CHASE & ASSOCIATES

Nationwide Web Based Online Tax Service Specializing In Individual & Corporate Taxation


Tax Worksheets

tax preparation

The majority of your tax information will be gathered from your tax papers.
Our worksheets are designed to gather any  additional information.

Complete the following Online Tax Questionnaire.

Tax Questionnaire

(Everyone please complete)

Then complete any of the other worksheets listed below that apply to you.
Don’t Worry if you missed any. Our Questionnaire is designed
to determined what other worksheets are required.
After our review we will follow up with
 any additional worksheets and/or tax questions.

Other Worksheets
(Complete the ones that apply to you)

Itemized Deductions

Donated Property Over $500

Job Related Moving Expenses

Rental Schedule
(or download spreadsheet template below)

Business P&L
   (Only available in spreadsheet download below)

Child & Dependent Care

Tuition Expenses

Residential Energy Credit
(Solar/Fuel Cells/Geothermal)

Alternative Powered Vehicle Credit

Small Employer Heath Insurance Credit
(25 or less employees)

Employee Expenses
(State Deductable)

Employee Home Office(State Deductable)

Tax notes (anything you wish to add)

Spreadsheet Templates

(downloads)

(Sole Proprietor Sch C)

(Corporation)

(Partnership)

The above templates are in the Desktop Excel 97/2000 spreadsheet format.
 They can be opened with Microsoft Excel Desktop 97 or higher
or with the FREE Apache Desktop OpenOffice software.

They can also be uploaded to your Free or Paid Ondrive Cloud.
 If you would like to share it with us, our Ondrive handle is ” Chase1040@gmail.com”
This is our preferred option, as we can work on it together.

After we review your worksheets & tax papers
 we will contact you regarding any follow-up tax questions we may have.


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