Professional Tax Service, Inc.

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

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

Useful Tax Worksheets:

• Client Tax Organizer

• Economic Stimulus Payments

• Third Economic Stimulus Payment and Advance Child Tax Credit Payment

• Interest & Dividend Worksheet

• Sale of Stock Worksheet

• Business/Professional Income & Expenses

• Rental Income & Expenses

• Farm Income & Expenses

• Credit Card Authorization

Profession Specific Deduction Worksheets:

• Attorneys 

• Computer and High-Tech Professionals

• Day Care Providers

• Executive and Business Professionals

• Fire Fighters

• Law Enforcement and Security Professionals

• Medical Professionals

• Ministers and the Clergy

• Outside Salespeople

• Teachers and Education Professionals

• Tradesmen (Plumbers, Carpenters, etc.

Note:Please fill out with accurate figures for which you have calculated and have retained accurate documentation. Do not use "same as last year" as an amount. 

Need More Information?

If you have any questions on the type of records and/or documentation required, please contact our office for further assistance.