Download helpful checklists

Help organize all your tax deductions before your appointment.  These forms are available as an Excel® spreadsheet or in PDF format viewable in Adobe® Reader.  If you have multiple businesses, use as many checklists.  Please contact your Accutax tax specialist if you have questions.

• General checklist for all taxpayers  (Excel spreadsheet)  (PDF)
• Schedule C checklist for self-employment  (Excel spreadsheet)  (PDF)
• Schedule E checklist for rental property  (Excel spreadsheet)  (PDF)