Deduction Checklist

From Farmers, to Uber Drivers, we have all of the common industries to make sure you are getting that maximum deduction every time.

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
Ready to get started?
Navigation