Client Handouts

Use handouts to explain tax concepts to your clients, promote your practice, and help your clients stay organized. Handouts cover a huge variety of tax-related subjects and are written in an easy-to-read format your clients will appreciate. Build customer loyalty and keep your name in front of your clients year round!

Client Handouts:

$199

Client Handouts Add User:

$79

Add up to 4 users to your Client Handouts subscription.

About the Client Handouts

How It Works

Access over 100 handouts.
Log in to your online subscription immediately.
Customize handouts with your logo (optional) and address.
Print handouts for distribution (unlimited printing).
Create PDFs to email your clients!
Printed reference guide ships in December.

Subscription Details

Subscription Term: Receive immediate access. Subscription expires 12/1/2025.
Client Handouts Guide: Your subscription includes a printed reference guide to find handouts fast! Guides ship in mid-December.

Handouts Overview

Handouts are updated throughout the year to reflect tax law changes. New handouts are released quarterly.

Tax Brochures: Explain tax concepts to your clients.
Planning Tips: Help your clients minimize tax liability.
Newsletters: Released early January, late March, mid-June, and mid-September.
Organizers: Get your clients ready for tax season. Includes individual and business versions.

Suggested Uses

Handouts cover a huge variety of tax-related subjects and are written in an easy-to-read format your clients will appreciate.

Place a handout in each client's folder before tax season.
Email/mail handouts to new clients for a great first impression.
During tax season, email/mail handouts to clients who have not yet scheduled their appointment.
Place handouts on your website or distribute via social media.
Keep your name in front of clients all year by emailing/mailing quarterly newsletters.
Provide customized handouts in your reception area.

Client Handouts Catalog

Some handouts are available in Spanish (highlighted in bold below)

1040

Alternative Minimum Tax
Audits
Cancellation of Debt - Insolvency
Capital Gains and Losses
Charitable Contributions Guide
Charitable Contributions Recordkeeping Requirements
Charitable Noncash FMV Guide
Clergy - Religious Workers
Consumer Credit
Crowdfunding
Dependent Support Worksheet
Digital Assets
Divorce and Taxes
Education Tax Benefits
Energy and Vehicle Credits
Estimated Taxes
Extending Your Individual Income Tax Return
Families With Children
Filing Status
Foreign Bank and Financial Accounts
Gambling Log
Health Savings Accounts (HSAs)
High-Income Taxpayers
Hobby vs. Business
Household Employees
Identity Theft and Your Taxes
Itemized Deductions - Casualty and Theft Losses
Itemized Deductions - Homeowners
Itemized Deductions - Interest Paid
Itemized Deductions - Medical Expenses
Itemized Deductions - Taxes Paid
Kiddie Tax
Like-Kind Exchanges
Moving Expenses
Multi-State Taxation
Sale of a Principal Residence
Standard vs. Itemized Deduction
Stock Options - Same Day Sales
Tax Facts and Figures
Tax Scams - Protect Yourself
Taxable Social Security Benefits
Taxpayers Who Receive an IRS Notice
Tipped Employees
Understanding How the IRS Contacts Taxpayers
What Should You Do if You Can't Pay Your Taxes?
Withholding - Filling Out Form W-4

Business

Business Entity Comparison Chart
Business Entity Pros and Cons
Business Expenses Worksheet
Business Management Tips
Business Owners - Taking Money Out of a Business
Business Use of Home
Buy-Sell Agreements
Corporation Meeting Requirements
Cost-Sharing Reduction and the Premium Tax Credit
Day Care Providers Income and Expenses
Employee or Independent Contractor
Employee or Independent Contractor (Spanish Version)
Employer Health Insurance Requirement
Employing Family Members
Excess Business Loss and Net Operating Loss (NOL)
Expense Reimbursements for Employees
Farm Expenses Worksheet
Farm Income Worksheet
Farm Inventory and Accounting Methods
Farm Vehicles and Fuels
FinCEN Beneficial Ownership Reporting
Form 1099-K
Form 1099-MISC and Form 1099-NEC Reporting
Fringe Benefits
Inventory Cost of Goods Sold
Limited Liability Companies (LLCs)
Mileage and Expense Log
Partnerships
Qualified Business Income Deduction
Real Estate Professionals
Recordkeeping for Tax Purposes
Rental Income and Expenses
Rental Real Estate QBI Safe Harbor
Repairs vs. Improvements
Rideshare Drivers
S Corporations
Self-Employment Tax
Short-Term Rentals
Small Business Health Care Tax Credit
Starting a Business
Vehicles - Business Use

Estates & Trusts

Death of a Taxpayer
Estate Tax (Form 706)
Gift Tax
Personal Representatives - Estates

Planning

Early Retirement Distributions - SEPP
Estate Planning, Wills, Probate, and Transfer of Assets
Moving Out Worksheet
Newlyweds Tax Tips
Pension Income Planning
Saving for College

Newsletters

Tax News and Industry Updates - Volume 12, Issue 1 (Released January 2024)

Retirement

Individual Retirement Accounts - Kinds of IRAs and Prohibited Transactions
Individual Retirement Accounts - Qualified Charitable Distribution (QCD)
Individual Retirement Accounts - Required Minimum Distributions (RMDs)
Individual Retirement Accounts - Roth IRA Conversions
Individual Retirement Accounts - Roth IRAs
Individual Retirement Accounts - Traditional IRAs
Individual Retirement Accounts: Beneficiaries of IRAs and Qualified Plans
Retirement Income
Reverse Mortgages
Saving for Retirement
Social Security and Medicare

Organizers

C Corporation Tax Organizer (Tax Year 2023)
General Engagement Letter (Tax Year 2023)
Individual Taxpayer Organizer (Spanish Version) (Tax Year 2023)
Individual Taxpayer Organizer (Tax Year 2023)
Individual Taxpayer Organizer - Rental Property (Tax Year 2023)
Individual Taxpayer Organizer - Sole Proprietorship (Tax Year 2023)
Individual Taxpayer Organizer - Sole Proprietorship and Rental (Tax Year 2023)
LLC Tax Organizer (Tax Year 2023)
Partnership Tax Organizer (Tax Year 2023)
S Corporation Tax Organizer (Tax Year 2023)

Sample Handouts

Most client handouts are available in both portrait and landscape view.

Title	Portrait Version	Landscape Version
Business Use of Home	Portrait	Landscape
Charitable Contributions Guide	Portrait	Landscape
Education Tax Benefits	Portrait	Landscape
Filing Status	Portrait	Landscape
Tax Facts and Figures	Portrait	Landscape