Customer Tax Tools
Be prepared for tax time. Here you’ll find tools to help you prepare for tax preparation and manage your finances and, if you’re self-employed, your business.
For All Customers
- P+P Intake Packet (English) – Tax Year 2023
- P+P Intake Packet (Spanish) – Tax Year 2023
- Amendment Request Form (English)
- Homeowner + Renter Info (English) – Tax Year 2023
- Homeowner + Renter Info (Spanish) – Tax Year 2023
- Online submission for Homeowner + Renter Info (English)
- Online submission for Homeowner + Renter Info (Spanish)
- Paying a Balance Due Handout (Bilingual)
- W-4 Information (English)
Financial Services Handouts
- Credit Report + Score Information (English)
- Credit Report + Score Information (Spanish)
- Financial Counselling Information (English)
- Financial Counselling Information (Spanish)
- Prepaid Debit Card Information (English)
- Prepaid Debit Card Information (Spanish)
- US Savings Bond Information (English)
- US Savings Bond Information (Spanish)
- Money Mentors Brochure (English)
For Self-Employed
- Self-Employment Tax Organizer (SETO, English) – Tax Year 2023
- Day Care SETO (English) – Tax Year 2023
- SETO Cheat Sheet (English) – Tax Year 2023
- SETO (Spanish) – Tax Year 2023
- Day Care SETO (Spanish) – Tax Year 2023
- SETO Cheat Sheet (Spanish) – Tax Year 2023
- Income Expense Tracker and Estimator Tool (English) – Tax Year 2024 (Excel)
- Income Expense Tracker and Estimator Tool (English) – Tax Year 2024 (Google Sheet)
- Income Expense Tracker and Estimator Tool (Spanish) – Tax Year 2024 (Excel)
- Income Expense Tracker and Estimator Tool (Spanish) – Tax Year 2024 (Google Sheet)
- Business Expense Basics
- MN Sales and Use Tax Basics
- Estimated Tax Payment Basics
- Small Business Resources
- Lunch & Learn Recordings Consolidated
For Self-Employment questions, email Self-Employment Program selfemployment@prepareandprosper.org
Or call 651-262-2169