Qualified Plug-In Electric Drive Motor Vehicle Credit Worksheet

If you purchased a new vehicle that runs on electricity drawn from a plug-in rechargeable battery, you may be eligible to claim the qualified plug-in electric drive motor vehicle tax credit, which can reduce your tax bill. In order to take the credit, you must file IRS Form 8936 with your return and meet certain requirements.

To prepare your tax return with this credit, we need all of the following information:

DescriptionClient’s Information
Car Model Year 
Date Purchased 
Amount of battery capacity kilowatt hours 
Gross Vehicle Weight 
Vehicle Identification Number (VIN): 
Cost of Vehicle 

Please fill out this form and send it back to your tax accountant.                                             

To see an updated list of the accepted vehicles for this credit, please refer to this IRS page:


You can download this file here:

Medical Expense Calculation Worksheet

You might be able to deduct qualified medical expenses that are more than 7.5% of your adjusted gross income.

For tax returns filed in 2022, taxpayers can deduct qualified, unreimbursed medical expenses that are more than 7.5% of their 2021 adjusted gross income. So if your adjusted gross income is $40,000, anything beyond the first $3,000 of medical bills — or 7.5% of your AGI — could be deductible.

That means if you had $10,000 in medical bills, $7,000 of them could be deductible.

The 7.5% threshold used to be 10%, but legislative changes at the end of 2019 lowered it.

However, this is only the case if you itemized your tax return.

If you don’t itemize your return or if the expenses are below 7.5% of your AGI this will have no effect on your return.

To prepare your tax return with this deduction, we need this worksheet to be filled with all applicable expenses:

Description of ExpenseAmount
Prescription Medications 
Health Insurance Premiums (except 1095-A) 
Qualified Long Term Care Premiums 
Doctors, Dentist, Etc. 
Hospitals, clinics, etc. 
Lab & X-ray fees 
Expenses for Qualified Long-Term Care 
Eyeglasses and contact lenses 
Medical Equipment and Supplies 
Miles Driven for Medical Purposes (.18 center per mile) 
Ambulance Fees and Other Medical Transportations Costs 
Total Expenses 

Please fill out this form and send it back to your tax accountant.                                             

Our office doesn’t need copies of your receipts; however, it is recommended for you to save copies of these payments for up to 3 years after the current tax year. Electronic copies of these payments / receipts are fine for record keeping.

You can download this file here: