Tax Prep Forms

Forms are in Adobe PDF format.

To download Adobe Reader, Click Here. (File Size 33.4 MB)

* All of the following forms will be updated for 2009 on or before January 15, 2010

Consent Forms:

Supplemental Preparation Forms:

• 2008 Additional Information Needed For Custom Questions

• Adoption Expense Sheet

• Educational Expense Sheet

• Moving Expense Sheet

• 2008 Schedule A Sheet

• Business Income / Expense Sheet

• First Time Homebuyers Credit Sheet

2008 Tax Prep Interview Forms:

• Tax Prep Interview Form

• Questions specific for State Sheets

Prior Year Tax Prep Interview Forms:

2007:

• Tax Prep Interview Form

• Schedule A - Itemized Deductions Sheet

• Questions Specific for State Sheets

2006:

• Tax Prep Interview Form

• Schedule A - Itemized Deductions Sheet

• Questions Specific for State Sheets

2005:

• Tax Prep Interview Form

• Schedule A - Itemized Deductions Sheet

• Questions Specific for State Sheets

Other UTS Documents:

• Amended Fax Cover Page

• 2008 Tax Return Log Sheet

State E-File Forms:

School District and County Code Sheets:

• Iowa County and School District Numbers - 2008

• Nebraska Public High School District Codes - 2008

• New York School Districts and Code Numbers - 2008

• Ohio Public School District Numbers - 2008

• Virginia County and Locality Codes - 2008

Commonly  Used IRS Forms:

• Form W-7P

• Form 8332

• Form 8453 - 2008

• Form 8822

• Form 8862

• Form 8879 -2008

• Form 1040 - 2008

• Form 1040-A - 2008

• Form 1040-EZ - 2008