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I hope you find these flowcharts and worksheets helpful. You can download them for free. Full instructions are available in my self-study courses and textbooks, which can be purchased by clicking on the "Shop" tab above.
Many of these practice aids are available as color coded desktop reference cards. They can be purchased for a small fee by clicking on the "Shop" tab above.
COVID-19 Leave Calculation Worksheet (xlsx)Download
COD Worksheets (xls)Download
Data Security Plan template (docx)Download
Due Dilgence worksheet (xlsx)Download
Education Credit - Scholarship Allocations worksheet 11.28.19 (xlsx)Download
Form 3115 Attachment for Correcting Depreciation (xlsx)Download
Form 3115 attachment-TCJA changes (xlsx)Download
K-1 Double-Check Worksheet (pdf)Download
Like-Kind Exchange Worksheet 1.20.20 (xlsx)Download
NOLs Step-by-Step Carryback (pdf)Download
NOL Worksheet 10.20.20 (xlsx)Download
Parking Expenses Deductibility worksheet (xlsx)Download
Passive Loss Deduction at Death worksheet (xlsx)Download
PPP 24-week worksheet MASTER 6.23.20 (xlsx)Download
Rentals flowchart (pdf)Download
Repair vs Imp flowchart (pdf)Download
Worker classification (ABC test) updated Dec 2020 (pdf)Download
199A Specified Service Business chart (pdf)Download
199A double-check (xlsx)Download