QUICKFINDER TAX AND FINANCIAL TOOLS THE RIGHT TOOLS FOR THE JOB

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1 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 targeted tax and utility tools that helps you handle your clients needs more efficiently, including: Individual Tax Worksheets (k) Plan Contribution to Individual (Solo) 401(k) 2. Alimony Recapture 3. AMT NOL Computation 4. Annuity Simplified General Rule 5. Annuity Simplified Method 6. Cancellation of Debt Insolvency 7. Charitable Contributions Carryover Schedule 8. Community Property Allocation of Tax Amounts Between Certain Individuals 9. Decedent Reconciliation of Information Returns 10. Deductible Home Mortgage Interest 11. Dependents Support Test for Dependency Deduction 12. Depletion Cost Depletion Schedule 13. Depletion Oil and Gas Depletion Schedule 14. Estate Tax Calculator 15. Foreclosure Borrower s Worksheet 16. Foreign Earned Income and Housing Exclusions 17. Head of Household Cost of Maintaining a Household 18. Home Mortgage Points Amortization Carryforward Schedule 19. IRA Allowable Contribution Options 20. IRA Roth Conversion Analysis 21. IRA Roth IRA Basis Tracker 22. IRA Taxable Distribution When Contribution Made in Same Year 23. IRA Traditional IRA Basis Tracker 24. IRAs Traditional vs Roth 25. Kiddie Tax Age 18 or Full-Time Student Age Minister Allocating Expenses for Tax-Exempt Income 27. Minister Excludable Housing Allowance 28. Net Operating Loss (NOL) Calculation $ month subscription for up to 5 users To place an order or to learn more, visit tax.thomsonreuters.com/qftools or call

2 29. Net Operating Loss (NOL) Carryback After a Divorce or Death of Spouse 30. Net Operating Loss (NOL) Utilization of Carryover or Carryback 31. Real Property Estimated Tax on Gain from Sale 32. Rental Limit on Rental Deductions for a Dwelling Unit Used as a Home 33. Required Minimum DIstribution Inherited IRA 34. Required Minimum Distributions 35. Residence Gain/Loss from Sale and Allowable Exclusion 36. Substantially Equal Periodic Payments for Early Distributions 37. SEP-Sole Proprietor s Contribution 38. SIMPLE IRA Plan Sole Proprietor s Contribution 39. Social Security Taxable Amount with IRA Deduction Phase-out 40. Sole Proprietor Hiring a Dependent Child 41. Tax Benefit Rule Refunds of Amounts Previously Claimed as Itemized Deductions Business Tax Worksheets 1. Auto Employer-Provided Annual Lease Value Method 2. Auto Employer-Provided Cents-Per-Mile Method 3. Auto Trade-In Basis and Current Year Depreciation 4. Auto Sale Gain/Loss Actual Expense Method 5. Auto Sale Gain/Loss Standard Mileage Method 6. Cancellation of Debt Qualified Real Property Business Debt 7. Like-Kind Exchange 8. Partner s At-Risk Basis 9. Partner s At-Risk Losses 10. Partner Components of Suspended Loss Carryover 11. Partner s Outside Basis 12. Repossession of Real Property 13. S Corporation Shareholder Basis in Stock and Debt 14. S Corporation Shareholder Components of Suspended Loss Carryover 15. Section 1244 Loss Corporate Records Supporting Ordinary Loss Treatment HEALTH CARE REFORM DOCUMENTS Worksheets 1. Individual Shared Responsibility Penalty Flowcharts 1. Employer Shared Responsibility Penalty 2. Individual s Premium Assistance Credit Forms (Applications) 1. Application for Exemption Instructions 2. Application for Exemption for Individuals with Indian Health Care 3. Application for Exemption for Members of a Health Care Ministry 4. Application for Exemption for Members of Recognized Religious Sects 5. Application for Exemption in a State with a Federal Marketplace 6. Application for Exemption in a State with a State Based Marketplace 7. Application for Exemption who are Incarcerated (Detained or Jailed) 8. Application for Exemption who Experience Hardships 9. Application for Health Coverage & Help Paying Costs 10. Application for Health Coverage & Help Paying Costs Instructions 11. Application for Health Coverage No Financial Assistance 12. Application for Health Coverage No Financial Assistance Instructions 13. Application for Health Coverage Short Form 14. Application for Health Coverage Short Form Instructions 15. Health Coverage Application 16. Small Business Health Options Program (SHOP) 17. Small Business Health Options Program (SHOP) - Employers FINANCIAL CALCULATORS 1. Bank Statement Reconciliation 2. Before and After Tax Rate of Return 3. Buying vs Leasing Equipment 4. Buying vs. Leasing Auto 5. Buying vs. Renting Home 6. College Savings Planner 7. Employer Retirement Plan vs. Taxable Investment 8. Future Value of Investments 9. Gross to Net Paycheck 10. Health Savings Account Evaluator 11. Investment Needed to Achieve Goal 12. IRA Savings 13. Loan: 401(k) Loan 14. Loan Custom Loan Payment Schedule 15. Loan Effect of Lump-Sum Payment on Loan 16. Loan Monthly to Bi-Weekly Loan Conversion 17. Loan Mortgage Comparison 18. Loan Pay Points on Mortgage 19. Loan Record of Loan Payments and Rate Changes 20. Loan Standard Loan Payment Schedule 21. Loan Unknown Loan Variable 22. Monthly Investment Accumulation 23. Mortgage Loan Refinance Analysis 24. Mortgage Qualification 25. Net to Gross Paycheck 26. Personal Financial Statement 27. Present Value of a Future Amount 28. Present Value of a Series of Nonannuity Payments

