Deduction Checklist

• Publ 334
  Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ)
• Form 433-B
  Collection Information Statement for Businesses
• Publ 535
  Business Expenses
• Publ 598
  Tax on Unrelated Business Income of Exempt Organizations
• Publ 547
  Casualties, Disasters, and Thefts (Business and Nonbusiness)
• Publ 547 (SP)
  Casualties, Disasters, and Thefts (Business and Nonbusiness) (Spanish Version)
• Publ 560
  Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)
• Publ 583
  Starting a Business and Keeping Records
• Publ 584-B
  Business Casualty, Disaster, and Theft Loss Workbook
• Publ 587
  Business Use of Your Home (Including Use by Day-Care Providers)
• Form 990-T
  Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))
• Inst 990-T
  Instructions for Form 990-T, Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))
• Form 990-W
  Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations
• Form 1040 (Schedule C)
  Profit or Loss from Business (Sole Proprietorship)
• Inst 1040 (Schedule C)
  Instructions for Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship)
• Form 1040 (Schedule C-EZ)
  Net Profit from Business (Sole Proprietorship)
• Publ 1518-A
  Tax Calendar Options for Businesses and Self-Employed
• Form 2106
  Employee Business Expenses
• Inst 2106
  Instructions for Form 2106, Employee Business Expenses
• Form 2106-EZ
  Unreimbursed Employee Business Expenses
• Publ 2194
  Disaster Resource Guide for Individuals and Businesses
• Form 2553
  Election by a Small Business Corporation
• Inst 2553
  Instructions for Form 2553, Election by a Small Business Corporation
• Publ 3144
  Tips on Tips - A Guide to Tip Income Reporting for Employers in Businesses Where Tip Income is Customary
• Publ 3780
  Tax Information for Small Construction Businesses
• Publ 3780 (SP)
  Tax Information for Small Construction Businesses (Spanish Version)
• Form 3800
  General Business Credit
• Inst 3800
  Instructions for Form 3800, General Business Credit
• Publ 3847
  Annual Business Report 2003
• Publ 3998
  Choosing a Retirement Solution for Your Small Business
• Publ 4038
  Individual and Business Tax Return Processing Migration Maps
• Publ 4163
  Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns
• Publ 4222
  401(k) Plans for Small Businesses
• Publ 4275
  EFTPS Express Enrollment for New Businesses
• Publ 4333
  SEP Retirement Plans for Small Businesses
• Publ 4334
  SIMPLE IRA Plans for Small Businesses
• Publ 4425
  Business Nationwide Analysis
• Publ 4488
  Findings From Pracitioner Business Impact Research
• Publ 4521
  e-file Brochure for Individual and Business Returns
• Publ 4539
  Fast Track Settlement: A process for prompt resolution of Large & Mid-Size Business Tax Issues
• Publ 4539
  Fast Track Settlement: A process for prompt resolution of Large & Mid-Size Business Tax Issues
• Publ 4557
  Safeguarding Taxpayer Data: A Guide for Your Business
• Publ 4587
  Payroll Deduction IRAs for Small Businesses
• Publ 4591
  Small Business Federal Tax Responsibilities
• Publ 4591 (CN)
  Small Business Federal Tax Responsibilities (Chinese)
• Publ 4591 (KR)
  Small Business Federal Tax Responsibilities (Korean)
• Publ 4591 (RU)
  Small Business Federal Tax Responsibilities (Russian)
• Publ 4591 (SP)
  Small Business Federal Tax Responsibilities (Spanish)
• Publ 4591 (VN)
  Small Business Federal Tax Responsibilities (Vietnamese)
• Publ 4600
  Safeguarding Taxpayer Information Quick Reference Guide for Businesses
• Publ 4674
  Automatic Enrollment 401(k) Plans for Small Businesses
• Form 4797
  Sales of Business Property
• Inst 4797
  Instructions for Form 4797, Sales of Business Property
• Publ 4806
  Profit-Sharing Plans for Small Business
• Publ 4862
  Small Business Health Care Tax Credit Flyer
• Publ 4862 (SP)
  Small Business Health Care Tax Credit Flyer (Spanish version)
• Publ 5022
  Fast Track Settlement - A Process for Prompt Resolution of Small Business Self Employed Tax Issues
• Publ 5104
  Small Business Taxes: The Virtual Workshop Flier
