STORE - National Association of Tax Professionals … · STORE F A 2 015. 2 To order: ......

Be Tax Prepared.

TAX STORE

FALL 2015

To order: 800.558.3402 • natptax.com/fall • [email protected]

Educational Material

3501 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.

3502 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.

4514 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 2015. Packs of 5. 9.75” x 6”. Available in November.

The Essential 1040® 3501 Book 3501E Electronic 3501D DVD 3501DB DVD & Book

Member Price $90 $85 $85 $155

Nonmember Price $105 $99 $99 $165

Beyond the 1040® 3502 Book 3502E Electronic 3502D DVD 3502DB DVD & Book

Member Price $90 $85 $85 $155


The Ultimate 1040 Bundle 4514

Member Price $202

Nonmember Price $242

Tax Season Quick Reference Card 195

Member Price $4

Nonmember Price $5

All the great updates offered in our live courses are

available as books or DVDs. Learn on your schedule.

Updates Galore

4514 195

35023501

DVD set is a

recording of

a full-day live

workshop.

3

Educational Materials

Textbooks 3503 3504 3505 All 3 Books 3506

Member Price $90 $90 $65 $230


Electronic Textbooks

3503E 3504E 3505E All 3 Books 3506E

Member Price $85 $85 $57 $215


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.

3504 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.

3505 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!

Electronic Flashcards 3503F 3504F 3505F 3506F

Member Price $20 $15 $10 $35


The Ultimate EA Bundle 4529

Member Price $265


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 Exam Review Course Materials EA

Pass Rate

using NATP educatio

n92%


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: Individuals3562S Part 2: Businesses3563S 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 2015-2016 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 $109.95 $159.95 $79.95

Nonmember Price $119.95 $169.95 $89.95

FFA EA Smart Bundle 3579

Member Price $410


3565S

3579

For further

details visit

natptax.com/fall

Gleim Book/Online Test Prep All 3 Parts 3565S

Member Price $339.85

Nonmember Price $379.85

5


Gleim Book/Online Test Prep 3561S 3562S 3563S

Member Price $109.95 $159.95 $79.95

Nonmember Price $119.95 $169.95 $89.95

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.

3437 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.

3508 2015 National Conference Textbook

Includes presentation material on over 45 informative topics from this year’s National Conference. View topics at natptax.com/fall.

Textbooks 3373 3437 3508

Member Price $65 $65 $90

Nonmember Price $80 $80 $110


3373E 3437E 3508E




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 1120. 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.

3547 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.

3566 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.

3360 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 3547 3566 3360

Member Price $90 $90 $90 $65 $45

Nonmember Price $105 $105 $105 $80 $50


3548CE 3548SE 3547E 3566E 3360E

Member Price $85 $85 $85 $57 $38

Nonmember Price $99 $99 $99 $76 $44

7

Enhance your education with our CPE-credited webinars, self-study courses and workshops.

Get CPE!

Go to

natptax.com

and visit Events

& Education for

more info.

4518 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.

4519 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.

4516 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 4518 4519 4516




4518E 4519E 4516E




3486E Annual Tax Update Available in October

3513E Alternative Minimum Tax (AMT)

3538E Clergy Taxation

3552E Ethics and Circular 230

4433E 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

eBooks

for download

With eBooks, you can study on your mobile device. See book descriptions at natptax.com/fall.

Take Your Education With You!

9


3558E Introduction to Tax Preparation

3422E K-1s for 1041

3423E K-1s for 1065

3424E 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

Download and Go

eBooks make learning easy! See textbook descriptions

at natptax.com/fall.

Electronic books and other downloadable products are nonreturnable.


3141 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.

3146 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.

3225 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.

3242 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.

3243 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 3141 3146 3225

Member Price $20.95 $17.95 $42

Nonmember Price $24.95 $22.95 $50

Book 3242 3243

Member Price $15.95 $15.95

Nonmember Price $18.95 $18.95

31413146 3225

32423243

11

Reference Material

3298 Audit Proof the Tax Office

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.

3398 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.

3498S Tax Office Manual Set

Includes items 3298 and 3398.

3593 2015 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 3298 3398 3498S 3593

Member Price $75 $75 $139 $8.95

Nonmember Price $89 $89 $167 $10.95

3298

3398

3593

To view more reference material,

visit natptax.com/fall.

Buy the Set & Save

TopSeller


3592 3512 3596

3592 2015 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.

3512 Income Tax Guide for Ministers (2015 Edition)

The 2015 edition for 2014 tax returns. Features step-by-step 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.

3516 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.

