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Where's My Refund?
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FORMS and INFORMATION Here are some forms that you may need for your personal and/or business. In order to view these documents, you will need to download and install Adobe Acrobat Reader. This plug-in is available FREE at the Adobe website. Click here to access the Adobe site for downloading ACROBAT READER FOR WINDOWS. New Client FormsClient Information Name/Address/Dependents, etc... Client Disclosure Federal Law Consent DR-835 Florida Department of Revenue (FDOR) Power of Attorney Form 2848 IRS Power of Attorney New Client Appointment checklist What to bring with you to your first appointment MANDATORY Tax Year FormsClient Information Name/Address/Dependents, etc... Client Disclosure Federal Law Consent Due Diligence Personal Did you have any changes that will affect your tax returns for this year? Due Diligence Business Answer ALL questions please. PersonalChange of Address Form for IRS Charitable Contributions Info Information on allowable contributions Client Information Name/Address/Dependents, etc... Medical Expenses - Personal Miscellaneous Itemized Deductions for W-2 employees Non-Cash Contributions IRS approximate value of used items donated to charity Per Diem Specifically for "traveling" business people Tax Organizer Fill in this 4 page Organizer and send in with your tax paperwork Tax Checklist Check this off to see if you have all that you can claim W-10 Dependent Care Provider Details - e.g. Daycare owner details Home Based BusinessHome based business income and expenses worksheet Organize and summarize for taxes by category - NOT by month! Home Office Flowchart Does your Home Office qualify? Home Office Have this ready for your tax prep if you have a home office BusinessBusiness Tax Organizer LLC or INC Tax Organizer Business Change of Address Form for IRS Do you need to apply for a new EIN? Do you need to apply for an FEIN? Form I-9 This is for Employee verification - Immigrants Form W -4 This is for W-2 Employees to show number of dependents etc... Form W-9 & Instructions This is for Sub-contractors - mandatory after September 11th 2001. Home Office Qualifier Is your home office eligible as a deduction? Home Office Have this ready for your tax prep if you have a home office LLC or Corporation Business Income and Expenses Worksheet Organize and summarize for taxes by category Payroll Deposit Timetable Payroll tax deposits have to be made on certain dates depending on certain factors. Tax Calendar Due dates and where to mail Vendor Confidentiality Agreement State of Florida FORMS LINK DR-1 Application to collect and report Sales & Use tax DW 250 Workman's Compensation Exemption Form DW 250i Workman's Compensation Exemption Instructions DR-405 Tangible Tax Return - Check your local County DR-835 FDOR Power of Attorney DR-841 FDOR request for tax return UCS-6061 Independent Contractor vs Employee Analysis IRS Form 2848 Power of Attorney SS-4 Application for Federal Employer Identification Number (FEIN) Form I-9 This is for Employee verification - Immigrants Form W -4 This is for W-2 Employees to show number of dependents etc... Form W-7 ITIN Application Form W-9 This is for Sub-contractors - mandatory after September 11th. Form W-10 Dependent Care Provider Details - e.g. Daycare owner details Form 4506 Mail-in request for IRS Transcripts Request Transcripts of your tax returns from the IRS Telephonic request for IRS Transcripts Directions to IRS Maitland Office Form 2553 S-Election Form 8822 IRS Change of address form - business and personal is on the same form Miscellaneous Forms Record Retention Schedules How long should I keep everything? Foreign Bank and Financial Accounts Report of Foreign bank and financial accounts Specialized Professional Deductions Forms Business Professionals Deductions Long Haul Truckers and Overnight Drivers Expense Logs Vehicle, Travel and entertainment expenses Non-Cash Charitable Contributions Calculating Flowcharts Qualifying Meals Flowchart Not all meals qualify as deductible. Student Loan eligibility What can you deduct? Home Office Flowchart Does your Home Office qualify? Real Estate Professional Flowchart Are you a Real Estate Professional? Earned Income Qualifier Do you qualify for EIC? Moving Qualifier Do you qualify to take the moving expenses |
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