 (Express mail) 228-396-8800 or 866-272-9224 (Toll free) 305-768-0483

More information

Personal Legal Plans Client Organizer 2018

Personal Legal Plans Client Organizer 2018 TAXPAYER NAME SOCIAL SECURITY NUMBER OCCUPATION DATE OF BIRTH EMAIL ADDRESS CELL PHONE SPOUSE Address: Home Phone: City: State: Zip: County: DEPENDENT CHILDREN & OTHER DEPENDENTS NAME SOCIAL SECURITY NUMBER

More information

Annual Tax Software Review

Annual Tax Software Review Sun City Summerlin Computer Club Seminar Annual Tax Software Review Tax Year 2018 Tom Burt January 30, 2019 Where to Find the Handout Sun City Summer Computer Club Website: http://www.scs-cc.com/smnr Seminar

More information

2016 S CORPORATION INCOME TAX RETURN CHECKLIST (form 1120S) (SHORT)

2016 S CORPORATION INCOME TAX RETURN CHECKLIST (form 1120S) (SHORT) Client name and number: Prepared by: Date: Reviewed by: Date: 100) GENERAL 101) Identify the authorized officer who will sign the return. 102) Obtain a signed engagement letter. 103) Confirm the taxpayer

More information

2011 NEW BUSINESS CLIENT TAX ORGANIZER

2011 NEW BUSINESS CLIENT TAX ORGANIZER 229 Huber Village Blvd, Suite 229 * Westerville, Ohio 43081-8075 * Telephone (614) 942-1990 * Facsimile (614) 942-1991 * www..cpaagi.com * info@cpaagi.com 2011 NEW BUSINESS CLIENT TAX ORGANIZER Instructions:

More information

2016 New Jersey Allocation of Wages Amend Instructions for TurboTax CD/Download:

2016 New Jersey Allocation of Wages Amend Instructions for TurboTax CD/Download: 2016 New Jersey Allocation of Wages Amend Instructions for TurboTax CD/Download: Note: If you completed your original tax return in TurboTax Online, you will need to download the Amend program to your

More information

2017 Individual Worksheet Questionnaire:

2017 Individual Worksheet Questionnaire: 2017 2017 2017 Individual Worksheet Questionnaire: Client Name: Email address: Mobile Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

2016 Individual Worksheet Questionnaire:

2016 Individual Worksheet Questionnaire: 2016 2016 2016 Individual Worksheet Questionnaire: Client Name: Email address: Moble Telephone#: ATTENTION: Business Owners: (which includes Sole Proprietors; Rental Property Owners; Farms; Corporations

More information

Small Business Tax Organizer

Small Business Tax Organizer EIN Name Date Started Street Address City State Zip Code Please utilize this Tax Organizer to help you gather and organize information relating to preparation of your business income tax returns. Where

More information

2 Royalties. 3 Other income. 8 Substitute payments in lieu of dividends or interest. Cat. No J

2 Royalties. 3 Other income. 8 Substitute payments in lieu of dividends or interest. Cat. No J Attention! This form is provided for informational purposes and should not be reproduced on personal computer printers by individual taxpayers for filing. The printed version of this form is a "machine

More information

Evans & Woulfe Accounting, Inc.

Evans & Woulfe Accounting, Inc. Your Income: Wages on W-2 forms and Form 1095A (Health Insurance Marketplace Statement) and proof of Health Insurance coverage or applicable 1095B or 1095C. Interest Income Statements on Form 1099-INT

More information

Table of Contents. Business Entities Partnerships... 41

Table of Contents. Business Entities Partnerships... 41 Table of Contents Business Entities... 1 General Information....1 Sole Proprietorship....1 Partnership....1 Corporation....4 S Corporation....5 Farmers....5 Exempt Organizations....6 Limited Liability

More information

Section 1 FAQs Section 2 Important Terms & Conditions Section 3 TurboTax Instructions Section 4 TurboTax Download for your Tax Professional