3596 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 3592 3512 3516 3596

Member Price $44.99 $19.95 $85 $97

Nonmember Price

$49.99 $23.95 $95 $106.50

3516

13

Reference Material

Quickfinder® Handbooks (2015) Member Price Nonmember Price

3518 IRA and Retirement Planning $47 $49

3526 Depreciation (Available Nov.) $47 $49

3527 Premium Quickfinder® (Available Dec.) $68 $71

3515 Social Security and Medicare (Available Jan.) $47 $49

3584 1040 Quickfinder® (Available Dec.) $47 $49

3585 Small Business (Available Dec.) $47 $49

3588 All States Quickfinder® (Available Feb.) $76 $80

3589 Tax Planning for Individuals $47 $49

3540 Individuals – Special Tax Situations (Available Dec.) $47 $49

3590 Health Care Reform (Available Jan.) $47 $49

3597 Annual Tax Update (Available Jan.) $47 $49

TheTaxBook (2015) Member Price Nonmember Price

3582 Deluxe Edition Fast Answer Tax Book (Available Dec.) $74 $79

3583 1040 Edition Fast Answer Tax Book (Available Dec.) $48 $52

3587 All States Edition Fast Answer Tax Book (Available Feb.) $78 $83

3595 What’s New In Depth (Available Jan.) $55 $59

3594 Small Business Edition (Available Dec.) $48 $52

4513 Health Care & Retirement (Available Dec.) $55 $59

Be prepared for tax season with the industry’s top tax

reference guides.

Extra Time Sold Here

To view more reference

material, visit

natptax.com/fall.


4434E 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.

4428 A Practitioner’s Guide to Innocent Spouse Relief (Second Edition - 2014)

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.

4302E4428

Book 4434E 4302E 4428

Member Price $64 $26 $79.95

Nonmember Price

$80 $30 $99.95

Reference Material

4434E

15

885/886

Printed Client Brochures

These full-color tri-fold brochures (and bi-fold #859) offer your clients helpful information in easy-to-understand 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, 2016. All are available to download until December 2016.

885 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 email 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 2015.

886 Downloadable 6-Month Subscription TAX INSIGHT (2015)Choose this option if you prefer to only receive issues from July through December 2015.

Downloadable TAX INSIGHT Subscription

885 886

Member Price $84 $54

Nonmember Price $99 $69

To view samples, visit

natptax.com/fall.

Client Brochures Printed, 25 Per Pack Downloadable 895

Member Price $15 Per Pack $115

Nonmember Price $18 Per Pack $140

Client Resources

TopSellers


Winter (2015/2016) Single FoldSingle Fold

PersonalizedTri-Fold

Tri-Fold Personalized

Downloadable Version

Individual Version TTS3530 TTS3535 TTT3530 TTT3535TTD3540

Business Version TTSB3530 TTSB3535 TTTB3530 TTTB3535

Personalized Tax Tips

100 200 300 400 500 1000

Member Price $109 $142 $183 $220 $255 $400

Nonmember Price $129 $166 $216 $256 $295 $480

Downloadable Tax Tips

Member Price $41

Nonmember Price $52

Non-personalized Tax Tips 50 Per Pack

1 - 9 Packs 10 - 19 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

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.

Tax Tips Client Newsletters

17

Client Resources

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, email or your website.

Personalized Tax Tips

100 200 300 400 500 1000

Member Price $109 $142 $183 $220 $255 $400

Nonmember Price $129 $166 $216 $256 $295 $480

Smarter Clients

Keep your clients in-the-know with

Tax Tips. View samples at natptax.com/fall.

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 12.


602 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 8.5”.

604 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 6.25”.

605 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 6.25”.

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 8.5”.

610A Farm Tax Record Book (Green)

Uses multi-column ledger sheet approach to recordkeeping. 67 pages. Size: 11” x 8.5”.

Organized Clients Make a Happy Preparer

605 1-50 51-100 101-250 251+

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.

610 1-25 26-50 51+

Member Price $5.05 Ea. $4.95 Ea. $4.85 Ea.

Nonmember Price $5.75 Ea. $5.65 Ea. $5.55 Ea.

610A 1-25 26-50 51+



604 1-25 26-50 51+



602 1-25 26-50 51+



602604

605

610

610A

Handy record books make life simple!

See inside pages at natptax.com/fall.

TopSeller

19

Client Resources

612 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 8.5”. 615 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 11”.

620 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 8.5”.

621 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 11”.

620 1-50 51-100 101-250 251-500 501+

Member Price 71¢ Ea. 66¢ Ea. 63¢ Ea. 58¢ Ea. 53¢ Ea.

Nonmember Price 84¢ Ea. 78¢ Ea. 74¢ Ea. 68¢ Ea. 62¢ Ea.

621 1-25 26-50 51+



615 1-25 26-50 51+



612 1-25 26-50 51+



612

615

620

621


650 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 50.

670 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.

Birthday Cards

Send best wishes and strengthen client relations with our special birthday cards. Folded to 7” x 5”. White envelopes included. Packs of 50.

671 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 50.

672 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.”

inside

650

670

671

675Top

Seller

672

673

674

21

660 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.”

663 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).”

665 “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.”

Business Products

670, 671, 672, 673, 674 & 675 50 Per Pack

1 Pack 2-4 Packs 5-9 Packs 10+ Packs

Member Price $37 Ea. $34 Ea. $27 Ea. $22 Ea.

