Worksheets (All use xlsx format except where noted)

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Please note that these worksheets are provided "as is" with no guarantees for applicability to your particular scenario.  All of these sheets apply only to the simplest of situations and are inapplicable in more complex situations since not every facet of life or the regulations can be built into a usable worksheet.  Please keep that in mind as you use these.

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• Support Statement

• Support Statement Example
   

• Physical Presence Test

• Physical Presence Test Example
   

• Maximum IRA Contribution (updated for 2017)
   

• Sale of PTP Worksheet
   

• Education Expense Allocation (.xlsm)

• Education Expense Allocation Example (.xlsm)

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• Vehicle Trade-in Worksheet

• Vehicle Depreciation Estimator

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Recent Course Handouts

• Ethics for Enrolled Agents: The New Due Diligence Era (7/12/17)

• Highlight in Tax Topics for Children (2016)

  • Annootated PowerPoint Slides (2016)

  • Support Example in Excel