2022 Tax Organizers and Worksheets
Below are the 2022 tax organizers and worksheets that will help us complete your Federal 1040 tax return.
New to the 2022 tax filing season….online interactive forms!
All Sharpline Financial tax preparation clients must complete the 2022 Tax Organizer. A “task” from the client portal will be sent to complete the organizer and upload your supporting tax documents.
The organizer is password protected. A password will be sent to you in the “task” from the client portal. Please contact us if you need the password sent to you again.
Complete the organizers and worksheets that apply to you. A separate task from the client portal will be sent to you for each that Sharpline Financial believes applies to your return. If you require an additonal organizer or worksheet be sent to you, please contact us or use the links below to access the online forms.
Rental Property (Schedule E) Organizer - Use this organizer to provide information on your rental properties.
Self Employed (Schedule C) Organizer - Self employed taxpayers should use this organizer if:
1.) Sharpline Finanical doesn’t do the bookkeeping for the business
2.) Sharpline Financial doesn’t have access to your Quickbooks account
Home Office Worksheet - For all Sharpline Financial bookkeeping clients or clients that we have access to Quickbooks accounts, please use this form to report your home office and mileage expenses.
Accountable Plan Reimbursement Form - This form is only for S-Corporation clients.