Rental Worksheet

• Two-page, printed on 8 1/2 x 11" tan.
• ALSO AVAILABLE IN 9 x 12" ENVELOPE FORMAT.
• Use one worksheet per rental unit.
• Worksheet can be used throughout the year (space for monthly expenses). Envelope is a handy receipt collector.
• Can be ordered folded to fit #10 business envelope for easier mailing.

Rental Worksheet- Folded

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As worksheet:

As envelope:

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Rental Envelope

• 9 x 12" envelope printed on both sides.
• Use one envelope per rental unit.
• Envelope makes a perfect receipt collector.
• Helps landlord keep receipts together.
• Saves time in tax appointment.

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Contribution Finder

• Four pages on white paper folded to 82 x 11".
• Contains two pages of cash contributions and volunteer info, plus two pages of non-cash pricing information.
• Tips and checklists to help client compile charitable deductions.

Contribution Finder - Folded

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Noncash Contribution Worksheet

• Two pages printed on 82 x 11" salmon paper.
• Major timesaver during the client interview.
• Great client handout.
• Include in your year-end mailing.
• Simplify your work at tax time.
• User-friendly.
• Can be ordered folded to fit #10 business envelope.

Noncash Contribution Worksheet- Folded

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Charity Organizer Envelope

• Great handout for clients who forget to save receipts.
• #11 envelope printed on one side.
• Helps client comply with new documentation rules.

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Gambling Recordkeeper Envelope

• Everything needed to keep records of gambling income and expenses.
• Printed on a 6 x 9" envelope to hold receipts.
• Documentation rules are clearly spelled out for the taxpayer.

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Investment in Real Property

• Useful for cabins, rental property, day care, and other home office situations.

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Volunteer Expenses (Recordkeeping Trifolds)

• Economical client giveaway.
• Helps to maximize often forgotten deductions.

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Checkbook Keepers - Gambling Expense

• Compact and easy to use.
• Can be inserted into a checkbook or used on their own.

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Checkbook Keepers - Automobile Expense

• Compact and easy to use.
• Can be inserted into a checkbook or used on their own.

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Checkbook Keepers - Business Expense

• Compact and easy to use.
• Can be inserted into a checkbook or used on their own.

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Medical Expense Checklist

• One page printed on 8 1/2 x 11" paper.
• Great handout to help clients sort medical expenses.
• Includes an explanation of deductible expenses from Publication 502 and a list of expenses that are not deductible.
• Helps to maximize often forgotten deductions.

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Household Goods Valuation Worksheet

• Two pages on 8 1/2 x 11" grey paper.
• Great for insurance purposes.
• Useful for valuing personal property for casuality losses.

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