Downloadable Resources
Use these spreadsheets to gather and summarize the information we need to prepare your tax return. If you already track this in accounting software, you may not need these forms—just send us your reports.
Business P&L Spreadsheet
A template to total your business income and expenses for the year.
Non-Cash Contributions Worksheet
A worksheet to help estimate the value of donated items and document the information required for tax reporting
(This worksheet is all we need, but for your records we recommend taking pictures of the items and saving the receipt or acknowledgment letter from the charity).
Rental Property P&L Spreadsheet
A template to total rental income and rental-related expenses by property.