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Mary Kay Forms

Mary Kay consultants and directors that are getting their taxes prepared by us should fill out both the Income Tax Data Itemizer and the Income Tax Summary For Mary Kay Business worksheets. If we are just preparing a Schedule C for you, then you only need to fill out the Income Tax Summary For Mary Kay Business worksheet. You can download both worksheets here in either excel or pdf format.

The Income Tax Data Itemizer is a document to be filled out by clients before coming in for their appointment. This worksheet does not contain any Mary Kay information. It only contains personal tax information to be used to complete the tax return outside of the Mary Kay business. This worksheet should include personal tax information, including address and contact information, income information, expense information, and deduction and credit information. Individual tax clients should complete this form in order for us to properly prepare their return in a timely manner.

The Income Tax Summary for Mary Kay Business is a document to be filled out by Mary Kay professionals before coming in for their appointment. It lists various categories of business income and expenses and provides detail for various deductions that are available to Mary Kay professionals. All Mary Kay professionals should complete this form to the best of their ability before coming in for their appointment in order for us to properly prepare their return in a timely manner.

For more information on how to prepare for your appointment, please visit the FAQ page. If you have any questions about these forms or need help filling them out, please contact us.


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Income Tax Itemizer      
Income Tax Summary for Mary Kay Business