Organizer Tax Organizer
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| Organizers | Newsletters | Other |

Click the file-type icon to download the related file, or right-click an icon, and choose "Save Target As"/"Save Link As"/"Download Link As" to save the file to your computer.

Tax Organizers:
Format
DOC PDF Client Tax Organizer Package (all letters and worksheets)
PDF Tax Preparation Engagement Letter (required)
PDF Client Use Agreement
PDF Checksheet
PDF Joy's "Blue List"
PDF Personal Information Changes & Estimated Tax Payments Worksheets
PDF Adjustments, Credits, & Deductions Worksheets
PDF Schedule C Expenses Worksheet
PDF Clergy Worksheet
PDF Clergy Housing Exclusion Worksheet
PDF Rental Property Worksheet
PDF Medical Expenses Worksheet
PDF Sale of Investment Property & Future Plans Worksheets
PDF Insolvency Worksheet (use if you experienced foreclosure or had debt forgiven)
PDF Business Organizer
PDF Non-Profit Organization Organizer
PDF Client Disclosure Authorization
PDF Inheritance & Deferred Tax Review Engagement Letter
Newsletters:
Format
PDFClifford's Notes: Fall 2010
PDFClifford's Notes: Summer 2010
PDFClifford's Notes: Spring 2010
Other Resources:
Format
PDFClergy Exemption from Social Security Tax
PDFFive Sample Church Board Motion/Resolution Forms for Setting Clergy Compensation
PDFRecord Retention Guidelines: How Long Churches Should Keep Tax Records
PDFInvestment Advisory Brochure for S.D. Clifford Advisors, LLC
PDFMileage Log & Expense Reimbursement Worksheet
PDFPension & Tax sheltering with a 403B Plan from S.D. Clifford Advisors, LLC
DOC PDFSample Letter from Charities to Donors upon Sale/Disposition of Donated Property
PDFTraps for Church Treasurers
PDFIRS Pub. 1: Your Rights as a Taxpayer
PDFIRS Pub. 15: Circular E, Employer's Tax Guide
PDFIRS Pub. 15-A: Employer's Supplemental Tax Guide
PDFIRS Pub. 334: Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ)
PDFIRS Pub. 463: Travel, Entertainment, Gift, and Car Expenses
PDFIRS Pub. 517: Social Security and Other Information for Members of the Clergy and Religious Workers
PDFIRS Pub. 525: Taxable and Nontaxable Income
PDFIRS Pub. 526: Charitable Contributions
PDFIRS Pub. 557: Tax-Exempt Status for Your Organization
PDFIRS Pub. 561: Determining the Value of Donated Property
PDFIRS Pub. 571: Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations
PDFIRS Pub. 598: Tax on Unrelated Business Income of Exempt Organizations
PDFIRS Pub. 910: Guide to Free Tax Services
PDFIRS Pub. 970: Tax Benefits of Education
PDFIRS Pub. 1771: Charitable Contributions: Substantiation and Disclosure
PDFIRS Pub. 1779: Independent Contractor or Employee?
PDFIRS Pub. 1828: Tax Guide for Churches and Religious Organizations
PDFIRS Pub. 3079: Gaming Publicatioin for Tax-Exempt Organizations
PDFIRS Pub. 4221-PC: Compliance Guide for 501(c)(3) Public Charities
PDFIRS Pub. 4573: Group Exemptions
PDFIRS Pub. 4630: Exempt Organizations Products and Services Navigator

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© 2010 R. Shul | Updated 09/03/10 | Terms | Ph. 800.456.1803 | Fax 330.493.1807

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