Resources

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Laserprintable Checklist for 2023 Tax Year (7-Page PDF)

Form 1099 Data Sheet with Fillable Fields (2-Page PDF)
IMPORTANT! Save the blank form (PDF) to your computer before completing your form to submit.

Form 1099 Information for Business Owners and Landlords (PDF)

Small Business Worksheet with Fillable Fields (2-Page PDF)
IMPORTANT! Save the blank form (PDF) to your computer before completing your form to submit.

Rental Property Owner Worksheet with Fillable Fields (1-Page PDF)
IMPORTANT! Save the blank form (PDF) to your computer before completing your form to submit.

Clergy Housing Worksheet with Fillable Fields (2-Page PDF)
IMPORTANT! Download the blank PDF to your local computer before completing your form to submit.

State Tax Refund
Visit doreservices.state.pa.us. Click on the “Individuals” tab toward the middle of the page. Click on “Where’s my refund?”. Follow the remaining instructions on the website to obtain where and when your refund will arrive.

Federal Tax Refund
Visit irs.gov. Click on “Where’s My Refund” located on the right side of the page under “Filing & Payment.” Follow the remaining instructions on the website to obtain where and when your refund will arrive.

Don’t see the resources you need above? Contact me anytime at 717-209-7130 or brad@cloistergroupcpa.com.

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