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PacificoTax Documents

Repository of client checklists, worksheets, and other forms used to organize data for U.S. income tax return preparation.

Checklists

Description URL
Personal Tax Document Checklist PacificoTax-Personal-Tax-Return-Checklist.pdf
Non-Resident Tax Return Checklist PacificoTax-Non-Resident-Tax-Return-Checklist.pdf
International Tax Return Checklist PacificoTax-International-Tax-Return-Checklist.pdf
Corporate Tax Return Checklist PacificoTax-Corporate-Tax-Return-Checklist.pdf
C-Corporation Tax Return Checklist PacificoTax-C-Corporation-Tax-Return-Checklist.pdf
S-Corporation Tax Return Checklist PacificoTax-S-Corporation-Tax-Return-Checklist.pdf
Partnership Tax Return Checklist PacificoTax-Partnership-Tax-Return-Checklist.pdf
Small Business Tax Return Checklist PacificoTax-Small-Business-Tax-Return-Checklist.pdf
Real Estate Tax Return Checklist PacificoTax-Real-Estate-Tax-Return-Checklist.pdf
Foreign Trust & Gifts Checklist PacificoTax-Foreign-Gift-Trust-Checklist.pdf
Controlled Foreign Corporation Questionnaire PacificoTax-Controlled-Foreign-Corporation-Questionnaire.pdf
Foreign Owned Corporation Questionnaire PacificoTax-Foreign-Owned-Corporation-Questionnaire.pdf
Foreign Owned LLC Questionnaire PacificoTax-Foreign-Owned-LLC-Questionnaire.pdf
Condensed Organizer Condensed-Organizer.pdf
Extended Organizer Extended-Organizer.pdf
Personal Tax Savings Checklist PacificoTax-Personal-Tax-Savings-Checklist.pdf
Business Tax Savings Checklist PacificoTax-Business-Tax-Savings-Checklist.pdf

Worksheets

Description URL
Business Income Deductions Worksheet PacificoTax-Business-Income-Deductions-Worksheet.xlsx
Rental Income Deductions Worksheet PacificoTax-Rental-Income-Deductions-Worksheet.xlsx
Capital Gain & Loss Worksheet PacificoTax-ITO-Capital-Gain-Loss-Worksheet.xlsx
Depreciation Worksheet PacificoTax-ITO-Depreciation-Worksheet.xlsx
FBAR Worksheet PacificoTax-FBAR-Worksheet.xlsx
Form 1099 Worksheet PacificoTax-Form-1099-Worksheet.xlsx
Form 1042 Worksheet PacificoTax-Form-1042-Worksheet.xlsx
Foreign Corporation Workbook PacificoTax-Foreign-Corporation-Workbook.xlsx

Calendars

Description URL
Form 1040 Calendar PacificoTax-Form-1040-Calendar.pdf
Form 1040NR Calendar PacificoTax-Form-1040-NR-Calendar.pdf
Form 1065 Calendar PacificoTax-Form-1065-Calendar.pdf
Form 1120 Calendar PacificoTax-Form-1120-Calendar.pdf
Form 1120-S Calendar PacificoTax-Form-1120-S-Calendar.pdf
Form 1120-F Calendar PacificoTax-Form-1120-F-Calendar.pdf
Form 5472 Calendar PacificoTax-Form-5472-Calendar.pdf
Form 1041 Calendar PacificoTax-Form-1041-Calendar.pdf
Form 1042 Calendar PacificoTax-Form-1042-Calendar.pdf