s t u r d i c o Your clients will appreciate these useful products and thoughtful reminders of your services 2014-2015 Catalog 10% Early Order Discount Available until November 15th! QUALITY TAX PRODUCTS SINCE 1962 “Time to get organized!” Our TAX ORGANIZERS cost no more than a good holiday card and serves as a reminder of the approaching tax season. ey have the look of quality and are the easiest to use . . . least intimidating tax information assembler on the market! Still the most professional, comprehensive and economical way to develop your clients’ tax information. No year designation – use surplus for following year . . . Keep supply on hand for new clients and prospecting . . . Avail- able to personalize with your logo, business card, firm information . . . 150 minimum. INCOME TAX ORGANIZERS Available in 3 formats – Original. Enlarged, Spanish Our Income Tax Organizers and Deduction Finders with Business Schedules for Rentals, Self-Employment and Farmers have been used by millions of taxpayers nationwide to organize their tax data. For Your Tax Clients They are easier to understand . . . easier to use . . . much less intimidating than other types of information assemblers. PROVIDED BY INCOME TAX ORGANIZER and DEDUCTION FINDER Taxable Year__________ Use this booklet to assemble and maintain your tax information and insure that you are taking advantage of all allowable deductions. To save tax dollars, fill in the pages that pertain to you as completely as possible. Begin assembling your tax data early to avoid the last minute rush that may result in costly omissions. Information listed may be subject to some limitation because of tax law changes. Our office will apply the current law when your return is prepared. For: __________________________________________________________________________ My income tax appointment is: ______________________________________________________________________________ E M I T K E E W F O Y A D E T A D To the best of my knowledge, the enclosed information is correct and includes all income, deductions and other information necessary for the preparation of this year’s Income Tax Returns, for which I have adequate contemporaneous records. e t a D n g i s e s a e l P YOUR FIRM NAME Your Professional Designation Street Address City, State and Zip Code Telephone Number CS-101 – The Original Tax Organizer • 5 1 / 2 x 8 1 / 2 –15 pages, Original Size and Format • Includes Rental, Farm, Self-Employment Schedules • Mails First Class at the 1 oz. rate CS-125 – Enlarged Format Tax Organizer • 5 1 / 2 x 8 1 / 2 –22 pages • Larger Type for Easier Reading • Includes Rental, Farm, Self-Employment Schedules • Mails First Class at the 2 oz. rate YOUR FIRM NAME Your Professional Designation Street Address City, State and Zip Code Telephone Number Product #CS-125 Product #CS-101 For The Tax Preparer They are easier to use . . . less expensive than proformas . . . you will save money on postage . . . and have a more positive response from your clients. FOR FASTER SERVICE – ORDER ONLINE WWW.STURDICO.COM P.O. BOX 28069 SAN DIEGO CA 92198-0069 FAX: (800) 577-1040 PHONE (866) 788-7342 EMAIL:[email protected]Prices include 6x9 mailing envelopes. Deduct 0.02 each if envelopes not required. Envelopes may be imprinted with firm name and address – up to 4 lines. 150 minimum for envelope printing – add 0.09 each to prices above. CS - 125 Original Tax Organizer – Price Schedule Quantity <150 150-499 500-999 1000-2499 2500+ No Imprint 0.69 ea. 0.69 0.68 0.67 0.66 Imprinted N/A 0.81 0.80 0.79 0.78 CS - 101 Original Tax Organizer – Price Schedule Quantity <150 150-499 500-999 1000-2499 2500+ No Imprint 0.52 ea. 0.52 0.51 0.50 0.49 Imprinted N/A 0.64 0.63 0.62 0.61 CS-120 SP – NEW SPANISH Tax Organizer and Deduction Finder with Business Schedules Furnish your Spanish speaking clients with our NEW SIMPLIFIED SPANISH TAX ORGANIZER to help them prepare easily for the upcoming tax season. ey will find this 8 page booklet easy to use and will aid them in finding valuable deductions. Can also be used to prospect new Spanish speaking clients to further expand your client base! • 5 1 /2 x 8 1 /2 –8 pages, Spanish • Includes pages for Personal Information, Income, Deductions and Rental and Self-Employment Schedules for those who need them. • Mails First Class at the 1 oz. rate SEE NEXT PAGE FOR SAMPLE PAGES AND PRICE LIST ➜
Transcript
s t u r d i c oYour clients will appreciate these useful products and thoughtful reminders of your services
2014-2015 Catalog 10% Early Order Discount Available until November 15th!