Section 1 FAQs Section 2 Important Terms & Conditions Section 3 TurboTax Instructions Section 4 TurboTax Download for your Tax Professional TurboTax Facts Section 1 FAQs Section 2 Important Terms & Conditions Section 3 TurboTax Instructions Section 4 TurboTax Download for your Tax Professional TurboTax Frequently Asked Questions If you have

More information

ACC 131 FEDERAL INCOME TAXES

ACC 131 FEDERAL INCOME TAXES ACC 131 FEDERAL INCOME TAXES COURSE DESCRIPTION: Prerequisites: ENG 090and RED 090 or DRE 098; MAT070 or DMA 010, 020, 030, 040; or satisfactory score on placement test Corequisites: None This course provides

More information

Contact and Support Information 2 Information in Tax Year 2016 Release Notes Release Notes

Contact and Support Information 2 Information in Tax Year 2016 Release Notes Release Notes 2016.03040 Release Notes April 30, 2017 Contact and Support Information 2 Information in Tax Year 2016 Release Notes 2 Highlights for Release 2016.03040 3 Tax Updates 3 Electronic Filing Updates 3 Product

More information

2010 Internal Revenue Service

2010 Internal Revenue Service Sign Here Paid Preparer Use Only U.S. Income Tax Return for an S Corporation Do not file this form unless the corporation has filed or is OMB No. 545-3 Form 2S attaching Form 2553 to elect to be an S corporation.

More information

Appendix P Partnership Tax Forms

Appendix P Partnership Tax Forms Appendix P Partnership Tax Forms The Garvs, LLC Phoenix Beach Training for Business Professionals P - 1 Table of Contents Partnership Tax Forms... 3 Form 1065 U.S. Return of Partnership Income... 3 Schedule

More information

HOW TO RECALCULATE YOUR FEDERAL ADJUSTED GROSS INCOME (AGI) TO COMPLY WITH MINNESOTA TAX LAW

HOW TO RECALCULATE YOUR FEDERAL ADJUSTED GROSS INCOME (AGI) TO COMPLY WITH MINNESOTA TAX LAW HOW TO RECALCULATE YOUR FEDERAL ADJUSTED GROSS INCOME (AGI) TO COMPLY WITH MINNESOTA TAX LAW You will need to use a desktop version of TurboTax in order to recalculate your federal AGI. If you are using

More information

Items to Note. Number of Assets - The conversion program converts a maximum of 2,500 assets per client file.

Items to Note. Number of Assets - The conversion program converts a maximum of 2,500 assets per client file. Items to Note The main purpose of this conversion is to get your data ready for the following tax year. Therefore, viewing a Form 1040 or business equivalent form will not display the same results that

More information

Miscellaneous Information

Miscellaneous Information Miscellaneous Information Personal Information Yes No Did your marital status change during the year? If "Yes," explain Can you or your spouse be claimed as a dependent by someone else? Did your address

More information

LLC, S-Corp, Small Business Worksheet

LLC, S-Corp, Small Business Worksheet LLC, S-Corp, Small Business Worksheet As with all our forms, you may submit this information electronically using our secure online submit forms. Using this PDF as a work paper and submitting the information

More information

2007 Ted R. Wozniak All Rights Reserved. Admin. Purpose of the seminar. Introduction. Introduction Background/history. Retirement/savings vehicles

2007 Ted R. Wozniak All Rights Reserved. Admin. Purpose of the seminar. Introduction. Introduction Background/history. Retirement/savings vehicles Federal Income Tax & Retirement Planning for US-based Translators Page 1 Introduction Background/history Reporting/payment requirements Completing Form 1040 and related schedules Comparative values of

More information

U.S. Return of Partnership Income

U.S. Return of Partnership Income U.S. Return of Partnership Income Form 1065 For calendar year 2017, or tax year beginning, 2017, OMB No. 1545-0123. 2017 Department of the Treasury ending, 20 Internal Revenue Service G Go to www.irs.gov/form1065

More information

Self Employment Income & Single Member LLC Organizer This Organizer belongs to:

