Forms & Documents
Self-Employed Worksheets by Industry
- Business Professional Deductions (PDF)
- Construction Worker Deductions (PDF)
- Daycare Provider Dedutions (PDF)
- Direct Seller Deductions (PDF)
- Educator Deductions (PDF)
- Medical Professional Dedutions (PDF)
- Realtor Deductions (PDF)
- Self-Employed Individual Deductions (PDF)
- Vehicle Travel Entertainment Expenses (PDF)
- Entertainer Deductions (PDF)
- Hairstylist-Manicurist Deductions (PDF)
- Long Haul Trucker – Overnight Driver Deductions (PDF)
- Rental Property Worksheet (PDF)
Preparing for Your Appointment
- Client Data Packet (PDF)
- Checklist (PDF)
- Non-cash Donation Worksheet (PDF)
- Donation Valuation Guide (PDF)
- Non-Filer Engagement Letter (PDF)
- Business Tax Return Engagement Letter (PDF)
- Business Formation Engagement Letter (PDF)
- Conflict of Interest Waiver form (PDF)