Download Helpful Checklists
Help organize all your tax deductions before your appointment. These forms are available as an Excel® spreadsheet or in PDF format viewable in Adobe® Reader. If you have multiple businesses, use as many checklists. Please contact your Accutax tax specialist if you have questions.
- General checklist for all taxpayers (Excel spreadsheet) (PDF)
- Schedule C checklist for self-employment (Excel spreadsheet) (PDF)
- Schedule E checklist for rental property (Excel spreadsheet) (PDF)