QUALITY TAX PRODUCTS SINCE 1962 “Time to get organized!”
Our TAX ORGANIZERS cost no more than a good holiday card and serves as a reminder of the approaching tax season. They have the look of quality and are the easiest to use . . . least intimidating tax information assembler on the market! Still the most professional, comprehensive and economical way to develop your clients’ tax information.No year designation – use surplus for following year . . . Keep supply on hand for new clients and prospecting . . . Avail-able to personalize with your logo, business card, firm information . . . 150 minimum.
INCOME TAX ORGANIZERSAvailable in 3 formats – Original. Enlarged, Spanish
Our Income Tax Organizers and Deduction Finders with Business Schedules for Rentals, Self-Employment and Farmers have been used by millions of taxpayers nationwide to organize their tax data.
For Your Tax ClientsThey are easier to understand . . . easier to use . . . much less intimidating than other types of information assemblers.
PROVIDED BY
INCOME TAXORGANIZERandDEDUCTIONFINDER
Taxable Year__________Use this booklet to assemble and maintain your tax information and insure that you are takingadvantage of all allowable deductions. To save tax dollars, fill in the pages that pertain to you ascompletely as possible. Begin assembling your tax data early to avoid the last minute rush thatmay result in costly omissions. Information listed may be subject to some limitation because oftax law changes. Our office will apply the current law when your return is prepared.
For: __________________________________________________________________________My income tax appointment is:
To the best of my knowledge, the enclosed information is correct and includes all income,deductions and other information necessary for the preparation of this year’s Income TaxReturns, for which I have adequate contemporaneous records.
x 81/2 –15 pages, Original Size and Format • Includes Rental, Farm, Self-Employment Schedules • Mails First Class at the 1 oz. rate
CS-125 – Enlarged Format Tax Organizer • 51/2
x 81/2 –22 pages • Larger Type for Easier Reading • Includes Rental, Farm, Self-Employment Schedules • Mails First Class at the 2 oz. rate
YOUR FIRM NAMEYour Professional Designation
Street AddressCity, State and Zip Code
Telephone Number
Product #CS-125Product #CS-101
For The Tax PreparerThey are easier to use . . . less expensive than proformas . . . you will save money on postage . . . and have a more positive response from your clients.
FOR FASTER SERVICE – ORDER ONLINE WWW.STURDICO.COMP.O. BOX 28069 SAN DIEGO CA 92198-0069 FAX: (800) 577-1040 PHONE (866) 788-7342 EMAIL:[email protected]
Prices include 6x9 mailing envelopes. Deduct 0.02 each if envelopes not required. Envelopes may be imprinted with firm name and address – up to 4 lines.150 minimum for envelope printing – add 0.09 each to prices above.
CS-120 SP – NEw SPaNiSh Tax Organizer and Deduction Finder with Business SchedulesFurnish your Spanish speaking clients with our NEW SIMPLIFIED SPANISH TAX ORGANIZER to help them prepare easily for the upcoming tax season. They will find this 8 page booklet easy to use and will aid them in finding valuable deductions. Can also be used to prospect new Spanish speaking clients to further expand your client base! • 51/2
x 81/2 –8 pages, Spanish • Includes pages for Personal Information, Income, Deductions and Rental and Self-Employment Schedules for those who need them. • Mails First Class at the 1 oz. rate
CLiENT DaTa ENVELOPES – (CL-207)Convenient and compact record keeping organizer. Present this to clients at their tax review to help themaccumulate paid receipts for deductible expenditures, income items, record of estimated payments throughout the year. Allows for easier and more accurate transfer of totals to clients summary sheet at the close of the tax year. 28# gray filing envelope – 91/2 x 125/8 size. Available with your 6-line imprint for quantities of 250 and more.