Self Employment Income & Single Member LLC Organizer This Organizer belongs to: Self Employment Income & Single Member LLC Organizer This Organizer belongs to: This self-employment organizer will assist you with organization of your business information and records. The IRS imposes

More information

Completing the e-file Section

Completing the e-file Section Completing the e-file Section e-file Process When all the data has been enter paper Return Type Tax Preparation and E-File Information State Return(s) Taxpayer Bank Account Information Third Party Designee

More information

Making QuickBooks Quicker Tips for Efficiency and Effectiveness

Making QuickBooks Quicker Tips for Efficiency and Effectiveness Making QuickBooks Quicker Tips for Efficiency and Effectiveness Presented by: Edgar Rollins, CPA Accountency, LLC Hosted by: Paychex About Edgar & Accountency, LLC Edgar Practicing accountant since 1986.

More information

Tax Guide For Minnesota Businesses

Tax Guide For Minnesota Businesses Tax Guide For Minnesota Businesses 2017-2018 TAX GUIDE FOR MINNESOTA BUSINESSES Olsen Thielen & Co., Ltd. Certified Public Accountants & Consultants 2675 Long Lake Road 300 Prairie Center Drive #300 Roseville,

More information

Shareholder's Instructions for Schedule K-1 (Form 1120S)

Shareholder's Instructions for Schedule K-1 (Form 1120S) 2016 Shareholder's Instructions for Schedule K-1 (Form 1120S) Shareholder's Share of Income, Deductions, Credits, etc. (For Shareholder's Use Only) Department of the Treasury Internal Revenue Service Section

More information

Choice of Entity. Course Description & Study Guide

Choice of Entity. Course Description & Study Guide Choice of Entity Course Description & Study Guide This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, C corporations and S corporations. It examines

More information

Individual Converted Items (1040)

Individual Converted Items (1040) Items to Note The main purpose of this conversion is to get your data ready for the following tax year. Therefore, viewing a Form 1040 or business equivalent form will not display the same results that

More information

TAX ORGANIZER. If you answer 'Yes' to any of the General Business and Investment questions, please provide detailed information with your answer.

TAX ORGANIZER. If you answer 'Yes' to any of the General Business and Investment questions, please provide detailed information with your answer. TAX ORGANIZER Enclosed is your Tax Organizer for tax year 2011. Your Organizer contains several sections that include common expenses and deductions that many taxpayers overlook. Please review these sections

More information

OUT OF SCOPE - VITA 2017 TAX YEAR The following are out of scope. While this list may not be all inclusive, it is provided for your awareness only.

OUT OF SCOPE - VITA 2017 TAX YEAR The following are out of scope. While this list may not be all inclusive, it is provided for your awareness only. The following are out of scope. While this list may not be all inclusive, it is provided for your awareness only. Legislative Extenders Residential energy-efficient property credit (Form 5695, Part I)

More information

A GUIDE TO SETTING UP A SMALL BUSINESS AND PROPERLY TRACKING YOU INCOME & EXPENSES

A GUIDE TO SETTING UP A SMALL BUSINESS AND PROPERLY TRACKING YOU INCOME & EXPENSES STEP 1: A GUIDE TO SETTING UP A SMALL BUSINESS AND PROPERLY TRACKING YOU INCOME & EXPENSES Referral for Business Set Up at 25% off for Traveler s Q Independent Contractors, please contact me for the contact

More information

Tax Basics for Small Business

Tax Basics for Small Business Tax Basics for Small Business 19 th Edition Attorney Frederick W. Daily Introduction... 1 Chapter 1 Tax Basics... 3 Learning Objectives... 3 Introduction... 3 How Tax Law Is Made and Administered: The

More information

The VITA TaxSlayer Map

The VITA TaxSlayer Map The purpose of this tool is to help tax preparers and reviewers locate most tax return items in TaxSlayer Pro Online. The objective is to lay out the menu structures of each section of a return so that

More information

U.S. Income Tax Return for an S Corporation

U.S. Income Tax Return for an S Corporation Form Sign Here 1120S Department of the Treasury Internal Revenue Service Paid Preparer Use Only U.S. Income Tax Return for an S Corporation Do not file this form unless the corporation has filed or is

