Tax Forms and Schedules
Itemized Deductions
What is Schedule A?
PBC
What is Provided By Client?
Extended due date of Form 1040 for the 2024 tax year
What is 10/15/2025?
What is U.S Treasury?
Term used to describe adding initials to workpapers immediately after completion
What is Sign Off?
Interest & Ordinary Dividends
What is Schedule B?
HMI
What is Home Mortgage Interest?
Original due date of Form 1040 for the 2024 tax year
What is 4/15/2025?
This type of adjustment decreases capital gain and increase interest income
What is accrued market discount?
The workpaper format of an email relied on for the tax return
What is PDF?
DAILY DOUBLE
tax form & Line number for all short-term gains for which basis was reported to the IRS and for which you have no adjustments
OID
What is Original Issue Discount?
Original Due date of 2025 Q2 1040-ES
What is 6/15/2025?
DAILY DOUBLE
If a taxpayer materially participates in a business reported on Schedule K-1 (Form 1065), how should the ordinary business income reported on line 1 be classified on Form 1040?
Original tax return draft is marked this after updated draft is printed
What is Superseded (SS)?
California Adjustments for Individual Taxpayers
What is Schedule CA (540)?
QBI
What is Qualified Business Income?
Original Due date of 2025 Q3 1040-ES
What is 9/15/2025?
This type of interest income is Nontaxable for Federal but taxable for CA
What is non-california municipal bond?
Workpaper index that ties back to tax return for payments made
What is O-01?
Pass-Through Entity Elective Tax Calculation
What is CA Form 3804?
AGI
What is Adjusted Gross Income?
Orginal Due date of 2025 Q4 1040-ES
What is 1/15/2026?
If PTE Credit is more than tax liability, how many years can we carry forward the unused amount
What is 5 Years?
The "envelope analogy" and "two-sided" are terms used to describe this
What is Workpaper Referencing?