Dependientes Todos son ciudadanos de los EEUU Sí NoLos niños dependientes menores de 17 pueden ser autozados a un créditode impuestos.Nombres y Apellidos de Niños en Casa Relación No de Seg. Soc. Fecha de nacimiento
1. – –
2. – –
3. – –
4. – –
5. – –
6. – –
Otros Dependientes Relación Y Edad
IngresosResumen de Salarios Recibidos Adjuntar copias de formas W-2.
2
Otros IngresosMarque fuentes de ingreso y suministrar los nombres de los contribuyentes y cantidad recibidas. CantidadPensión AlimenticiaAnualidad y Pensión ContributivaIngresos por IncapacidadPremios de Lotería, Concurso & GananciasPropinas y GratificacionesBonos y comisiones (no reportados en el W-2)Jurado, consejo de elecciones, u otro servicio publicCompensación de desempleo recibidaBecasOtros Ingresos
Dividido y los Ingreso por InteresesDe las declaraciones del pagador o otros registros, lista de contribuyentes y cantidad recibida.NOMBRE DEL PAGADOR INTERÉS DIVIDENDOS
Ventas de Acciones o la Propiedad Proporcionar información sobre las compras y ventas de acciones, materias primas y operaciones inmobiliarias.Descripción Fecha Adquirido Fecha Vendido Precio de Venta Costo
H/W Nombre de Empleador Salario Completo Federal, estatal, local retenido impuestos?123456
Adjuntar copias de formas 1099.
3Deducciones DetalladasRevise de sus cheques cancelados, cuentas pagadas, u otros registros, para determine sus gastos deducibles durante en año pasado.Contribuciones (Es necesaria la verificación escrita o recibo de la organización)NOMBRE CANTIDADIglesia y organizaciones religiosas (nombre)United WayRed CrossSalvation ArmyBoy and Girl Scout
Otras Contribuciones
Interés Pagado Prestador Interés Pagado
Hipoteca – Residencia Primaria
Hipoteca – Residencia Segunda
¿Refinanció su hipoteca existente este año? Sí No
Cargos de prepago (pagar el préstamo adelantado)
Puntos pagados para adquirir préstamo
Segunda hipoteca – Cantidad de préstamo
Interés pagado para estudiante para préstamo estudiantil
Deducciones Misceláneas CantidadCostos preparación impuestosPagos de mantenimiento al cónyuge divorciado Nom/NSSPerdidad de juegos (a alcance de ganancias)Transportación a segundo trabajoUniformes – Costo – MantenimientoHerramientas y equipo de seguridadZapatos de seguridad, ropa protectivaCuotas de UnionGastos en buscar trabajoEducacional – deducciones/créditos – pagos/matricula pagadaOtro
4Seguro MédicoHospital, Medical, Dental
Deducciones de plan de seguro médico de grupo
Plan de seguro medico de trabajo de cuenta propia
Medicamento con RecetaRecetas (por doctor nomas)
Doctores, Dentistas
Enfermeras, Hospitales
Deducciones o pagas de Medicare
Otro MédicoAmbulancias, taxi autobús para cuidado médicoCuidado médico en casa para ancianosAudífonos y bateríasTratamiento para drogas o alcoholAparatos de apoyo o correctivosRayos-X y terapaiOtroCantidad de arriba pagado por seguro médico si Cantidades arriba son el Cantidad bruto $Cantidad de millas y parqueo para todos viajes para otros gastos médicas enumerados arriba
Cantidad Pagadapor Usted
Niño y Crédito de Cuidado de Dependiente Si Ud. tuvo gastospara el cuidado de uno o más individuos calificados (menor de 13 años) para permitir que este empleado o que trabaje por su cuenta propia, puede calificar pare un crédito de impuestos.Nombre de niños Fecha de nacimiento Relación Periodo en Casa
Individuos u organizaciones a quien se pagó gastos de cuidado de niños.Nombre y dirección NSS o # Ide. Emple. Relación Periodo Cantidad
Uso Comercial de Casa Sí No
Equipo y Muebles ComercialesFecha Descripción de Compra Cantidad
5Los Ingresos y Gastos Por Propia CuentaUsar este horario si usted poseer y tiene ingresos y gastos de algun negocio o aparte.
