Worksheets and Tax Information 

Worksheets

Information Charts

Adoption

• Adoption Expense Record

Alternative Minimum Tax

• AMT Net Operating Loss A, 
  Computation
  
  
• AMT Net Operating Loss B, 
  Carryback/Carryover

Automobile

• Automobile Policy Statement - 
  Personal Use of Employer 
  Provided Vehicle
  
  
• Auto Expense
  
  
• Auto Lease vs. Purchase (4 pgs)
  
  
• Standard Mileage Rates

Basis

• Mutual Fund Basis
  
  
• Partner's Adjusted At-Risk Basis
  
  
• Shareholder's Basis in S 
  Corporation

Business

• Office in Home
  
  
• Payroll Deposit

Clergy

• Housing Allowance Exclusion
  
  
• Self-Employment Income of Minister

Estates and Trusts

• 1040-1041 Allocation
  
  
• DNI Calculation

IRAs

• IRA Record - Contributions
  
  
• IRA Record - Distributions
  
  
• Roth Record Sheet

Like-Kind Exchanges

• Like-Kind Exchange Worksheet

Net Operating Loss

• NOL Allocation
  
  
• NOL Allocation - AMT
  
  
• Record of Net Operating Loss
  
  
• NOL A - Computation of Net 
  Operating Loss
  
  
• NOL B - Carryback/Carryover 
  Years

Passive Losses

• Active Participation Rentals
  
  
• Passive Loss Allocations

Practice Management

• Tax Preparer's Work Sheet
  
  
• Tax Return Routing Sheet
  
  
• Tax Return Routing Sheet Without Hours
  
  
• Estimated Tax Payment Work Sheet

• Interview Checklist
  
  
• Determining Fee To Charge For 
  Professional Services (MS Excel 2000 format)
  
  
• Determining A Per Return Fee (MS Excel 2000 format)

Rentals

• Rental House/Apartment
  Basis Calculation - (MS Excel 2000 format)
  
  
• Rental Property

Sales

• 4797 Multiple Sales of Personal 
  Property
  
  
• Sale of Land Contract
  
  
• Computing Gain for Reposses- 
  sion of Personal Property
  
  
• Computing Gain for Reposses- 
  sion of Real Property
  
  
• Certification for No Information 
  Reporting on the Sale or 
  Exchange of a Principal 
  Residence

W-4

• W-4 Planning Worksheet

• Entity Comparison Chart
• Annual Lease Value Table with Information About Its Use
  
  
• 2013 CONUS Per Diem Rates
  
• 2013 OCONUS Per Diem Rates
  
• 2012 CONUS Per Diem Rates
  
• 2012 OCONUS Per Deim Rates
• 2011 Per Diem Rates
  
• 2010 Per Diem Rates
  
• 2009 Per Diem Rates
  
• 2008 Per Diem Rates
  
• Social Security Earnings Limits
  
  
• Section 7520 Rates
  
  
• IRS Interest Rates
  

 Applicable Federal Rates

• 2013
  
• 2012
  
• 2011
  
• 2010
  
• 2009
  
• 2008
  
• 2007
  
• 2006
  
• 2005
  
• 2004
  
• 2003
  
• 2002
  
• 2001
  
• 2000
  
• 1999
  
• 1998
  
• 1997
  
• 1996
  
• 1995
  
• 1994
  

Addresses

• Where to File Paper Returns
  
• IRS Service Centers for Private Delivery