This page is private and only for clients of the Lincoln Tax Professionals. It has taken our office roughly 40 years to develop materials to aid our clients in preparing their tax returns and we ask that you please do not share these materials with anyone other than clients. As such this page will only be accessible via a link in your appointment reminder or staff interview/mail-in letter and will not be available to search engines. We recommend that you bookmark this page.
The following worksheets are to be used for tax year 2020. If you are using previous versions of worksheets we ask that you please dispose of them as they are out of date. If you use outdated materials we may ask you to redo your work on current worksheets.
Some of these worksheets are fillable PDF forms meaning, once you download the file, you are able to type directly into the file and in some situations they will auto-calculate values for you!
Our Most Requested Worksheets
Appointment Worksheets 2020 - We ask that you please download this file first and complete it before you send your documents to us. This packet contains the following worksheets: Preparing For Your 2020 Tax Return (our guide for gathering your documents), our annual Engagement Letter, Tax Maintenance Plan information, Client Information Sheet 2020, Charity Worksheets with Goodwill Donation Value Sheet, and Medical Expense Worksheet (for those that qualify). This is a fillable PDF form!
Charity Worksheets with Goodwill Donation Value Sheet - Please use this worksheet to help you record your charitable donations for the year. You can keep track of cash and check donations to organizations as well as track mileage. The Goodwill Donation Value sheet also will assist you in determining what you household goods and clothing donations for the year are. If you donate more than $500 worth of goods you must have this completed and present your donation receipts to us. Simply type in the quanity of the item you donated and then type in the Fair Market Value (FMV) of the items in the corresponding box (a range has been provided in that space but you can type over it). The worksheet will calculate the deductions for you. This is a fillable PDF form!
Medical Expenses Worksheet - You must have at least 7.5% of your Adjusted Gross Income (AGI) in medical expenses in order to see any deductions for medical as an itemized deduction. Medical expenses must be paid for out of pocket and can not be covered or reimbursed to you by your insurance company. This is a fillable PDF form!
Rental Property Worksheet - Do you own one or more rental properties? Please download and complete this form for every property that you own and bring these worksheets with you to your appointment or deliver them to us.
Small Business Guidelines - Are you self-employed or earn any other income on the side? This worksheet will help you prepare a general list of expenses that most small business owners may deduct on their Schedule C. This is a fillable PDF form!
Other Worksheets
Due to the Tax Cut and Jobs Act (2017), the ability to deduct un-reimbursed employee expenses has been revoked. However, if you live and work in the following states you may still be able to deduct some, if not all, of your un-reimbursed employee expenses: Alabama, Alaska, California, Hawaii, Iowa, Minnesota, New York, or Pennsylvania. If you are in one of these states we recommend that you fill out corresponding worksheets below that pertain to you.
Barbers and Beauticians Expense Worksheet - If you are a self-employed hair or beauty specialist please download and complete this worksheet.
Basis of Property - Did you recently sell your home or are you in the process of selling your home? Download this worksheet to help us determine what the actual sale value of your home really is.
Basis of Stocks or Mutal Funds Sold - If you sold stocks or mutual funds that do not have the purchase date or purchase cost of the units please download this document so that you can know more of what we'll need to report the transactions. You may also need to download our DRIPS worksheet if you need it.
Computer Professionals Expense Worksheet - Are you self-employed in the IT world? Download this expense worksheet to help prepare for your return.
Construction Workers and Businesses Worksheet - If you own your own construction company or contract your skills out to other companies this worksheet will help you get expenses in order.
Daycare Expense Worksheet - Do you operate an in-home daycare facility? If you do then you'll need to download this worksheet to keep track of everything you can deduct for the year. This worksheet is not for reporting daycare expenses you paid for your dependents in order to receive the Dependent Care Credit. This is for operators of a daycare facility.
Department of Transportation Expense Worksheet - If you are a truck driver this is the worksheet you will to prepare your expenses.
Determination of Need to File - If you believe that your income is low enough that you may no longer need to file a tax return for this year, please fill out this worksheet and submit it to us. We will contact you and let you know if you should file or not.
Educator Expense Worksheet - Only complete this worksheet if you are self-employed as an educator OR live in one of the states that still allow deduction of employee expenses, then please download and complete this worksheet before your appointment. Due to the tax law change we will try to allocate supplies you purchased for the school to be donated as charity.
Farming Expense Worksheet - Please download and fill out this worksheet if you operate a farm.
Firefighter Expense Worksheet - This worksheet is primarily for individuals living in one of the approved states that still allow deductions of employee expenses. Volunteers may use this worksheet to help determine some charitable benefits.
Insurance Sales Expense Worksheet - If you are an insurance salesperson then please download and complete this worksheet to prepare your expenses.
Landscaping and Mowing Expense Worksheet - Do you own your own landscaping business? Use our worksheet to help you get your expenses in order for the year.
Mechanics Expense Worksheet - If you own your own repair shop or contract your services to another company this worksheet will help you determine what you can deduct.
Medical Employees Worksheet - If you are a self-employed doctor, nurse, or medical professional then please download this worksheet to help you prepare any deductions for your return.
Military Personnel Expense Worksheet - Only complete this workshee if you are a reservist AND meet the qualifications to deduct expenses please complete this worksheet.
Minister and Clergy Expense Worksheet - We request that all qualified clergy download and complete this form to help us determine your self-employment income, house allowance deductions, and taxable income. We will require you to complete this form.
Multi-Owner Rental Property Worksheet - Do you own rental property with someone else? Please use this worksheet to help us determine what allocation of income and expenses belong on your tax return. Please fill out a worksheet for each co-owned property.
Outside Sales Expense Worksheet - If you're a self-employed sales person or live in a state that qualifies for employee expenses deductions please complete this form.
Party - Internet Sales Expense Worksheet - Do you sell products online or sell items like Essential Oils, Scentsy, Pampered Chef, etc? This worksheet will help you determine what you can expense for the year. Please complete this worksheet before your appointment or before delivering your tax documents to us.
Performing Artist Worksheet - Are you a musican or an actor? Please complete this worksheet and bring it to your appointment or deliver it to us with your tax documents. If you are married and both taxpayer and spouse are performing artists you must individually list your income and expenses on separate worksheets. Please do not consolidate these onto one worksheet. This is a fillable PDF form!
Police Office Expense Worksheet - If you are self-employed in an armed security position or are employed as a police office in a state that recognizes employee expenese deductions please complete this worksheet.
Real Estate Sales Expense Worksheet - If you are a qualified real estate sales professional this worksheet will assist you in determining your expenses and deductions for the year.
Records to Keep - A general overview of document retention for your tax return.
Travel Chart Worksheet - Do you travel for work? The majority of our worksheets have some version of our travel chart, however, if you extensively travel for your self-employment you may need additional worksheets to track your travel expenses.
Uber/Lyft/Taxi Drive Worksheet - Do you drive for Uber, Lyft, or operate your own taxi? Please have this worksheet completed when you submit your documents.
Vehicle Expense Worksheet - If you own multiple vehicles for your business this worksheet will help you prepare the expenses for each individual vehicle.