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Tax Planning Worksheet

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The Tax Planning Worksheet is a template spreadsheet designed to assist an individual in identifying, tracking and recording information that may be relevant to an annual income tax return. This basic form allows an individual to record monthly and annual sources of income, income adjustments, and itemized deductions. By identifying common income sources, adjustments, and deductions, this basic spreadsheet provides a tax planning tool that can assist when filing an annual income tax return.

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									TAX PLANNING WORKSHEET
Income Sources:                                              Monthly       Annual

Salary                                                   $ 4,500       $ 54,000
Bonuses                                                  $   -         $    -
Commission                                               $   -         $    -
Unemployment                                             $   -         $    -
Business Income                                          $   -         $    -
Farm Income                                              $   -         $    -
Dividends                                                $   -         $    -
Interest                                                 $   -         $    -
Rental Income                                            $   -         $    -
Mutual Funds                                             $   -         $    -
Annuities                                                $   -         $    -
Savings Bonds                                            $   -         $    -
Total                                                    $ 4,500       $ 54,000


Income Adjustments:                                          Monthly       Annual

Student Loans                                            $      -      $     -
Self-Employment Insurance                                $      -      $     -
Moving Expenses                                          $      -      $     -
Educator Expenses                                        $      -      $     -
Business Expenses                                        $      -      $     -
Alimony                                                  $      -      $     -
Other                                                    $      -      $     -
Other                                                    $      -      $     -
Total                                                    $      -      $     -


Itemized Deductions:                                         Monthly       Annual

Medical                                                  $      -      $     -
Dental                                                   $      -      $     -
Income or General Tax                                    $      -      $     -
Real Estate Tax                                          $      -      $     -
New Motor Vehicle Tax                                    $      -      $     -
Mortgage Interest                                        $      -      $     -
Mortgage Insurance Premiums                              $      -      $     -
Mortgage Points                                          $      -      $     -
Charitable Contributions                                 $      -      $     -
Casualty Losses                                          $      -      $     -
Theft Losses                                             $      -      $     -
Work Related Expenses                                    $      -      $     -
Tax Preparation Fees                                     $      -      $     -
Total                                                    $      -      $     -


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