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Tax Organizers and Prep Tools

Our Tax Organizers are designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizers are comprised of several parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.

Click download to gain access to the varying forms as needed. Some forms are in Excel format and others in PDF format. If you cannot access a certain file format and need to request a different format, send an email to a&gtax@indfinco.com

Once you have completed all of your relevant documents you can submit them by clicking here or you can email them to the email address listed above.

Worksheet - COVID-19 2020

Worksheet - COVID-19 2020

COVID-19 Tax Implication Worksheet.

Required for all Returns

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2020 Returning Client Engagement Letter

2020 Returning Client Engagement Letter

If you are an existing tax client, use this engagement letter.

Required for all Returns
Includes Instructions, taxpayer information, filing and payment choices and pricing.

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2020 New Client Engagement Letter

2020 New Client Engagement Letter

If you are a new client for the 2020 tax season, use this engagement letter.

Required for all Returns
Includes Instructions, taxpayer information, filing and payment choices and pricing.

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2020 Tax Prep Guide

2020 Tax Prep Guide

Information to assist you in preparing your tax package.

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Schedule A Itemized Organizer 2020

Schedule A Itemized Organizer 2020

Required for all Returns (if applicable or for clients not using another organized method.)
Includes Medical / Dental expenses, Taxes You Paid (i.e. sales tax, state tax, property tax, vehicle tabs), Interest You Paid (i.e. mortgage interest, property investment interest), and Charitable Contributions.

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Schedule C Business Organizer 2020

Schedule C Business Organizer 2020

Required for all Self-Employed Business Owners
Includes Business information, income, expense, vehicle expense and mileage, inventory, assets purchased / sold, use of office in home, etc.

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Minister Organizer 2020

Minister Organizer 2020

Required for all W-2 and 1099 Ministers
Includes Ministry Business information, income, expense, vehicle, mileage, housing.

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Foreign Minister 2020

Foreign Minister 2020

Required for all Foreign Missionaries looking for the exclusion
Includes Ministry Business information, income, expense, vehicle, mileage, housing, days in/out of country.

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Schedule E Rental Organizer 2020

Schedule E Rental Organizer 2020

Required for rental properties
Includes Property information, income, expense, vehicle expense and mileage, assets purchased and / or sold.

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Worksheet - Child Care

Worksheet - Child Care

Child and Dependent Care Expenses Worksheet.

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Worksheet - Medical EXPENSES

Worksheet - Medical EXPENSES

Worksheet to Breakdown Medical Expenses by Category.
Medial, Dental, Chiro, Therapy, Etc.

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Worksheet - Medical PREMIUMS

Worksheet - Medical PREMIUMS

Worksheet to Breakdown Medical Premiums by Category.
Health, Dental, Supplements, Part D, LTC, Etc.

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MN K-12 Qualified Expenses 2020

MN K-12 Qualified Expenses 2020

Information Regarding Qualified Expenses for K-12 Education in Minnesota

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Worksheet - Education K-12

Worksheet - Education K-12

Education Expense Worksheet.

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Worksheet - Education College

Worksheet - Education College

Post-Secondary (College) Education Expense Worksheet.

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Household Budget

Household Budget

Money Management Guide aka Household Budget

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