Tax Questionnaire - Forms and Info to Gather for Preparation of 2023 Taxes:

PDF Version / Excel Version / Word Version

Use this as a guide to make sure all of your documents and information are ready for tax prep!

Schedule C Income & Expense Tracking for Non-Employee/Contractor Income - Excel Workbook

The green tabs are if you want to track expenses by month/day, and the blue tabs are if you prefer by source/project/gig. The summary tabs are linked to the detail tabs, let Excel do the number crunching :-) Let me know if there's anything that's unclear or if you have any recommended changes.

Schedule E: Income & Expense Tracking for Rental Real Estate - Excel Workbook

Green cells are for filling in, anything else should be linked or calculated automatically. Please reach out with any specific questions.