Nonmember Price $43 Ea. $39 Ea. $31 Ea. $26 Ea.

650 – 50 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.

To view more greeting cards, visit

natptax.com/fall.

660

663

661

665

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.

Keep in Touch!

660, 661, 663 & 665 200 Per Pack

1 Pack 2 Packs 5 Packs 10 Packs

Member Price $23 $42 $100 $190



202 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 11”.

202 & 203 25 50 100 250 500

Member Price $40.75 $71.50 $127 $302.50 $555

Nonmember Price $48.25 $84.50 $147 $355 $635

250 & 251 25 50 100 250 500

Member Price $10.50 $18 $31 $72.50 $135

Nonmember Price $12.50 $21.50 $37 $85 $160

191 25 Per Pack

Member Price $7.50 Ea.

Nonmember Price $9.50 Ea.

203

202

250

191

251

Choose these great resources for your clients.

OrganizationIs Key!

23

Business Products

901 12-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.

902 14-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!

Redi-Tag® Printed Arrow Page FlagsHelp 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

727 Missing Information – Red Flag

901 902

Member Price $145 $111

Nonmember Price $163 $127

725, 726 & 727

Member Price $5.75

Nonmember Price $6.25

901

902

725

726

727

Our first-class products keep you accurate. Make your selection at natptax.com/fall.

Keeping Tabs


131 Record Saver Envelopes 80131 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 12.65” Client Mailing Envelopes

Convenient sizes for storing or mailing returns. 12” or 12.65” top opening. White.

81177 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.

Smith Tax Service1000 American DrivePleasantville, USA 00000

131

80131

131 50 100 200 300 400 500 1000

Member Price $33 $55 $104 $150 $192 $230 $430

Nonmember Price $38 $63 $120 $174 $224 $270 $480

80131 – Personalized 100 200 300 400 500 1000

Member Price $113 $164 $207 $248 $290 $500

Nonmember Price $129 $188 $243 $292 $340 $560

500A and 500B 50 100 250 500 1000

Member Price $21 $36 $80 $145 $250

Nonmember Price $24 $41 $92.50 $165 $290

81177 – Personalized 250 500 1000



500A500B

81177

TopSeller

25

This is

Tax Preparation!

HIGHSTYLE145 Premium Tax Folder with Box Pocket 25145 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 24

145 50 100 200 300 400 500 1000

Member Price $83 $149 $290 $423 $548 $665 $1,260

Nonmember Price $93 $167 $326 $477 $620 $755 $1,430

25145 – Personalized 100 200 300 400 500 1000

Member Price $397 $574 $756 $908 $1,060 $1,770

Nonmember Price $425 $625 $830 $1,010 $1,185 $2,020


Imprint your company information on your folders.

See examples at natptax.com/fall.

Make it Personal!

121 & 144 50 100 200 300 400 500 1000

Member Price $38 $64 $124 $180 $232 $280 $520

Nonmember Price $44.50 $74 $144 $210 $272 $330 $610

80121 & 25144 – Personalized 100 200 300 400 500 1000

Member Price $137 $202 $258 $312 $365 $610

Nonmember Price $160 $232 $297 $360 $425 $710

142 & 143 50 100 200 300 400 500 1000

Member Price $43.50 $75 $146 $213 $276 $335 $640

Nonmember Price $52.50 $88 $172 $252 $328 $400 $770

25142 – Personalized 100 200 300 400 500 1000

Member Price $148 $224 $294 $356 $425 $730

Nonmember Price $174 $260 $339 $416 $495 $870

125, 126, 140 & 141 50 100 200 300 400 500 1000

Member Price $42 $72 $140 $204 $264 $320 $610

Nonmember Price $50 $84 $164 $240 $314 $382.50 $725

80125, 80126, 25140 & 25141 – Personalized

100 200 300 400 500 1000

Member Price $148 $220 $288 $348 $405 $700

Nonmember Price $170 $252 $330 $400 $475 $820

121125 140 142

144 126 141 143

27

Business Products

No pocket folders

121 Blue Client Folders 80121 Personalized

Includes a client letter printed on the inside left.

144 Green Striped Client Folders with Wide Spine 25144 Personalized

Features side staple tabs and an extra-wide, 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 80125 Personalized

Features a client letter printed on the left pocket. Also has staple tabs and a .20” expandable spine for thicker returns. 8.75” x 11.375” folded.

126 Off-White Client Folders 80126 Personalized

Has federal, state and city check boxes. A client letter is also printed on pocket.

140 Stars and Stripes Client Folders 25140 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 25141 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 25142 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.

• 8.75” x 11.5” when folded

• 80# stock

• Linen finish

• Area to write tax year and client name

• Personalization available

All folders shipped flat.

All Folders Feature (unless otherwise indicated)

Need envelopes?

See page 24.

P.O. Box 8002Appleton, WI 54912-8002

Be Tax Prepared.

TAX STORE

FALL 2015

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