These are NOT all-inclusive worksheets, but only a guide for the information that your tax preparer will need. Your tax preparer will only need the annual amounts, but most clients find it easier to fill out monthly. If you did not have Excel, you can download OpenOffice for free. Remember, for items costing $200 or more, keep the receipts separate and fill out the worksheet under “Major Purchase”.
*** If your program tells you it’s in “Read-Only” mode, then save the spreadsheet to your computer, close the program, and open the saved spreadsheet. ***