Nombre del Negocio
Actividad de Negocio
Ingresos – Recibos en Efictivo Cantidad Costo de Ventas Cantidad
Returnos y reembolsos Mercancia
▲
▲▲
GASTOS Cantidad GASTOS Cantidad
Contabilidad y Legal Renta
Publicidad Repraciaciones y Mantenimiento
Comisiones Materiales
Equipo Alguilados Impuestos
Gasto de Auto Teléfono – Negocio
Seguro Ayuda Temporal
Interés Utilidades
Limpieza Salario
Licencias Otros
Gasto de Oficina
▲▲
Ingreso de Alquiler y Gastos Entrar abado, para cada propiedad dealguilar que usted posee cantidad total recibido, yt el costo de equipos y mejoras en el ultimo año.
Tipo y Ubicación de Propiedad % Posesión % Uso Personal
Número de Alquiler 1 –
Número de Alquiler 2 –
Número de Alquiler 3 –
Número de Alquiler 1 2 3
Rentas Recibido
Gastos Cantidad Cantidad Cantidad
PublicidadGastos de carroLimpieza y mantenimientoComisionesJardinería y céspedSeguroInterésLegalMaterial de oficinaLos gastos de administracionReparaciones, plumeria, pinturaEléctricaSuministrosImpuestos – propiedadTeléfonoSueldos y SalariosAgua, Aguas residuals y basura
COMPRAS DE MUEBLES, EQUIPO Y MEJORAS DE PROPIEDAD Fecha Numero de Alquiler Descripción de la Compra Cantidad
▲
6
TOTALS - PAGE 1
TOTALS - PAGE 2
TOTALS - PAGE 3
TOTALS - PAGE 4
TOTALS - PAGE 5
TOTALS - PAGE 6
TOTALS - PAGE 7
TOTALS - PAGE 8
TOTALS - PAGE 9
TOTALS - PAGE 10
TOTALS - PAGE 11
TOTALS THIS LOG
AT THE END OFYEAR OR WHEN LOG IS COMPLETED, ENTER THE FOLLOWING:
ODOMETER:
END.
BEG.
DAT Reading
Reading
TOTAL MILES DRIVEN THIS YEAR
BUSINESS MILES ENTERED IN THIS LOG
TOTAL PERSONAL BUSINESS USE
PERCENTAGE BUSINESS USE
PERCENTAGE PERSONAL USE
%
%
I HEREBY C ERTIFY T HAT I HAVE KEPT A DEQUATE CONTEMPOR-ANEOUS R ECORDS I N THIS L OG T O SUBSTANTIATE T HE M ILEAGESUMMARY ABOVE.
ImprintingAvailable
150 or more
0.42 0.41 0.40 0.39 0.38 N/A 0.53 0.52 0.51 0.50
PROVIDED BYINCOME TAXDATAKEEPER
INCOME DEDUCTIONS DEDUCTIONS
INCOME TAX INFORMATION FOR _______________________________________________ TAXABLE YEAR _______________________________
TO MAKE CERTAIN THAT YOU ARE NOT OVERLOOKING ITEMS THAT MAY REDUCE THE TAX YOU PAY, USE THIS FILING ENVELOPE TO STORE YOUR RECEIPTS, CAN-CELLED CHECKS AND CONTRACTS FOR DEDUCTIBLE EXPENDITURES DURING THE CURRENT TAX YEAR AND ENCLOSE THE INFORMATION NECESSARY TO DETER-MINE YOUR TAXABLE INCOME AS OUTLINED BELOW. IF YOU ARE MAKING ESTIMATED TAX PAYMENTS, RETAIN COPIES.
Wages Received Enclose all copies of W-2 forms.Tips and gratuities Prizes and awardsAlimony received Royalty income and expenseAnnuity and pension income Scholarships & fellowshipsBarters & exchanges Uncollectible non-business bad debtsBonuses and commissions Unemployment compensation receivedJury duty, election board fees Hobby income and expenseLottery, contest & gambling winnings Mutual fund withdrawals
Interest and Dividend IncomeEnclose 1099 forms and brokers’ statements and retirement plan information.
