TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas...

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printables to help you prepare your taxes TAX PRINTABLES Seek guidance from an accountant and tax preparer. These printables are for personal use only. WWW.THIRTYHANDMADEDAYS.COM GENERAL SALARIES AUTO/TRAVEL CHARITABLE TAX CHE CKLIST for small business Bank account & routing number for refunds/payments Bank statements Credit card statements Copies of last year’s returns Total wages paid Federal unemployment paid State unemployment paid Worker’s compensation paid Health insurance paid Mileage driven (primary car used for business) Gas purchases (primary car used for business) Airfare Hotel fees Rental cars Conference fees Donation records Volunteer expenses TAX CHE CKLIST MISC/EXTRAS GENERAL INCOME ADJUSTMENTS/CREDITS DONATION record DATE ITEM DESCRIPTION WHERE DONATED VALUE TAX CHE CKLIST TAX CHE CKLIST Social Security Numbers for you & family members Copies of last year’s returns Bank account & routing number for refunds/payments Bank statements Credit card statements Investment statements W2 for employment income 1099 for misc income- employment, investments, winnings Sale of property Unemployment income 1098 for interest paid on loans Mortgage interest Student loan interest Tuition Property taxes State taxes Local taxes Vehicle registrations/licenses rental property information Job expenses Casualties/theft/losses Alimony paid Alimony received IRA/401/retirement contributions Account information for retirement plans medical expenses dental expenses charitable gifts volunteer expenses tithes donation records MISC/EXTRAS GENERAL INCOME ADJUSTMENTS/CREDITS PAID TAXES RETIREMENT MEDICAL CHARITABLE

Transcript of TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas...

Page 1: TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas purchases (primary car used for business) Airfare Hotel fees Rental cars Conference

printables to help you prepare your taxes

TAX PRINTABLES

Seek guidance from an accountant and tax preparer.These printables are for personal use only.

WWW.THIRTYHANDMADEDAYS.COM

MISC/EXTRAS

GENERAL INCOME

SALARIES EXPENSES

AUTO/TRAVEL OFFICE

CHARITABLE

TAX CHECKLISTfor small business

Bank account & routing number for refunds/paymentsBank statementsCredit card statementsCopies of last year’s returns

Bank deposits for the year1099’s for the yearAll other income information

Total wages paidFederal unemployment paidState unemployment paidWorker’s compensation paidHealth insurance paid

Interest paidAdvertising feesWebsite fees- host/server/domain name, etcAccountant/bookkeeping feesLegal feesMeals & misc entertainmentBank charges

Mileage driven (primary car used for business)Gas purchases (primary car used for business)AirfareHotel feesRental carsConference fees

Basic office informationMortgage interestReal estate taxesUtilities paidHome insuranceElectronics purchased for business (laptop, etc)

Donation recordsVolunteer expenses

TAX CHECKLIST

MISC/EXTRAS

GENERAL INCOME

ADJUSTMENTS/CREDITS PAID TAXES

RETIREMENT MEDICAL

CHARITABLE

DONATION recordDATE ITEM DESCRIPTION WHERE DONATED VALUE TAX CHECKLIST

TAX CHECKLIST

Social Security Numbers for you & family membersCopies of last year’s returns

Bank account & routing number for refunds/paymentsBank statementsCredit card statementsInvestment statements

W2 for employment income1099 for misc income- employment, investments, winnings Sale of propertyUnemployment income

1098 for interest paid on loansMortgage interestStudent loan interestTuition

Property taxesState taxesLocal taxesVehicle registrations/licenses

rental property information

Job expenses Casualties/theft/losses Alimony paid

Alimony received

IRA/401/retirement contributionsAccount information for retirement plans

medical expenses dental expenses

charitable gifts volunteer expenses tithes

donation records

MISC/EXTRAS

GENERAL INCOME

ADJUSTMENTS/CREDITS PAID TAXES

RETIREMENT MEDICAL

CHARITABLE

Page 2: TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas purchases (primary car used for business) Airfare Hotel fees Rental cars Conference

TAX CHECKLIST

Social Security Numbers for you & family membersCopies of last year’s returns

Bank account & routing number for refunds/paymentsBank statementsCredit card statementsInvestment statements

W2 for employment income1099 for misc income- employment, investments, winnings Sale of propertyUnemployment income

1098 for interest paid on loansMortgage interestStudent loan interestTuition

Property taxesState taxesLocal taxesVehicle registrations/licenses

rental property information

Job expenses Casualties/theft/losses Alimony paid

Alimony received

IRA/401/retirement contributionsAccount information for retirement plans

medical expenses dental expenses

charitable gifts volunteer expenses tithes

donation records

MISC/EXTRAS

GENERAL INCOME

ADJUSTMENTS/CREDITS PAID TAXES

RETIREMENT MEDICAL

CHARITABLE

Page 3: TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas purchases (primary car used for business) Airfare Hotel fees Rental cars Conference

TAX CHECKLIST

MISC/EXTRAS

GENERAL INCOME

ADJUSTMENTS/CREDITS PAID TAXES

RETIREMENT MEDICAL

CHARITABLE

Page 4: TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas purchases (primary car used for business) Airfare Hotel fees Rental cars Conference

MISC/EXTRAS

GENERAL INCOME

SALARIES EXPENSES

AUTO/TRAVEL OFFICE

CHARITABLE

TAX CHECKLISTfor small business

Bank account & routing number for refunds/paymentsBank statementsCredit card statementsCopies of last year’s returns

Bank deposits for the year1099’s for the yearAll other income information

Total wages paidFederal unemployment paidState unemployment paidWorker’s compensation paidHealth insurance paid

Interest paidAdvertising feesWebsite fees- host/server/domain name, etcAccountant/bookkeeping feesLegal feesMeals & misc entertainmentBank charges

Mileage driven (primary car used for business)Gas purchases (primary car used for business)AirfareHotel feesRental carsConference fees

Basic office informationMortgage interestReal estate taxesUtilities paidHome insuranceElectronics purchased for business (laptop, etc)

Donation recordsVolunteer expenses

Page 5: TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas purchases (primary car used for business) Airfare Hotel fees Rental cars Conference

MISC/EXTRAS

GENERAL INCOME

SALARIES EXPENSES

AUTO/TRAVEL OFFICE

CHARITABLE

TAX CHECKLISTfor small business

Page 6: TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas purchases (primary car used for business) Airfare Hotel fees Rental cars Conference

TAX CHECKLIST

Page 7: TAX PRINTABLES - Thirty Handmade Days€¦ · Mileage driven (primary car used for business) Gas purchases (primary car used for business) Airfare Hotel fees Rental cars Conference

DONATION recordDATE ITEM DESCRIPTION WHERE DONATED VALUE