Tax WorkSheet 2009

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You can right-click on this page and select print to print the below page (approximately 4 pages), or,
right-click and select "Save As" and save this as a file on your computer (remember where you save
it to).

The same applies to any of the below forms that are linked as well...

2011 Form 2555 Foreign Income Worksheet
2011 Schedule C, Self Employed Worksheet
2011 Schedule E, Rental Income Worksheet
2011 Income Tax Worksheet (Adobe Reader Version)

To print this page: Right-Click on the page, select print from your drop-down menu

Name: Taxpayer: ____________________________________ Spouse: ___________________________________

NOTE: Names MUST match the name on your Social Security Card or tax return will be rejected. Check spelling carefully. If the name
is wrong on SSN Card, use the wrong name and notify the Social Security Administration.

        SSN:        Taxpayer: _________________________                             Spouse:_______________________________
                       NOTE: Everyone MUST have a SSN, including newborn babies

Address: ________________________________ E-Mail address __________________________________

City, State, Zip: ___________________________________________________________________________________

Phone #’s:           TaxPayer:                                                                              Spouse:
                               Days:     _________________                                          Days:      ________________
                               Evening: _________________                                        Evening: ________________
                               Cell:        _________________                                         Cell:        ________________
                               Fax:        _________________                                          Fax:        ________________

Occupation: Taxpayer: _________________________                          Spouse: _______________________

Birthdate:      Taxpayer: _________________________                          Spouse: _______________________

        ELECTRONIC FILING?       Send return by computer to IRS & State (E-File), Now IRS required? Yes_____   No_____
                            Direct Deposit? Yes___    No___      If Yes, same Checking Acct as last year?    Yes___ No ____
                            If No, please enclosed a VOIDED check for the account you wish to direct deposit your refund to.

       CHILDREN you are claiming (You MUST have a SSN for all children, even if born in 2011:
        Name                                            Birthdate                                         SSN                                      Relationship
         ____________________        ___________________          _________________          ______________________
         ____________________        ___________________          _________________          ______________________

OTHER PERSONS you are claiming (Mother, Father, etc...) Include SSN’s and relationship ______________________________________________________________________________________

ALIMONY: Received/Paid $____________ SSN of person___________ Name: ____________________

UNEMPLOYMENT received $________________ SCHOLARSHIPS received: $___________________

       SOCIAL SECURITY received   $________________     Student Loan Interest:           $___________________

        2010STATE TAX REFUND      $________________    (received in 2011 if different than my files from last year)

        INTEREST RECEIVED: (Don’t list if you have a Bank form (1099 INT) with the amounts, just send me a copy of the form)
                                   Received From:                                                                                      Amount:
                    _______________________________________        _________________________________________
                    _______________________________________       _________________________________________

DIVIDENDS RECEIVED: (use reverse side if necessary, or send me a copy of your 1099Div form)

___________________________________ ________________________________________________

OTHER INCOME: (list)
___________________________________________________________________________________________

___________________________________________________________________________________________

CHILD CARE: RULE: Expense must be so you or spouse can work. The following information MUST be obtained from
the care provider in order to claim it:

Name of Care Giver: SSN # or Employer # Address & Phone Amount Paid Child's name

______________________________________________________________________________________________
______________________________________________________________________________________________

COLLEGE EXPENSES: Name of College________________ Amount: ________ For Person:_______________

Scholarship/Grants received: $___________________ Full time: _______ Part Time: ______________

Note: If you pay education tuition for yourself or family member it may be deductible

CALIFORNIA RENTERS CREDIT: Date Moved In _____________ Date moved out: ____________

Landlord’s Name: ____________________ Telephone number: ___________________________

Landlord’s Address: ____________________________________________________________________

The following expenses must total MORE than $5800 for singles, or married filing separate; for Married filing Jointly $11,600; or
head of household $8,500, before you actually get to deduct anything. The former are the standard deductions. Don't waste your
time totaling your deductions if you can't exceed these amounts.

MEDICAL EXPENSES:
(Note: there is a 7.5% of your Adjusted Gross Income as a deductible – I’ll apply Deductible)

How many MILES did you travel for medical purposes? Count every Doctor visit, trips to druggist, and/or trips to hospital to
visit immediate family ________

If you paid additional STATE Income Taxes in 2011 for tax year 2010, give TOTAL amount: _________
Real Estate Property Taxes: _________

State Sales Taxes Paid _________ (if you didn’t keep track, I can use IRS Standard Tables)

                  Home Mortgage paid to Banks and Institutions: ___________ Mortgage Insurance Premiums _______
                  Home Mortgage paid to Individuals: _________________      Name:     __________________________
                                          SSN# _______________________      Address: _______________________________

                 Note: If you refinanced your home mortgage and ALL of the Refi’ed funds just went to payoff the old mortgage, then ALL of the
Mortgage Interest and Mortgage Insurance is deductible. If you used some of the Refi money to pay off Credit Cards (personal debt or
other uses), then only part of the Mortgage Interest is deductible. What is the amount of your Refi __________ give amount used to pay
personal debt or other uses ___________

Points paid: _________________ (provide me with Escrow Closing Statement)

CHARITY:

Cash and Check:___________________ (You MUST have a written receipt for each donation over $250)

**Non-Cash:       ___________________ (If over $500 provide an itemized list showing:**
This would be items to Your Church, Salvation Army, Goodwill, etc...   You MUST have a written receipt for each donation event)
**Name/address of Charity, Today’s fair market value of the item, Original Cost of the item, date of donation.
and last column general category of the donation: Clothing, Appliances, Electronics, Tools, etc….   (form 8283 applies)

Miles driven to support non-profit organizations such as children sports: _______________
           Rule: This is support for the group, not just for your own children.

