Income and Expenses Worksheets
Please utilize these worksheets to keep track of your Farm, Rental, and Small Business expenses and income. Simply print off the worksheet you need to use, fill it out, and bring it to your tax appointment!
Self Employment Income and Expenses
QuickBooks Desktop Report Instructions
We no longer have QuickBooks Desktop, as we have switched to QuickBooks Online. Due to this change, we are no longer able to accept QuickBooks files on flash drives or by other means. In order to complete a tax return for your business, we will need a printed Profit & Loss Report along with a Balance Sheet – if applicable – for your Tax Advisor. You can find step-by-step instructions to the right for how to obtain these reports in QuickBooks Desktop.