Steadman Tax Services, PLLC : Downloads

INDIVIDUAL DOCUMENTS 2019 Tax Returns - Organizers and worksheets will be updated by Dec 20th. Forms will open in new tab. Please download forms to your computer before printing. (For all individuals; please complete engagement, tax organizer, and healthcare forms; additional organizers and worksheets as applicable)		BUSINESS DOCUMENTS (2019 Tax Returns) (For all business types; please complete engagement and tax organizer; additional organizers and worksheets as applicable)
Individual Engagement Letter		Business Engagement Letter
2018 Tax Organizer Dependency Worksheet - required if claiming kids/dependents other than spouse		Business Tax Organizer (not Sole Proprietors) Sole Proprietor (Schedule C) Income/Expenses
Health Care - For 2019 we will need Form 1095-A If you purchased Health Insurance through the Government Marketplace. (healthcare.gov)		Business Vehicle Worksheet Home Office Worksheet (for self-employed only; no longer available for W2 employees)
Additional Organizers and Worksheets (as applicable) Itemized Deduction Worksheet Education Worksheet Noncash donations $500 or higher Disclsoure Authorization (only if we need to speak to a third-party about your taxes)		Rental Tax Organizer (Sch E) Farm Tax Organizer (Sch F) Household / Domestic Employee Estate Tax Checklist


PRIOR YEAR DOWNLOADS		Please contact our office for specific forms and worksheets

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Steadman Tax Services, PLLC

Downloads

INDIVIDUAL DOCUMENTS

2019 Tax Returns - Organizers and worksheets will be updated by Dec 20th.

Forms will open in new tab. Please download forms to your computer before printing.

(For all individuals; please complete engagement, tax organizer, and healthcare forms; additional organizers and worksheets as applicable)

BUSINESS DOCUMENTS

(2019 Tax Returns)

(For all business types; please complete engagement and tax organizer; additional organizers and worksheets as applicable)

PRIOR YEAR DOWNLOADS