More information

PROSHARES SAMPLE TAX PACKAGE 7501 WISCONSIN AVE SUITE 1000 BETHESDA, MD PROSHARES. K-1 Account Number:

PROSHARES SAMPLE TAX PACKAGE 7501 WISCONSIN AVE SUITE 1000 BETHESDA, MD PROSHARES. K-1 Account Number: PROSHARES 750 WISCONSIN AVE SUITE 000 BETHESDA, MD 2084 PROSHARES K- Account Number: 207 SCHEDULE K- SUPPLEMENTAL INFORMATION % of the amount of interest income included on your Schedule K- is from US

More information

PES has been an approved EA CE provider for over 20 years!

PES has been an approved EA CE provider for over 20 years! Taxation Unless otherwise noted: All course material provided. No prerequisites. Course level: Basic. New Update! Keep Up-To-Date with PES! Individual Income Tax [ 24 CE hours for only $124.50] course

More information

VITA/TCE Training. Preparing a Return in Practice Lab

VITA/TCE Training. Preparing a Return in Practice Lab The National Tax Training Committee has modified this manual to more accurately reflect Tax-Aide policies and scope and to clarify instructions that relate to Practice Lab versus the desktop version of

More information

Instructions for Schedule I (Form 1041) Alternative Minimum Tax Estates and Trusts

Instructions for Schedule I (Form 1041) Alternative Minimum Tax Estates and Trusts 2009 Instructions for Schedule I (Form 1041) Alternative Minimum Tax Estates and Trusts Department of the Treasury Internal Revenue Service Section references are to the Internal deduction (NOLD), a capital

More information

VILLAGE OF NEW LONDON, OHIO INCOME TAX RETURN AND DECLARATION

VILLAGE OF NEW LONDON, OHIO INCOME TAX RETURN AND DECLARATION VILLAGE OF NEW LONDON Return Service Requested TO: INCOME TAX DEPARTMENT 115 EAST MAIN STREET NEW LONDON, OHIO 44851 PRE-SORTED FIRST CLASS MAIL U.S. POSTAGE PAID NEW LONDON, OHIO Permit No. 5 VILLAGE

More information

General Tax Tips. Self-Employment Overview:

General Tax Tips. Self-Employment Overview: General Tax Tips Self-Employment Overview: As an Independent Sales Consultant with Norwex, you are a business owner. Treat your Norwex business as you would any other business. You will most likely file

More information

Volunteer Income Tax Assistance Part 3. Income

Volunteer Income Tax Assistance Part 3. Income Volunteer Income Tax Assistance Part 3 Income Gross Income The Tax Return Get to know the 1040 page one and two Who NEEDS to file? Consider their age, filing status, and income: Filing Status Gross Income

More information

2017 Summary Organizer Personal and Dependent Information

2017 Summary Organizer Personal and Dependent Information Summary Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime phone

More information

Instructions for Schedule E, Supplemental Income and Loss

Instructions for Schedule E, Supplemental Income and Loss Instructions for Schedule E, Supplemental Income Loss Use Schedule E to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, residual interests in REMICs.

More information

Equilibrium Capital Group, LLC 1331 NW Lovejoy Street, Suite 850 Portland, OR 97209

Equilibrium Capital Group, LLC 1331 NW Lovejoy Street, Suite 850 Portland, OR 97209 Equilibrium Capital Group, LLC 1331 NW Lovejoy Street, Suite 850 Portland, OR 97209 May 29, 2015 Leonidio Holdings LLC 7962 Shannon Court Dublin, CA 94568 Dear Member: Attached is your copy of the 2014

More information

IRS FORM 940. Instructions: Select any any line or box for IRS instructions and QuickBooks information and troubleshooting steps.

