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PLEASE READ: Prior to filling in a pdf form, DOWNLOAD & SAVE it to your computer first. Then OPEN IT IN ADOBE READER or other pdf software and fill it in. When you’ve completed your form, upload it to your secure ShareFile account.
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Here are downloadable Foundation Tax LLC forms. Organizers & Worksheets are fillable pdfs.
ORGANIZER
- 2023 Organizer
For clients with NO self-employment income, please complete only Parts 1-10
For clients with self-employment income, please complete all parts
SHAREFILE CLIENT PORTAL
WORKSHEETS
If you have more than one small business, rental property, foreign account, or charitable deductions, please use these worksheets to fill out each activity separately:
- 2023 Form 1099-NEC/MISC Worksheet
- 2023 Self-Employment Worksheet
- 2023 Charitable Giving Worksheet
- 2023 Rental Income Worksheet
- 2023 Foreign Accounts Worksheet
RESOURCES
- 2023 Tax Guide for Individuals (rates, brackets, mileage, retirement plan limits, etc.)
- 2023 Donation Valuation Guide, Salvation Army
- Writing Checks Can Be Risky, Here’s How To Protect Yourself – NYT
- Identity Theft What It Is and How to Prevent It – Nerdwallet
Adobe Reader (free) or other software that can open PDF files must be installed on your computer to view the documents marked “(PDF).”