3 29. Present Value of an Ordinary Annuity 30. Regular 401(k) vs Roth 401(k) 31. Retirement Account Aggregation 32. Retirement Income Planner 33. Social Security Benefits Starting at Age 62 vs. FRA 34. Years Needed to Achieve Goal 35. Years to Become a Millionaire FLOWCHARTS 1. Alimony Decision 2. American Opportunity Credit 3. Backup Withholding Incorrect Name/TIN 4. Backup Withholding Missing TIN 5. Business Use of Home 6. Child and Dependent Care Credit Who Qualifies 7. Child s Income Elect to Report on Parents Return 8. Child s Income Is Form 8615 Required? 9. Classification Process under Check-the-Box Regulations 10. Credit for the Elderly or Disabled 11. Dependency Exemption 12. Dependency Exemption Special Rules for Divorced Parents 13. Earned income Credit 14. Education Expenses Work-Related 15. EIN Ownership and Structure Changes Requiring New EIN 16. EIN When is One Needed? 17. Employee Commuting Business or Personal 18. Estimated Tax Farmers and Fisherman 19. Estimated Tax Optional Methods 20. Estimated Taxes General Rules 21. Family Owned Business Covered and Exempt Employment 22. Filing Status 23. Foreign Earned Income and Housing Exclusion 24. Form 2106 Who Must File? 25. Inherited IRA Death After RBD 26. Inherited IRA Death Before RBD 27. Innocent Spouse Relief Equitable Relief 28. Innocent Spouse Relief Separate Liability Election 29. IRA Contributions and Deductions 30. Like-kind Exchange 31. Material Participation 32. Meals and Entertainment Expenses 50% Limit 33. Mixed-use Dwelling Tax Treatment 34. Mortgage Loan Deductible Interest 35. Mortgage Loan Deductible Points 36. Moving Expenses 37. Multiple Support Agreement 38. PALs Real Estate Professional and Rental Activities 39. Payroll Tax Deposits 40. Reporting Sale of Business Property (Form 1040) 41. Resident or Nonresident Alien 42. Roth IRA Qualified Distributions 43. S Corporation Relief for Late S Corporation Election 44. Savings Bond Interest 45. Student Loan Interest Deduction 46. Withholding Exemption CLIENT HANDOUTS Individual Tax 1. Charitable Contributions 2. Children 3. Compensation Plans 4. Divorce 5. Education 6. Elderly 7. Estate and Gift Taxes 8. Other Individual Taxes 9. Real Estate 10. Residences and Vacation Homes 11. Retirement Plans 12. Sole Proprietors 13. Stocks, Bonds and Mutual Funds Business Tax 1. Business Dispositions 2. Business Financing 3. Business Formation and Start-Up 4. Business Valuation 5. Buy-Sell Agreements 6. C Corporations 7. Dealings with Business Owners 8. Employer Retirement Plans 9. LLCs and Partnerships 10. Personnel and Compensation 11. S Corporations 12. Small Business Government Resources 13. Sole Proprietor Planning 14. Travel, Meals and Entertainment TAX ORGANIZERS Individuals Tax Organizer 2. Airline Personnel 3. Alien (Non-U.S Citizen) 4. Daycare Provider 5. Direct Seller 6. Estate Tax 7. Expatriate 8. Farmer 9. Fiduciary Tax Initial Year 10. Fiduciary Tax Subsequent Year 11. Gift Tax