IRS FORM 940. Instructions: Select any any line or box for IRS instructions and QuickBooks information and troubleshooting steps. IRS FORM 940 Instructions: Select any any line or box for IRS instructions and QuickBooks information and troubleshooting steps. Select to get back to the main form. For more information see: Form 940:

More information

2001 Instructions for Schedule E, Supplemental Income and Loss

2001 Instructions for Schedule E, Supplemental Income and Loss 2001 Instructions for Schedule E, Supplemental Income and Loss Use Schedule E (Form 1040) to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and

More information

Chartered Tax Professional

Chartered Tax Professional Chartered Tax Professional MSF101 / 180 Hours / 18 Months / Mentor Supported / Materials Included Course Overview: The Chartered Tax Professional (CTP) designation is the undisputed professional credential

More information

Appendix B Pali Rao, istockphoto

Appendix B Pali Rao, istockphoto Appendix B Pali Rao, istockphoto Tax Forms (Tax forms can be obtained from the IRS website: www.irs.gov) Form 1040 U.S. Individual Income Tax Return B-2 Schedule C Profit or Loss from Business B-4 Schedule

More information

U.S. Income Tax Return for an S Corporation. OMB No Form 1120S. Do not file this form unless the corporation has filed or is

U.S. Income Tax Return for an S Corporation. OMB No Form 1120S. Do not file this form unless the corporation has filed or is U.S. Income Tax Return for an S Corporation OMB No. 1545-0130 Form 1120S Do not file this form unless the corporation has filed or is Department of the Treasury attaching Form 2553 to elect to be an S

More information

Irs Gift Tax Return Instructions 2012 Company Income

Irs Gift Tax Return Instructions 2012 Company Income Irs Gift Tax Return Instructions 2012 Company Income Generally, the estate tax return is due nine months after the date of death. call our toll-free tax assistance line at 1-800-829-1040 for individual

More information

SHORT VERSION S CORPORATION INCOME TAX RETURN CHECKLIST 2008 FORM 1120S

SHORT VERSION S CORPORATION INCOME TAX RETURN CHECKLIST 2008 FORM 1120S Client Name and Number: Prepared by: Date: Reviewed by: Date: 100) GENERAL INFORMATION 101) Consider obtaining signed:.1) Engagement letter..2) Engagement letter for tax advice under the CPA-client privilege

More information

Accountable Consulting LLC Small Business -Walk Through

Accountable Consulting LLC Small Business -Walk Through Accountable Consulting LLC Small Business -Walk Through Hani Mahmoud, CPA Owner of Accountable Consulting LLC Address: 3440 Blue Springs Rd #503, Kennesaw, GA 30144 Office Line: 678-712-2112 Office Fax:

More information

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Self Employment Income & Single Member LLC Organizer This Organizer belongs to:

Self Employment Income & Single Member LLC Organizer This Organizer belongs to: Self Employment Income & Single Member LLC Organizer This Organizer belongs to: This self-employment organizer will assist you with organization of your business information and records. The IRS imposes

More information

Self Employment Income & Single Member LLC Organizer This Organizer belongs to:

Self Employment Income & Single Member LLC Organizer This Organizer belongs to: This self-employment organizer will assist you with organization of your business information and records. The IRS imposes reporting and record-keeping rules, some of which are described in this Organizer.

More information

Maximize Your Tax Refund For Small Businesses. By Juliet Kong, Enrolled Agent Kuha o Business Center, Molokai, January 29, 2019

Maximize Your Tax Refund For Small Businesses. By Juliet Kong, Enrolled Agent Kuha o Business Center, Molokai, January 29, 2019 Maximize Your Tax Refund For Small Businesses By Juliet Kong, Enrolled Agent Kuha o Business Center, Molokai, January 29, 2019 TODAY S WORKSHOP WILL COVER: 1- Find All Possible Tax Deductions to Maximize

More information

2013 Instructions for Schedule E (Form 1040)

2013 Instructions for Schedule E (Form 1040) Department of the Treasury Internal Revenue Service 2013 Instructions for Schedule E (Form 1040) Supplemental Income and Loss Use Schedule E (Form 1040) to report income or loss from rental real estate,

More information