• Publ 5125
  Large Business and Internal Examination Process
• Form 5310-A
  Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
• Inst 5310-A
  Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
• Form 5472
  Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
• Inst 5472
  Instructions for Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
• Form 7004
  Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
• Inst 7004
  Instructions for Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
• Form 8300
  Report of Cash Payments Over $10,000 Received In a Trade or Business
• Form 8822-B
  Change of Address or Responsible Party - Business
• Form 8829
  Expenses for Business Use of Your Home
• Inst 8829
  Instructions for Form 8829, Expenses for Business Use of Your Home
• Form FinCEN107
  Registration of Money Services Business
• Form FinCEN109
  Suspicious Activity Report by Money Services Business
• Form W-8ECI
  Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States
• Form 940 (2014)
  For employer's who withhold taxes from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.
• Form 14417
  Reimbursable Agreement - Non-Federal Entities (State and Local Governments, Foreign Governments, Commercial Organizations, and Private Businesses)
• Publ 4591
  Small Business Federal Tax Responsibilities
• Publ 4425
  Business Nationwide Analysis
• Form 1040
  Annual income tax return filed by citizens or residents of the United States.
• Form W-9
  Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.
• Form W-4
  Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
• Form 9465
  Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).
• Form 8962
  Use Form 8962 to figure the amount of your premium tax credit (PTC) and reconcile it with any advance payments of premium tax credit (APTC).
• Form 4506-T
  Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.
• Form 8822
  For Individual, Gift, Estate, or Generation-Skipping Transfer Tax Returns
• Form 1040-EZ
  Income tax return filed by certain citizens or residents of the United States.
• Schedule A (Form 1040)
  Use this schedule to figure your itemized deductions.
• Publication 17
  Explains the general rules for filing a federal income tax return.
• Form 1040 (2014)
  Annual income tax return filed by citizens or residents of the United States.
• Form 1040 (2013)
  Annual income tax return filed by citizens or residents of the United States.
• Form 1040 (2012)
  Annual income tax return filed by citizens or residents of the United States.
• Form 1040 (2011)
  Annual income tax return filed by citizens or residents of the United States.
• Form 1040EZ (2014)
  If you file Form 1040EZ, you cannot itemize deductions or claim any adjustments to income or tax credits (other than the earned income credit).
• Form 1040EZ (2013)
  If you file Form 1040EZ, you cannot itemize deductions or claim any adjustments to income or tax credits (other than the earned income credit).
• Publication 17 (2014)
  Explains the general rules for filing a federal income tax return.
• Form 941 (2014)
  For Employers who withhold taxes from employee's paychecks or who must pay the employer's portion of social security or Medicare tax (also known as Schedule B).
• Form 1099-MISC (2014)
  File this form for each person to whom you made certain types of payment during the tax year. (See instructions for details.)
• Form 1099-G (2014)
  Federal, state, or local governments file this form if they made certain types of payments. (See Instructions for details.) Note: Downloadable 1099 forms are for information only.
• Publication 15 (2014)
  Explains your tax responsibilities as an employer (also known as Circular E).
• Business Professionals
  
• Computer and High-Tech Professionals
  
• Day Care Providers
  
• Fire Fighters
  
• Law Enforcement and Security Professionals
  
• Medical Professionals
  
• Ministers and Clergy
  
• Outside Sales
  
• Plumbers, Contractors, etc.
  
• Real Estate
  
• Teachers and Educators