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Tax Worksheets & Other Client Resources

Login to Secure Client Portal

• Download Tax Worksheets

• What Documents Should I Gather to Prepare My Income Tax Return?

• What's NEW for Tax Year 2024 (2025 Tax Season)?

• Mileage Rates (Years 2017 through 2025)

• Per Diem Rates for Meals & Incidental (M&IE) Expenses?

• Form W-2 - How Can I Get a Copy From My Employer?

• Form W-4 - How to Complete?

• Form 1095-A - Health Insurance Marketplace^® Statement - Get Copy?

• Form 1099-G - Florida Unemployment - How Can I Get a Copy?

• Form SSA-1099 - How Can I Get a Copy From Social Security?

• What is the Status of My Income Tax Refund?

• How Do I Report a "Change of Address"?

• How Long Do I Need To Keep Documents for Tax Purposes?

• Answers to Other Frequently Asked Questions

IRS Warns Taxpayers of Phone Scams, Suspicious E-Mails and Other Phishing Schemes - The IRS Does NOT Contact Taxpayers By Phone, E-mail, Text, or Social Media!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax Worksheets
	Select Tax Year: 2024 Download 2023 Download 2022 Download	Real Estate Agent/Broker Income & Expense Worksheet Planning Ahead? 2025 Download - Coming Soon
	Select Tax Year: 2024 Download 2023 Download 2022 Download 2021 Download 2020 Download 2019 Download	Business Income & Expense Worksheet (including Self-Employed / Independent Contractors / Subcontractors / 1099-NEC / 1099-MISC / 1099-K / Statutory Employees (Form W-2 Box 13))   Planning Ahead? 2025 Download - Coming Soon
	Download	Business Use of Home Worksheet (Home Office)
	Download	Rental Property Income & Expense Worksheet
	Download	Insolvency Worksheet (for Cancellation of Debt - Form 1099-C)
	Download	Form W-9 (for Independent Contractors / Subcontractors)
Employee Occupational Deduction Worksheets
Effective January 1, 2018 through December 31, 2025, unreimbursed employee job expenses are NO longer deductible as an itemized deduction under the "Tax Cuts and Jobs Act (TCJA)". See EXCEPTIONS below. EXCEPTION 1: If your Form W-2 Box 13 is checked for "Statutory employee", your job expenses are deductible. Use the "Business Income & Expense Worksheet" above. EXCEPTION 2: The following employees can deduct job expenses: 1. National Guard and reserve members who travel more than 100 miles from home to perform services as a National Guard or reserve member; 2. Performing-arts related expenses for a qualified performing artist; 3. Job expenses for fee-basis state or local government officials; 4. Employees with impairment-related work expenses.