SBS Forms & Worksheets

WE HAVE INCLUDED IDENTITY AUTHETICATION FREE FORMS TO PRINT AND FILL OUT. 

TAX AGENCIES ARE TRYING TO COMBAT TAX FRAUD AND IDENTITY THEFT. 

The links below will assist you to access worksheets that are useful in completing your tax return.

Please note: that it is YOUR RESPONSIBILITY to maintain, your records, the documentation necessary to support the data used in preparing your tax return(s). 

Useful Tax Worksheets:

• Client Tax Organizer
• Business Income and Expense Summary 
• https://esign.com/payment-authorization/
• https://www.irs.gov/pub/irs-pdf/fw4.pdf
• https://www.irs.gov/forms-pubs/guide-to-business-expense-resources

Other Tax Checklists
Salvation Army Valuation Guide (for non-cash charitable donations)

Note: Please fill out ALL forms with accurate figures of retained accurate documentation. 

Do not use "same as last year" as an amount.