2024 Tax Year - Tax Articles, Forms & Worksheets
FACTS-5 has assembled an ever growing collection of informative and useful tools to help our clients with their tax affairs.
If you cannot find what you are looking for, please email pam@facts-5.com.
A
Alternative Minimum Tax
Audits
B
Business Entity Comparison Chart
Business Entity Pros & Cons
Business Expense Worksheet
Business Financing -Don’t Intermingle Funds
Business Management Tips
Business Owners – Taking Money Out of a Business
Business Tax Record Book
Business Use of Home
C
Cancellation of Debt
Capital Gains & Losses
C-Corporation Tax Organizer
Charitable Cash Donation Tracker
Charitable Contributions Guide
Charitable Noncash FMV Guide
Child & Dependent Care Tax Credit
Clergy Religious Workers
College Financial Aid Planning
Comprehensive Income Tax Checklist
Consumer Credit
Coronavirus (COVID 19) Legislation – Business
Corporation Meeting Requirements
Crowdfunding
D
Day Care Providers Income & Expenses
Death of a Taxpayer
Dependent Support Worksheet
E
Early Retirement Distributions – SEPP
Education Tax Benefits
Employee or Independent Contractor
Estate Planning Wills – Probate & Transfer of Assets
Estate Tax (Form 706)
Excess Business Loss & Net Operation Loss (NOL)
Expense Reimbursements for Employees
Extending Your Tax Return
F
Families With Children
Farm Income Worksheet
Farm Inventory & Accounting Methods
Farm Record Tax Book – Expanded
Farm Record Tax Book – Condensed
Filing Status
Financial Planning Guide
Foreign Bank & Financial Accounts
Fringe Benefits
G
Gift Tax
H
Health Care Reform – Cost Sharing Reductions
Health Care Reform – Employer Insurance Requirement
Health Care Reform – State Health Insurance Exchanges
Health Insurance Marketplace
Health Savings Accounts (HSAs)
High Income Taxpayers
Household Employees
I
Identity Theft & Your Taxes
Income & Expense Statement for Business TY2022
Individual Retirement Accounts – Backdoor Roth IRA
Individual Client Checklist TY2021
Individual Retirement Accounts – Inherited IRAs
Individual Retirement Accounts – Kinds of IRAs & Prohibited Transactions
Individual Tax Organizer 2021
Individual Taxpayer Organizer Sole Proprietorship
Individual Taxpayer Organizer Rental Property
Individual Retirement Accounts – Qualified Charitable Distribution (QCD)
Individual Retirement accounts – Required Minimum Distributions (RMDs)
Individual Retirement Accounts – Roth IRAs
Individual Retirement Accounts – Traditional IRAs
Inventory – Cost of Goods Sold
Itemized Deductions – Casualty & Theft Losses
Itemized Deductions – Interest Paid
K
Kiddie Tax
L
LLC Tax Organizer
M
Marketing Your Business
Moving Expenses
Moving Out Worksheet
Multi State Taxation
N
Newlywed Tax Tips
O
Outside Salesperson Checklist
On-Demand Drivers
P
Pandemic Relief 2021
Partnerships
Partnerships Tax Organizer
Pension Income Planning
Q
Qualified Business Income Deduction
R
Real Estate Pros
Recordkeeping for Tax Purposes
Referrals Appreciated
Rental Tax Record Book
Rental Income & Expense Worksheet
Rental Real Estate QBI Safe Harbor
Retirement Income
Retirement and Other Savings Accounts
Reverse Mortgages
S
Sale of a Principal Residence
Same Sex Married Couples
Saving for College
Saving for Retirement
S Corporations
S Corporation Tax Organizer
Schedule A Worksheet
Self-Employment Tax
Short Term Rentals
Standard vs Itemized Deductions
Stock Options – Same Day Sales
T
Tax Scams – Protect Yourself
Taxable Social Security Benefits
Taxpayers Who Receive an IRS Notice
Tipped Empoyees
Travel Log – 2021TY
Travel Log – 2022TY
V
Vehicles – Business Use
Virtual Currencies (Crypto Currency)
W
What Should You Do if You Can’t Pay Your Taxes
Withholding – Filling Out Form W-4
W-4 Form
W-9 Form
Other
1120S Engagement Letter – Tax Year 2021
1120 Engagement Letter – Tax Year 2021
1065 Partnership Engagement Letter – Tax Year 2021
1099 Forms Packet
1099 Information Checklist