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.