Worksheets Created Just For You

• Farm Worksheet (Schedule F): You must also provide supporting documents, invoices for major purchases and trades and all 1099s received.

• Farm Rental Worksheet (Form 4835): You must also provide supporting documents, invoices for major purchases and trades and all 1099s received.

• Small Business Worksheet (Schedule C): You must also provide supporting documents, invoices for major purchases and trades and all 1099s received.

• Individual Tax Worksheet (ALL Clients): Do not forget to report your 529, HSA, retirement, and charitable contributions; or your healthcare, medical or long term care premiums. This worksheet is required of ALL clients.

• Rental Worksheet (Schedule E): You must also provide supporting documents, invoices for major purchases and trades and all 1099s received.

  1099 Interest/Dividend Worksheet: If we prepare your annual 1099s we need this worksheet. We also request that you update it each year and do not reuse it.

• W2 Payroll Worksheet: If we prepare your W2s and annual payroll reports, we need this worksheet.

• Dependent Verification Form: If you receive tax credits for claiming dependents, earned income credit, or education credits, we will ask you to verify your dependents and those credits.

• Mileage Log: You must turn in a mileage log if you are claiming mileage on a business vehicle. We recommend you use an app on your phone, but if not, then a written log is required.

• Release of Information Form: We absolutely cannot give any information out about your account without your permission. Please fill out and return this form is you want us to share anything with a third party.

• Appointment Document Checklist: If you do not know what to bring to your appointment, this master list is a giant help. Check off the items as you go. We do not work on a return or finish an appointment if you are missing information.

Update your Contact Info or Setup your Client or Employee Portal

Please submit your info and we will be in touch by email within 1-2 business days.

Links to Commonly Used Forms & Websites

W4 Form - To update your withholdings at your employer.

W9 Form - To secure vendor information.

I-9 Form - To determine eligibility to work inside the USA.

Where’s my Federal Refund - To track your federal income tax refund.

Where’s my ND Refund - To track your ND state income tax refund.

Tax Credit Documentation Worksheets - To prove your eligibility for federal refundable tax credits.
- Earned Income Credit
-Child Tax Credit
-American Opportunity Credit
-Head of Household Filing Status

Software, People, and Products We Use & Recommend

We use Payroll Relief to process payroll. If we process your employer’s payroll, you can get access to your pay stubs and W2 through your employee portal. Please use the Update your Contact Info box above to get us your email so we can set up your employee login.

Our office runs on Canopy. We encourage all of our clients to download our client app. It’s a fast and easy way to make appointments, call us, send documents, pay your bill, and see requests from us. Get your Apple download here or your Android download here.

If you need some basic bookkeeping and our packages are not what you need right now, we recommend 5 Minute Bookkeeper. Nicole knows exactly what she’s doing and her templates will get you up to speed fast. If you’re not interested in doing it yourself, she also has some done for you services available.