These worksheets have been prepared to help you organize your information prior to your tax appointment.
Every client should be using the General Information worksheet. The other worksheets are based on your particular situation or needs.
Although the worksheets were created with these professions in mind, much of the information is helpful to any taxpayer, so feel free to use the worksheets even if you are not in one of these fields. Please keep in mind that these worksheets are not meant to be all inclusive of deductible expenses. There are often exceptions that apply, so if you have any questions, be sure to ask. These worksheets are intended to be used as a general guideline in your tax preparation process.