Free Tax & IRS Tools | ATG Accountants & Advisors Free Tax & IRS Tools | ATG Accountants & Advisors

Tools


Tools

Vehicle Mileage Log

Use this log to track all of your business miles for the calendar year. It is best that you list the purpose of the trip, because it validates that the trip was indeed a business trip. Also it is recommended that you keep your oil change or vehicle maintenance records, because they help verify your vehicles increase in mileage over the course of the year.

Download: Vehicle Mileage Log

Where's My Refund?

Federal government and states that collect income taxes offer a way to check the status of your state tax refund. They also offer tax department or tax agency websites, which provide information on state taxes. You can track your state tax refund (as well as visit its state tax department website) by clicking your state in the “Where to Track Your State Refund”

Where is my refund?

Profit & Loss Template

This form summarizes the revenues, costs and expenses incurred over a 12 month period. These records provide information that shows the ability of a company to generate profit by increasing revenue and reducing costs. The P&L statement is also known as a “statement of profit and loss”, an “income statement” or an “income and expense statement”.

Download: Profit & Loss Template

Capital Gains & Losses

Investors should pay close attention to their capital gains and losses. Keep track of your cost basis with the use of this simple spreadsheet, keeping track of your cost basis will help to make things easier at tax time.

Download: Capital Gains & Losses

Business Account Ledger

Keeping track of your business transactions will help you plan ahead for your business. Bookkeeping will help your small business meet deadlines and help you make timely payments of loans, rents, bills, taxes and so on.

Download: Business Account Ledger

Event Budget

In special event planning for your family, client or organization, the budget component sets the stage for success. Without a budget, you have no way to manage your expenses. You don’t know if there will be sufficient funds to cover event expenses, which can result in owing money after the event. Through budgeting, plan a limit for each major expense.

Download: Event Budget

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Event Budget

Business Account Ledger

Capital Gains & Losses

Profit & Loss Template

Vehicle Mileage Log