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2018 Year-End Organizer Forms

These forms are to be used with 2018 income and other tax forms, with due dates in 2019

2018 S-Corporation Tax Organizer Packet
This contains the engagement letter, QuickBooks checklist, and Questionnaire required for us to prepare your 2018 S-corporation tax return.

2018 C-Corporation Tax Organizer Packet
This contains the engagement letter, QuickBooks checklist, and Questionnaire required for us to prepare your 2018 C-corporation tax return

2018 Partnership Tax Organizer Packet
This contains the engagement letter, QuickBooks checklist, and Questionnaire required for us to prepare your 2018 partnership tax return

Home Office Worksheet
If you have a home office and operate your business as a corporation, use this form to calculate the home office deduction. You should write a check from your corporate account by December 31, 2018, to get the deduction on your corporate return.

Employer-Provided Vehicle
If your business owns a vehicle and is used for personal use, we will need this form to document the value of personal usage of those vehicles.

2018 Fringe Benefit Questionnaire
If we are preparing your year-end payroll tax returns and Forms W-2, this form provides us information about items that may need to be reported or adjusted on your W-2s.

Form 1099 Worksheet
Use this to summarize information that needs to be reported to your vendors on Form 1099.

Rental Income Worksheet
Use this form to summarize income and expenses for your rental properties. Please use one form per property.