Works with AGI Method and Schedule Analysis Method - $95.00

Make it easy on yourself!

Our electronic worksheets:

• Do the math right, every time and include built-in help pop-up boxes
• Provide excellent documentation and consistency among lenders
• Are Excel-based so you don't have to learn a new software
• Include 1040, Sch C, Rentals, 1065, 1120, 1120S in one workbook
• Used for the business alone or the business and owner combined
• Integrate with the reference manuals for a complete solution

Customize it:

You'll choose the 1040Pg1 worksheet that fits your guidelines, AGI or SAM:

You use the AGI method on the 1040 if you start with the bottom line (AGI or Total Income) and adjust from there by adding back depreciation, subtracting nonrecurring capital gains, etc. Preview AGI method 1040 PG1 worksheet

You use the Schedule Analysis Method (SAM) if you list each type of income separately; such as wages, interest, and business. Linda recommends the SAM approach for more complicated borrowers. Preview SAM 1040PG1 worksheet

Use as is or customize before first use. Instructions included to:

• Remove the 1040PG1 worksheet (AGI or SAM) that you do not need
• Use the blank worksheet to include your own guidelines
• Customize to include your company-required adjustments
• Re-save as your own read-only template file

Discount for multiple users:

Each eWorksheet purchased is licensed for one user only (whether on separate PC or your network). Discounts for multiple users license is calculated at our shopping cart.