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.


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 12/1/2022.
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)
  • 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
  • Coronavirus (COVID-19) Legislation - Individuals
  • Crowdfunding
  • Dependent Support Worksheet
  • Divorce and Taxes
  • Education Tax Benefits
  • Estimated Taxes
  • Extending Your Individual Income Tax Return
  • Families With Children
  • Filing Status
  • Foreign Bank and Financial Accounts
  • Gambling Log
  • Health Care Reform - Health Insurance Marketplace
  • 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
  • Moving Expenses
  • Multi-State Taxation
  • Referrals Appreciated
  • 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
  • Virtual Currency (Cryptocurrency) Q1 Release
  • What Should You Do if You Can't Pay Your Taxes?
  • Withholding - Filling Out Form W-4
  • Business Entity Comparison Chart
  • Business Entity Pros and Cons
  • Business Expenses Worksheet
  • Business Financing - Don't Intermingle Funds
  • Business Management Tips
  • Business Owners - Taking Money Out of a Business
  • Business Use of Home
  • Buy-Sell Agreements
  • Coronavirus (COVID-19) Legislation - Businesses
  • Corporation Meeting Requirements
  • Day Care Providers Income and Expenses
  • Employee or Independent Contractor
  • Expense Reimbursements for Employees
  • Farm Expenses Worksheet
  • Farm Income Worksheet
  • Farm Inventory and Accounting Methods
  • Farm Vehicles and Fuels
  • Form 1099-MISC and Form 1099-NEC Reporting
  • Fringe Benefits
  • Health Care Reform - Cost Sharing Reduction and the Premium Tax Credit
  • Health Care Reform - Employer Insurance Requirement
  • Inventory Cost of Goods Sold
  • Limited Liability Companies (LLCs)
  • Marketing Your Business
  • Mileage and Expense Log
  • On-Demand Drivers
  • Partnerships
  • Real Estate Professionals
  • Recordkeeping for Tax Purposes
  • Rental Income and Expense Worksheet
  • Rental Income and Expenses
  • Repairs vs. Improvements
  • 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
  • College Financial Aid Planning
  • Early Retirement Distributions - SEPP
  • Estate Planning, Wills, Probate, and Transfer of Assets
  • Financial Planning Guide
  • Moving Out Worksheet
  • Newlyweds Tax Tips
  • Pension Income Planning
  • Saving for College
  • 2020 Tax News and Industry Updates - Volume 8, Issue 1 (Released January 2020)
  • 2019 Tax News and Industry Updates - Volume 7, Issue 5 (Released December 2019)
  • 2019 Tax News and Industry Updates - Volume 7, Issue 4 (Released September 2019)
  • Individual Retirement Accounts - Backdoor Roth IRA
  • Individual Retirement Accounts - Beneficiaries of IRAs and Qualified Plans
  • 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 IRAs
  • Individual Retirement Accounts - Traditional IRAs
  • Retirement Income
  • Reverse Mortgages
  • Saving for Retirement
  • Social Security and Medicare
  • C Corporation Tax Organizer (2020 Tax Year)
  • General Engagement Letter for Individual Tax Preparation (2019 Tax Year)
  • Individual Taxpayer Organizer (2019 Tax Year)
  • Individual Taxpayer Organizer (2019 Tax Year) (Spanish Version)
  • Individual Taxpayer Organizer - Rental Property (2019 Tax Year)
  • Individual Taxpayer Organizer - Sole Proprietorship (2019 Tax Year)
  • LLC Tax Organizer (2019 Tax Year)
  • Paid Preparer Due Diligence Checklist (2019 Tax Year)
  • Partnership Tax Organizer (2019 Tax Year)
  • S Corporation Tax Organizer (2019 Tax Year)
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
© Tax Materials, Inc. 2021