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Tools and Aids

Tax Methods & Periods Tools and Aids 

This section includes various documents related to tax accounting methods and periods that are intended to assist tax practitioners, including articles, checklists, tools and other practice aids.

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US Gift and Generation Skipping Transfer Tax Return Checklist - 2009

Checklist This is the Generation-Skipping Transfer Tax form (MS Word) from the 2009 Practice Guides and Checklists
Published on May 13, 2013

Employee Benefit Plan Tax Return Resources for Form 5500

Checklist This section includes the checklist for the employee benefit plans tax return (Form 5500).
Published on May 13, 2013

Checklists for Estate and Trust Fiduciary Income Tax Returns (1041)

Checklist This section includes checklists for estate and trust fiduciary income tax returns (1041).
Published on May 13, 2013

Short Version Individual Income Tax Return Checklist 2010 - Form 1040

Checklist This is the 1040 Short Checklist in the Individual Tax Return from the 2010 Tax Practice Guides and Checklists.
Published on May 13, 2013

Long Version 1040 Individual Income Tax Return Checklist (PDF Fillable) - 2010

Checklist This is the 1040 Long (PDF Fillable Version) Checklist in the Individual Tax Return Section from the 2010 Tax Practice Guides and Checklists.
Published on May 13, 2013

Estate Tax Return Organizer 706 Checklist (PDF Fillable) - 2009

Checklist This is the PDF Fillable Version of the Estate Tax Return Organizer (Form 706) in the Tax Organizers section of the 2009 Tax Practice Guides and Checklists.
Published on May 13, 2013

Employee Benefit Plan Return Report Checklist 2009 - Form 5500 (PDF Fillable)

Checklist This is the Employee Benefits 5500 (PDF Fillable Version) Checklists in the Employee Benefit Plan Return Section from the 2009 Tax Practice Guides and Checklists.
Published on May 13, 2013

Fiduciary Tax Organizer Form 1041 - 2009

Checklist This is the MS Word version of the Estate Tax Return Organizer Form 706 in the Tax Organizers section of the 2009 Tax Practice Guides and Checklists.
Published on May 13, 2013

Gift Tax Return Organizer PDF Fillable Form 709 - 2008 PDF

Checklist This is the InterActiPDF Fillable Version of the Gift Tax Return Organizer (Form 709) in the Tax Organizers section of the 2008 Tax Practice Guides and Checklists.
Published on May 13, 2013

Gift Tax Return Organizer PDF Fillable Form 709 2010 - PDF

Checklist This is the interactive PDF Fillable Version of the Gift Tax Return Organizer (Form 709) in the Tax Organizers section of the 2010 Tax Practice Guides and Checklists.
Published on May 13, 2013

S Corporation Income Tax Return Checklist 2010 Form 1120S (PDF Fillable)

Checklist This is the S Corporation Tax Return Checklist (Long PDF Fillable Version) in the S Corporation Tax Return Section from the 2010 Tax Practice Guides and Checklists
Published on May 13, 2013

Comparison of Business Entities - Tax Form Preparation Guides 2010

Checklist This is the Comparison of Business Entities in the Tax Form Preparation Guides from the 2010 Tax Practice Guides and Checklists.
Published on May 13, 2013

Section 338 Guide - PDF Version

Guide A basic summary of the provisions of the Internal Revenue Code 338, in order to provide the CPA with a basic understanding to determine if either of the elections are available in a given transaction.
Published on May 08, 2013

S Corporation Income Tax Return Checklist Form 1120S 2010

Checklist This is the S Corporation Tax Return Checklist (Long Version) in the S Corporation Tax Return Section from the 2010 Tax Practice Guides and Checklists.
Published on May 07, 2013

Return of Organization Exempt from Income Tax Checklist (990-EZ) - 2010 PDF

Checklist This is the PDF version of the Return of Organization Exempt from Income Tax Checklist (990-EZ) from the 2010 Tax Practice Guides and Checklists.
Published on May 07, 2013

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