PRACTICE AIDS

Download these resources FREE

 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.

Desktop reference cards available

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.

WORKSHEETS, FLOWCHARTS, CHECKLISTS, ETC

COD Worksheets (xls)

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Data Security Plan template (docx)

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Due Dilgence worksheet (xlsx)

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Education Credit - Scholarship Allocations worksheet 11.28.19 (xlsx)

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Foreign Asset Reporting (pdf)

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Foreign Earned Income Exclusion - Client Info Request (xlsx)

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Form 3115 Attachment for Correcting Depreciation (xlsx)

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Inherited IRA Options chart (pdf)

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K-1 Double-Check Worksheet (pdf)

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Like-Kind Exchange Worksheet 10.21.19 (xlsx)

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NOLs Step-by-Step Checklist (docx)

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NOL Worksheet 8.2.19 (xlsx)

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Parking Expenses Deductibility worksheet (xlsx)

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Passive Loss Deduction at Death worksheet (xlsx)

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Rentals flowchart (pdf)

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Repair vs Imp flowchart (pdf)

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Sale of Vehicle Worksheet 2019 (xlsx)

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Worker Classification chart (ABC test) 11.28.19 (pdf)

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199A Specified Service Business chart (pdf)

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CLIENT LETTERS

2020 CA healthcare req letter (doc)

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Worker classification (ABC test) letter to clients (docx)

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