Sales of Stock or PropertyEnclose statements and Forms 1099 from brokers on purchase and sales of stock orcommodities, real estate transaction papers, and selling expense information.
Business Income and ExpenseKeep all income and expense items for the followingSelf-employment RentalsPartnerships FarmsEstates and trusts Outside salesAmount paid to self-employed or IRA savings planSocial Security payments received (may be partially taxable)
Medical Insurance Prescription DrugsHospital, medical & dental premiums Prescriptions (prescribed by doctor only)Group health plan payroll deductions Insulin (over -the-counter drugs not deductible)
Medicare deductions or paymentsSelf-employment health plan (limited) Total mileage & parking for all trips
Doctors, Dentists, Nurses, HospitalsSpecial schooling and transportation for
Acupuncture services physically or mentally handicapped
Ambulance, taxi, & bus for medical care Lab testArtificial limbs and teeth Medical care in home for agedChiropractor Medical or convalescent equipmentChristian Science practitioners Support or corrective devicesGlasses and eye examinations Therapy and X-rayHearing aids and batteries Psychoanalysis, therapy, counseling
Medical Fix-up CostsFor handicapped or other medical reasonAlterations for better access Elevator installation Relocating or altering electrical
Taxes PaidPersonal property taxes, real estate taxes, state and local taxes
Interest PaidHospital, medical & dental premiums Mortgage interest to institutionsGroup health plan payroll deductions Mortgage interest paid to individualsMedicare deductions or payments Points paid to acquire loan
ContributionsChurches and religious Christmas & Easter Seals Cancer SocietyRed Cross • CARE Scouts & Campfire Girls Payroll deductionsSalvation Army • Vets United Fund • Heart Fund March of DimesBoys or Girls Clubs YMCA & YWCA Hospitals & schools
Miscellaneous DeductionsAlimony paid Employee expenses not reimbursedSeparate maintenance paid Job-seeking expensesTax preparation costs Transportation to second jobInvestment expenses Union duesSafe deposit box Uniforms and special shoesAdoption expenses • Special child Employment agency feesMoving expenses because of transfer or change of employers
Casualty LossesAuto accidents, fire, theft, storm and other property damage
Child and Dependent Care ExpensesRECORD OF ESTIMATED PAYMENTS FOR TAXABLE YEAR ____________________________________________
FILL IN THE RECORD OF ESTIMATED PAYMENTS BELOW FOR YOUR TAX FILES
IF THE 15TH FALLS ON A SATURDAY OR SUNDAY, THE DUE DATE IS EXTENDED UNTIL THE FOLLOWING MONDAY.
CHECK DATE AMOUNT NO. PAID PAID
LAST YEAR’S TOTALOVERPAYMENT PAID OR APPLIED CREDITED
POCKET SiZE MiLEaGE ORGaNiZER – (CS-117)High gas prices indicate that it may be time to encourage your clients toimprove their business mileage record keeping. These handy organizers allow your clients to keep detailed business mileage records throughout the year – room for over 300 entries. Easy to use recap section for year end totals. 33/4 x 73/4 Pocket size for portable use – coat pocket, brief case or glove compartment. Printed on heavier stock for the wear and tear of daily use. Meets IRS requirements for recordkeeping. Available with your 6-line imprint for quantities of 150 or more.
Para: __________________________________________________Mi cita de impuestos es:
_______________________________________________________FECHA DIA HORA
Año Fiscal _____________
PROVEÍDO POR
Prices include 6x9 mailing envelopes. Deduct 0.02 each if envelopes not required. Envelopes may be imprinted with firm name and address – up to 4 lines.150 minimum for envelope printing – add 0.09 each to prices above.
0.49 0.48 0.47 0.46 0.46N/A 0.61 0.60 0.59 0.59
ENCLOSED: COPIES OF INCOME TAX RETURNS
FILE FOR FUTURE REFERENCEPREPARED BY
Thank you for your trust and confidence. We would be pleased if we may continue to be of service to you.
File these copies of your income tax returns. Keep supporting paid receipts,cancelled checks, contracts and other pertinent data at least three years after the due date for filing your returns.
