THE 10th MAN BOOKKEEPING

Engagements (REQUIRED for all Clients)

Please download and complete to engage our services. Please be sure to attach a copy of your and your spouse's ID (if applicable). Feel free to contact us for further detail.

Tax Prep Engagement Letter (Fill-in) (pdf)

Download

Client Information Sheet (pdf)

Download

Send Us Your Documents Via Secure/Encrypted Portal

Business Income and Rental Property Worksheets

If any of these worksheets apply to you, please download and complete. Feel free to contact us if you need assistance in determining if or which apply to your circumstances. 

Tax Workbook - Schedule C Income Statement (xlsx)

Download

Tax Workbook - Schedule E Rental Property (xlsx)

Download

Certifications (Required as applicable)

If any of these forms apply to you, please download and complete. Feel free to contact us if you need assistance in determining if or which apply to your circumstances.

American Opportunity Education Credit Certification (pdf)

Download

Child Tax Credit Certification (pdf)

Download

Earned Income Credit Certification (pdf)

Download

Head of Household Status Certification (pdf)

Download

Miscellaneous Worksheets

If any of these worksheets apply to you, please download and complete. Feel free to contact us if you need assistance in determining if or which apply to your circumstances.  

Tax Workbook - Mileage Deduction Template (xlsx)

Download

Tax Workbook - Travel Meals Documentation Template (xlsx)

Download

Tax Workbook - Foreign Banks and Financial Accounts (FBAR) Info Template (xlsx)

Download

Information Requests

Use these forms to request information from Third-parties. Feel free to contact us if you need assistance in determining if or which apply to your circumstances.

Form W-9 - Request for Taxpayer Identification Number (pdf)

Download

2020 Form W-4 - Employee Withholding Certificate (pdf)

Download