4 12. Long Haul Trucker and Overnight Driver 13. Oil and Gas Income and Deductions 14. Realtor Business and Other Entities 1. Corporate Organizer 2. Corporate Organizer Short Form 3. Partnership Organizer 4. Partnership Organizer Short Form 5. S Corporation Organizer 6. S Corporation Organizer Short Form 7. Tax-Exempt (Form 990) Organizer FEDERAL TAX FORMS 1. I-9 Employment Eligibility Verification 2. SS-4 Application for Employer ID Number 3. SS-5 Application for Social Security Card 4. SS-8 Determination of Worker Status for Federal Taxes 5. TD F Report of Foreign Bank and Financial Accounts 6. W-4 Employees Withholding Allowance Certificate 7. W-4P Withholding Certificate for Pension or Annuity 8. W-4V - Voluntary Withholding Request 9. W-7 Application for IRS Individual Taxpayer ID Number 10. W-9 Request for Taxpayer ID Number and Certification 11. W-10 Dependent Care Provider s ID and Certification 12. W-12 IRS Paid Preparer Tax Identification Number (PTIN) Notice Concerning Fiduciary Relationship Application for Reward for Original Information A Collection Information for Wage Earners and Self- Employed A (OIC) Collection Information for Wage Earners and Self-Employed B Collection Information for Businesses B (OIC) Collection Information for Businesses D Installment Agreement F Collection Information Statement 4506T-EZ - Short Form Request for Individual Tax Return Transcript Offer in Compromise A Income Certification for Offer in Compromise L Offer in Compromise (Doubt as to Liability) 24. Form 673 Statement for Claiming Exemption From Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section Claim for Refund and Request Abatement Agreement to Extend the Time to Bring Suit App. For Taxpayer Assistance Order Consent to Extend Period of Limitation on Assessment of Income Taxes Corporate Dissolution or Liquidation Reduction of Tax Attributes Due to Discharge of Indebtedness ES Estimated Tax for Individuals ES Estimated Tax for Estates and Trusts Application for Tentative Refund H U.S Income Tax Return for Homeowners Association Application for Extension of Time for Payment of Tax Due to Undue Hardship Application to Adopt, Change or Retain a Tax Year Corporation Application for Tentative Refund Statement of Person Claiming Refund for Deceased Taxpayer Heavy Highway Vehicle Use Tax Return Election by a Small Business Corporation Power of Attorney and Declaration of Representative Application for Change in Accounting Method Taxpayer Statement Regarding Refund Application for Filing Information Returns Electronically (FIRE) Corporation Application for Quick Refund of Overpayment of Estimated Tax Request for Copy of Tax Return T Request for Transcript of Tax Return T-EZ- Short Form Request for Individual Tax Return Transcript Application for Extension of Time to File U.S. Estate Taxes Request for Prompt Assessment Substitute for W-2 or Form 1099-R Automatic Extension of Time to File Individual Return Election to Postpone Determination SIMPLE Savings Incentive Match Plan for Employees Application for Extension of Time to File Emp. Plan Returns Application for Automatic 6-Month Extensions Disclosure Statement Report of Cash Payment Over $10,000 Received Release/Revocation of Release to Claim to Exemption for Child Injured Spouse Allocation Asset Acquisition Statement Reporting Agent Authorization Election to Have a Tax Year Other Than Required Application for Extension of Time to File Information Returns Tax Information Authorization Change of Address B Change of Address Business Entity Classification Election Request for Innocent Spouse Relief

5 Paid Preparer s Earned Income Credit Checklist Application for Extension of Time to File Exempt Organization Return Uncollected Social Security and Medicare Tax on Wages Preparer e-file Hardship Waiver Request Application for Voluntary Correction Program (VCP) Compliance Fee for Application for Voluntary Correction Program (VCP) Application for Voluntary Classification Settlement Program (VCSP) Collection Appeal Request Installment Agreement Request Request for a Collection Due Process Hearing Request for Appeals Review Withdrawal of Request for Collection Due Process or Equivalent Hearing Innocent Spouse Statement Statement of Disagreement Request for Appeal of Offer in Compromise Application For Reduced User Fee For Installment Agreements Identity Theft Affidavit CALIFORNIA TAX FORMS ES Corp. Est. Tax ES Est. Tax Ind ES Est. Tax Fid E Real Estate W/H Comp. of Est. G/L Online Account View Access Auth Req. for Relief from Hardship CORP Req. Copy of Corp, Partnership Return PIT Request for Copy of Personal Income Tax Return Automatic Ext. for Individuals FTB POA LLC Tax Voucher Substitute W New Jobs Credit Change of Address Estimated Fee for LLCs Corp. Ext. Filer Collection Info Auto. Ext. for Fiduciaries Installment Agreement Req Mandatory e-pay Election to Discontinuence or Waiver Reqeuest BE Offer in Compromise Business Entity PIT Offer in Compromise E-file Opt-Out Record 24. BOE-392 POA 25. BOE-403-E Individual Financial Statement 26. BOE-490 Offer in Compromise Application 27. BOE-490-C OIC App. for Corps and Bus 28. DE-1 Appl. for EIN 29. DE-1HW Reg. Emp. HH Wkr 30. DE-4 Emp. W/H Cert. 31. DE 4P W/H Cert. for Pension/Annuity 32. DE-24 Change of Address 33. DE-34 New Employees 34. DE-48 Power of Attorney EDD 35. DE-89 Emp. of HH Wkr. Elect. 36. DE 542 Report of Ind. Contractor(s) 37. DE 999A Offer in Compromise Application 38. DE 999B Offer in Compromise Financial Statement 39. DE 999CA Multi-Agency Form for OIC 40. DE 999D Installment Plan Agreement 41. DE 2251A Affidavit of Mailing OFFICE DOCUMENTS 1. Contact Log Sheet 2. Fax Cover Sheet 3. Invoice 4. Memo 5. Missing Information Sheet 6. Statement of Account 7. To Do List To place an order or to learn more, visit tax.thomsonreuters.com/qftools or call Thomson Reuters/Tax & Accounting. All rights reserved. UPDATED NOV 2015 DGM T