Downloads
Tax Time Checklist
TB Tax New Client Information
Business Use of Automobile
Rental Property
Sales of Stocks - Short Form
Frito Lay Expense
SDA Pastors
Business and Professional Income Statement - Year End Totals
Police Expenses
Business Use of Home
Moving Expenses
Sales Representatives - Year End Totals
Download Instructions
How do I download a spreadsheet file?
Click on the “Download” button underneath the desired file name. You should get a Save File window. Choose Desktop as the destination folder and the click Save. This will save the file onto your Windows Desktop, so it will be easy to find later.
How do I open the spreadsheet file after downloading?Locate the desired file on your Windows Desktop, then double click on the file’s icon. This should load Microsoft Excel, and open the spreadsheet on your screen.
What do I do once I have the spreadsheet open in Excel?Use your mouse to click on one of the cells in the spreadsheet and fill in the necessary information corresponding to the field. Use the Tab key or arrow keys (< >) to advance to the next cell. When complete save the spreadsheet back to your desktop by choosing File, Save. A second window will popup. Select Desktop or your destination folder at the top where it is marked (Save in:) then click on the Save button and you’re done. Make sure you e-mail the file back to taxes@tbtax.com
I can’t open the spreadsheet file?The spreadsheets were created using Microsoft Excel, and therefore you must have Excel installed on your computer, in order to use them. If you have some other spreadsheet program installed, such as Quattro Pro from Corel, you might still able to open them by changing the File Type on the Open File dialog box to Microsoft Excel or .xls.