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Helpful Tools

Tax Return Checklists    (Updated for 2019)

*Click below to open as an Excel spreadsheet.

   Individual

Corporation

Partnership

Proprietor

Farm

Home Office

Rental

Realtor

*Click below to open as a PDF file. 

    Individual

Corporation

Partnership

Proprietor

Farm

Home Office

Rental

Realtor

Other Helpful Worksheets

*Click below to open as an Excel spreadsheet.

 

Business Mileage Log
  

Noncash Contribution
   

*Click below to open as a PDF file.


Deductible Mileage
  

Business Mileage Log
 

Noncash Contribution
  

Record Retention

Rental property checklist

Other Helpful Information


Individual Health Reform
 

Employer Health Reform
 

Amer Taxpayer Relief Act
  

Coverage Notice - with coverage
 

Coverage Notice - without coverage
 

IRS Publication 5093
 

Individual Mandate Flowchart
 

Summary ACA
 

 

Subsidy Calculator - Premium Assistance for Coverage in Exchanges

This tool illustrates health insurance premiums and subsidies for people purchasing insurance on their own in new health insurance exchanges (or “Marketplaces”) created by the Affordable Care Act (ACA).

http://kff.org/interactive/subsidy-calculator/