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Please download and complete the spreadsheets below as applicable for your 2023 tax year to assist with tax planning.
If you owned rental property in 2023, please complete this spreadsheet. Use a separate sheet for each property.
If you had a business in 2023, in which you were a 1099 contractor, sole proprietor or single member LLC, and did not use QuickBooks for tracking your business income and expenses, please complete this spreadsheet.
If you had a business with Home Office expenses in 2023 please complete this spreadsheet. (Including QuickBooks users.)