Only amounts exceeding 10% of your total income + $100 is deductible. Give me an ITEMIZED list

showing: Date of loss: _________ Original cost of item lost: __________ Date of purchase of each

item:____________ Value of each item at time of loss: ______ Amount paid by insurance Co: _________

Move must be 50 miles or more than the distance from your former home to your former employment

and must be due to a change or transfer of employment. Move must be within one year of new

b. Family travel expenses: Lodging $_______ Travel $_____________
(Food/meals can't be deducted) Miles driven __________

c. Distance from old home to new job location: ______ Distance from old home to old job location: _____

JOB EXPENSES Give a list of Job Expenses on a separate sheet or on the reverse of this page: Example: Union Dues,
Professional Assn dues, miles driven between job sites, job education, client entertainment, unreimbursed travel expenses,
unreimbursed expenses, uniforms that aren’t normal street-ware, etc. Lump your expenses into general categories e.g. “Tools”
in lieu of itemizing such as wrenches, hammers, etc. Total Miles driven for business reasons _____________

OTHER EXPENSES: Give a list of other expenses such as Tax Preparation (unless I did them last year), Investment expenses,
safe deposit box for stocks & bonds:

____________________________________________________________________________________________

SALE OF STOCKS & BONDS I MUST have ALL of the below information. I cannot guess it. Use reverse if more than one.

_____________________ __________________________ ____________________________________

Sale/Purchase of Real Estate: I need copies of both the purchase and sale Escrow closing statements for
each property purchased and/or sold.

Name of business: _________________________________________ Type of Business ______________
Business Address: ________________________________________________________________________

List equipment purchases separately, giving cost and date of purchase (use reverse if needed).

Vehicles used in business. If more than 1 vehicle, make separate list for EACH one,

Note: You must have a written record of your mileage. It cannot be estimated.

If you use your vehicle more than 50% for business purposes and want to list actual expenses, then list actual
expenses below IF they total more than the per business mile above AND you have not claimed mileage for this
vehicle in the past. You can only claim actual expenses for a vehicle new to your business. In my experience, over
the life of the business use, mileage always paid more than actual expenses so I recommend claiming mileage
only (and you don't have to mess with deprecation recapture when the vehicle is disposed of).

If you are taking business mileage allowance (above) then skip the actual expenses below.

Office in Home Expenses: If your home is the primary place where you do self-employed business, you may deduct some of
the expenses of your home. If you qualify please provide the following Information: (“qualify” = exclusive use for business only)

Your Total rent:                  __________ (if you own your home I already have your Mortgage Interest/Taxes)
Your total Utilies                 __________                                        Home Property Insurance: _________
Square footage of your Home/Apartment ___________         Square footage of your Office area ________ Storage area Square Footage: _______

Make a separate itemized list for each property: Property address: _________________________________

TOTAL INCOME RECEIVED FROM ALL SOURCES FOR THIS PROPERTY: $_____________ (do not count deposits)

Mortgage Interest to others __________ Other (list on back if necessary) __________

OTHER Deductions: List other items you feel you may deduct; use reverse if necessary:

________________________________________________________________________________________________

OTHER INCOME: List sources and amounts of income received from sources NOT reported on 1099's or W-2's

________________________________________________________________________________________________

COMMENTS: (anything else you want to tell me) ______________________________________________________

IF I DID NOT PREPARE YOUR TAX RETURN LAST YEAR, please bring/send me a copy of last year’s complete tax return Fed & State. Many times there are items that need to be carried forward to the next tax year and that would be indicated on your previous year’s return.

If I prepared your taxes last year then I ALREADY have it on file. No need to send me a copy. I have more detailed checklists for Schedule E Rentals, and Schedule C Small Business with example items. You can download them from http://www.ewing-enterprises.com/2009TaxWorkSheet.html or call/e-Mail me and I’ll send them to you. If you need similar check sheets for other forms, I have them also. E-Mail Address: JimEwing@Ewing-Enterprises.com After you have sent me your stuff, please check your e-mail daily to see if I have questions/info for you. I sometimes work until the wee-wee hours of the AM so it’s better to E than to Call you.

If you need help in any way, or have questions, feel free to call me 775-250-3743.

Office hours are 10am-10pm Monday through Sunday, Pacific Time, please call for an appointment.

b. Dropped off in my drop box by my front door (be sure to alert me that you did this), or,

If you drop them off or mail them, I’ll call you if I have any questions or need more information, and I’ll call you when they are ready for signing/pickup. If you live out of town, I’ll mail them to you with proper instructions for signing. Please do not require my signature. It’s a long way to the Post Office or other carriers and it will delay your tax preparation if I have to go pick them up.

When sending documents to me, it is best to make a copy of them in the unlikely event they get lost in transit. This hasn’t happened to me but it is always a possibility. I recommend keeping the originals just send copies.

I have clients scattered all over the US and Europe so be assured that my procedures work effectively.

Any documents you are not sure about or want me to look at._____ (copies are ok)

I normally do not need your receipts. If I have questions I’ll ask for them, otherwise, filling in the blanks of this form is sufficient. If in any doubt, send me your documents or call me.

1. You get the same person every year that has your files and personal knowledge of your tax position.

2. You may call me about any tax subject you have questions about, anytime during the year, no additional charges unless I have to do extensive research. I will tell you up front before I do that.

3. I guarantee that my prices are lower than any other professional tax preparer.