Interview Worksheets
These can be filled out by clients or used during an interview to guide discussion.
Unless otherwise noted, these are fillable PDFs.
SVRC Required Attachments
- 07 Intake Booklet.pdf Upd (Intake Booklet - all pages, including consent forms etc.)
- 08 Schedule C Worksheet v.94 2021-02-04.pdf Upd
- 09 Schedule A Worksheet v.93 2021-02-04.pdf Upd
- 10 Self-Employed COVID Worksheet 2.15.2021.pdf Upd
- 11 Education Credits Worksheet v.91 2021-01-30.pdf Upd
- 16 Economic Impact Payments Worksheet 2.15.2021 F.pdf Upd (aka Stimulus Payments)
- 17 COVID Retirement Distribution Worksheet fillable 2.15.2021.pdf Upd (Tax-Favorable Treatment of Coronavirus-Related Retirement Distributions) (See also - alternative version from 4491 below)
Other - potentially useful
- 07x Intake Sheet v0.91.pdf Upd (Intake Sheet subset (first four pages) of Tax-Aide Intake Booklet)
- PP20-04 NJ HCC SRP Worksheet TY2020 v0.92 F.pdf Upd (NJ HCC / SRP Worksheet)
- COVID Retirement from p4491x v0.91.pdf Upd (Tax-Favorable Treatment of Coronavirus-Related Retirement Distributions)
- Sales Tax Worksheet v0.91 2021-02-09.pdf Upd (not fillable) (for use with IRS Sales Tax Calculator)