Even with the latest simplifications of tax forms, the number of schedules required makes it difficult to store folded copies. Use this roomy booklet envelope for convenient and safekeeping of unfolded client copies of tax returns. Top opening for easy access and filing. Available with your 6-line imprint for quantities of 250 or more.
(CL-205) – 28-lb. white 9 x 12 Envelopes (CL-206) – 28 lb. 91/2 x 125/8 Envelopes
LB-303 LaBELOPE QUiCK LaBEL ENVELOPES – These unique envelopes can be used with pressure sensitive mailing labels. The large label-like format has space in the center for your typed or computer generated address label. 28 lb. kraft envelopes are large and sturdy enough for privacy of contents and easy mailing. Meets latest postal regulations for Address Service Requested and postal recommended diamond border for faster FIRST CLASS handling. Well marked on both sides to help expedite delivery. Available with your 6-line imprint for quantities of 250 or more.
ORGaNiZER aND RECORD OF ESTiMaTEDTaX PaYMENTS – (CL-209)Provide your clients this convenient file envelope tokeep their payment vouchers and envelopes, and torecord estimated payments for both State and Federal.
Large & sturdy #12 envelopes Easily holds 8 #10 envelopes plus Federal & State Vouchers. 250 minimum for imprinting your firm information
CL-208 — CUSTOM TaX COPY FOLDERSThe ultimate in packaging your professionally prepared tax returns. Ideal for any tax return. . . Individual . . . Partnership . . . Corporation . . . Has the look and performance of custom quality at the fraction of the cost. Reinforced 12 pt. white chrome stock. Easy to read tab for filing convenience. Personalizes easily with your business card. Mails in our 10 x 13 LB-303 Envelopes.
FOR FASTER SERVICE – ORDER ONLINE WWW.STURDICO.COMVISIT WWW.STURDICO.COM FOR SPECIAL OFFERS AND PRODUCT UPDATES
Season s Greetings
Season s Greetings
ETI
CS-129a #2CS-129a #1CS-129B
CS-129a #4
CS-129a #3
HOLIDAY INSERTS Quick and Easy Way to say Happy Holidays!
hOLiDaY iNSERTS – (CS-129a #1, 2, 3, 4, 5 aND CS-129B)A QUICK AND EASY WAY TO SAY – HAPPY HOLIDAYS!Thoughtfulness is very good business – add these colorful Holiday Inserts to any of our Organizers to easily convert into a Holiday mailer! We offer 6 traditional designs shown below – check our website for new designs added this year. Circle the number of your choice on the order form.
CS-129PRICE SCHEDULE
A B 0.16 0.19
CS-129a #5
Season’s Greetings Season’s Greetings
THAT TIME OF YEAR is here again —
Income tax time, time to prepare yourtax data as accurately as possible. Theenclosed tax assistance booklet isoffered to provide guidelines forassembling your tax information. Themore complete your information, themore accurately your return will beprepared, and with the greatest possiblesavings in tax dollars.
And time once again to wish our friends continued good fortune as this yeardraws to a close. Time to be thankful,with the hope that the coming new yearwill be a happy and prosperous onefor all.
— PROVIDED BY —YOUR FIRM NAME
Your Professional DesignationStreet Address
City, State and Zip CodeTelephone Number
Imprinted Here Up to 5 Linesor We Can Reproduce Your Black & White Copy.
RECORD OF ESTIMATED TAX PAYMENTSEnclosed are your Estimated Tax Vouchers and Filing Envelopes.NAME ___________________________________________________________________SOCIAL SECURITY NUMBER _______________________________________________ESTIMATED TAX PAYMENTS FOR TAXABLE YEAR ____________________________There is a separate payment voucher and envelope for each due date. Be sure you use the voucher with the correct due date shown. These Estimated Tax Vouchers are advance payments for next year and must be paid in addition to any tax due on your tax returns.
FILL IN THE RECORD OF ESTIMATED PAYMENTS BELOW FOR YOUR TAX FILES
WRITE YOUR SOCIAL SECURITY NUMBER AND THE WORDS “ESTIMATED TAX” ON YOUR CHECK OR MONEY ORDER.
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