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Worksheets

The organizers David works from.

Fillable PDFs. Open one, type your answers, save it and upload it to your Dropbox folder with your tax documents. Click any preview to see it full screen.
Tax forms, a calculator and a pen on a desk

Individuals

Individuals.

For Form 1040 clients. New clients also complete the Demographics sheet; rental property owners add the Schedule E worksheet.
  • Fillable PDF3 pages

    Personal Tax Organizer

    The Form 1040 organizer: taxpayer and spouse information, filing status, wages, dependents, adjustments, estimated payments, itemized deductions and more. Fill it in, save it and upload it to Dropbox.

    DownloadOpen PDF
  • Fillable PDF1 page

    Taxpayer Demographics

    One page for new clients: names, Social Security or ITIN numbers, dates of birth, occupations, contact details and dependents for the taxpayer and spouse.

    DownloadOpen PDF
  • Fillable PDF1 page

    Rental Real Estate (Schedule E)

    Income and expenses for up to six rental properties: address, property type, rental and personal-use days, rents received and every Schedule E expense category with automatic totals.

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Businesses

Businesses.

One organizer per entity, matching the return it files. Pair it with year-end financials from QuickBooks.
  • Fillable PDF3 pages

    2025 S Corporation Tax Organizer

    Form 1120-S organizer: general information, shareholders, income and expenses, balance sheet items, payroll, distributions and the questions the return requires. One organizer per corporation.

    DownloadOpen PDF
  • Fillable PDF3 pages

    2025 C Corporation Tax Organizer

    Form 1120 organizer: corporate information, officers, accounting method, income and expenses, balance sheet, dividends and the new-client document checklist.

    DownloadOpen PDF
  • Fillable PDF3 pages

    2025 Partnership Tax Organizer

    Form 1065 organizer for general and limited partnerships and LLPs: partner information, contributions and distributions, income and expenses, balance sheet and guaranteed payments.

    DownloadOpen PDF
  • Fillable PDF3 pages

    2025 LLC Tax Organizer

    Organizer for limited liability companies: members, tax classification, income and expenses, balance sheet and the questions that decide how the LLC is reported.

    DownloadOpen PDF

Examples

Worked examples.

Completed samples that show how a retail LLC and a real estate agent's S corporation fill in the business worksheet.
  • Example PDF2 pages

    Business Worksheet Example: Retail LLC (Schedule C)

    A worked example showing how a two-member retail LLC fills in the business worksheet: sales, cost of goods sold, vehicle mileage, contract labor, accounting fees and the other expense lines.

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  • Example PDF2 pages

    Business Worksheet Example: Real Estate Agent S Corp

    A worked example for a single-owner S corporation in real estate: commission income on 1099s, closings, vehicle use with a mileage log, contract labor and monthly accounting fees.

    DownloadOpen PDF

How to use them

Four steps from blank PDF to filed return.

The organizers collect the same information David enters in Drake Tax, so a completed one shortens the whole process.

Download the organizer for your situation

Individuals: Personal Tax Organizer plus Demographics. Businesses: the organizer for your entity type.

Fill it in on your computer

Open it in Adobe Acrobat Reader or your browser, type into the fields and save. Skip sections that do not apply.

Upload it to your Dropbox folder

Add your W-2s, 1099s, K-1s, 1098s and statements. Not a client yet? The contact form is the place to start.

Review with David

He prepares the return, asks about anything unclear and walks you through the result by phone or Zoom before e-filing.

Free initial consultation

Questions about a worksheet? Just ask.

Not sure which organizer fits, or what a line means? Send a message or call. The first conversation is free.

Book a free consultationCall (512) 844-1003