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Income and Expenses Worksheets

Please utilize these worksheets to keep track of your Farm, Rental, and Small Business expenses and income, as well as a basic Balance Sheet Worksheet. Simply fill out the worksheets you need and include them in your tax packet. These are fillable for your convenience.

Image by Leon Dewiwje
Image by Carlos Muza

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.

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