Eric Posted April 4, 2008 Report Share Posted April 4, 2008 How many of you have custom spreadsheets that you import into your tax returns? What do you use them for? Are they likely to be useful to others? I'm just trying to get a feel for whether having a library of downloadable spreadsheets would be a useful addition to this site. Quote Link to comment Share on other sites More sharing options...
joelgilb Posted April 4, 2008 Report Share Posted April 4, 2008 I have created them in the past. One I use all the time is a "Point Sheet". Its not a very high level spreadsheet though. Have created others in the past, but since they did not rollover I abandoned most of them. Joel Quote Link to comment Share on other sites More sharing options...
jklcpa Posted April 4, 2008 Report Share Posted April 4, 2008 I don't use them. I have some custom spreadsheets in Excel, mostly for my resident state of Delaware. At the beg of this year I tried to import & make as a form that I could add to any return. I couldn't get that working. Most of these returns having this sched are paper filing anyway so I just open Excel & work there. Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted April 4, 2008 Report Share Posted April 4, 2008 I have a couple of larger Sch C clients that I make a book/tax comparison with explanations from the book numbers and check figures. I do it every year and just put it in the client folder next to the .pdf of the return. I print it out and put it on top of the clients financials in the file (cir 230 protection). But I don't think it is something that could be shared, as I have a hard time reusing the one from the previous year. Tom Lodi, CA Quote Link to comment Share on other sites More sharing options...
Linda Mathey Posted April 4, 2008 Report Share Posted April 4, 2008 I do not import any worksheets into ATX although I use them for my clients to tie out totals for things like dividends, interest, capital gains and losses. They function as my way to double check what I input into ATX. Many of my clients have multiple brokerage accounts due to different investment managers. These managers each do hundreds of sales in a year. The spreadsheets help me to make sure the proceeds reported on 1099 tie to the sales reported on Sch D. Quote Link to comment Share on other sites More sharing options...
Joel Posted April 4, 2008 Report Share Posted April 4, 2008 I have a client with multiple partnerships. Each partnership may have k-1 income from multiple states. I use a spread sheet to accumulate the positive and negative income for each state from each partnership. The resulting total income is used to prepare the various state tax returns. Quote Link to comment Share on other sites More sharing options...
Julie Posted April 6, 2008 Report Share Posted April 6, 2008 I usually make them as I need them, generally for stuff like stock options, tracking basis, etc. As a result, since each time I devise such a spreadsheet, it's a little different from all the others. I have not been importing worksheets, but I probably would if I saw one that was better than what I was using already. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.