Year End Organizers

Getting your clients ready for the upcoming tax season just got a little easier.

Now updated for the Tax Cuts & Jobs Act!

 

2018 Income Tax Organizer Worksheet

2018 Tax Deduction Finder

Year-end 1040 Checklist (1-page)

Tax Time Basics (2-page)

Year End Business Compiler

Year End Business Letter

Year End Corporation Letter

Estate & Trust Income Tax Organizer

Foreign Asset Worksheet

Interested in an organizer for clients living in states that did not conform to the new federal laws?

Special Nonconformity Organizer (4-page version)

Special Nonconformity Organizer (2-page version)

Interested in an organizer for clients living in states without income tax?

Special No-State-Tax Organizer

Interested in the prior year (2017) version?

Click here for the 2017 versions of our 2 and 4 page organizers.