tax organizer - Got A Tax Letter?

Tax Organizer

Please complete all parts of this organizer and initial any sections that do not apply. We will be unable to prepare your return if any section is not addressed.

Section I: Income - Step 1 of 5

Tax Year *

Name *

First

Last

Email *

Income

Did you receive any of the following this tax year? (check all that apply) *

Alimony
Interest
S Corporation Draws or Distributions
Business Income/Loss
Legal Settlement
Social Security
Cancelled Debts
Lottery Winnings
Sold Bitcoin, investments, or property?
Dividends
Partnership Draws or Distributions
State Tax Refunds
Farming Income/Loss
Pensions
Unemployment
Foreign Income
Rents
Wages, Salaries, Tips
Gambling Winnings/Losses
Retirement Distributions
Other Income
Does not apply

If other income, please note here:

Did any of the following apply to you or your spouse this tax year?

Child Care Expenses? *

Yes
No

Provider Name *

First

Last

Provider SSN/EIN: *

Provider Address *

Address Line 1

City

State

Zip Code

Amount Paid: *

IRA Contributions? *

Yes
No

Your Amount: *

Spouse's Amount: *

Had A Mortgage? *

Yes
No

Real Estate Taxes Paid: *

Please Provide Form 1098: *

Click or drag a file to this area to upload.

Donated to charity? *

Yes
No

Cash:

Non-cash:

Gambling Losses? *

Yes
No

Amount Paid (gambling losses): *

Please Provide W2-g Form: *

Click or drag a file to this area to upload.

Your Business

Do you have a business? *

Yes
No

Employee business expenses? *

Yes
No

Please Provide Form 1099 or Report Cash Basis: *

Click or drag a file to this area to upload.

What is the type of your business organization? *

LLC or Corporation
S Corporation
Partnership

EIN (LLC or Corp.): *

Date Incorporated (LLC or Corp.): *

State Incorporated (LLC or Corp.):

EIN (S Corp.): *

Date Incorporated (S Corp.): *

State Incorporated (S Corp.): *

Please List 1. All Partners' Names, 2. SSNs, 3. Addresses, 4. Percentage Within The Company (S Corp) *

EIN (partnership): *

Date Incorporated (partnership): *

State Incorporated (partnership): *

Please List 1. All Partners' Names, 2. SSNs, 3. Addresses, 4. Percentage Within The Company (Partnership) *

Did you travel for business this year? *

Yes
No

Did you buy any computers, equipment, furniture, or machinery this year that cost $500? *

Yes
No

If yes, please provide "date purchased", "type", "cost": *

Sales or Service Income:

Refunds:

Sales Tax Paid:

Expenses

Upload your profit and loss statement and leave the below blank; if not, please fill out the below expenses:

Click or drag a file to this area to upload.

Advertising:

Bank fees:

Business meals/entertainment:

Commissions:

Continuing Education:

Credit Card Processing:

Dues and Subscriptions:

Health Insurance:

Insurance (not including auto):

Interest:

Inventory Purchased:

Legal/Professional Services:

Materials Purchased:

Office Expense:

Rent:

Repairs and Maintenance:

Supplies:

Taxes and Licenses:

Travel:

Utilities:

Wages:

Other Expense:

Other Information

Were you legally married for this period? *

Yes
No

Spouse Name *

First

Last

Spouse SSN: *

Spouse DOB: *

Did or will your spouse file a separate tax return for this period? *

Yes
No

Did your spouse have any income for this period? *

Yes
No

Did you support anyone during this period that you can claim on your tax return? *

Yes, 1 dependent
Yes, 2 dependents
Yes, 3 dependents
Yes, 4 dependents
No

Dependent 1 *

First

Last

SSN (dependent 1): *

DOB (dependent 1): *

Relationship (dependent 1): *

Dependent 2 *

First

Last

SSN (dependent 2): *

DOB (dependent 2): *

Relationship (dependent 2): *

Dependent 3: *

First

Last

SSN (dependent 3): *

DOB (dependent 3): *

Relationship (dependent 3): *

Dependent 4: *

First

Last

SSN (dependent 4): *

DOB (dependent 4): *

Relationship (dependent 4): *

What documentation can you provide to show you are entitled to claim dependents for this year? (Residency of Qualifying Child) *

School Records or Statement
Placement Agency Statement
Healthcare Provider Statement
Social Services Records or Statement
Indian Tribal Official Statement
Childcare Provider Records
Landlord or Property Management Statement
Medical Records
Place of Worship Statement
Employer Statement

What documentation can you provide to show you are entitled to claim dependents for this year? (Disability of Qualifying Child)

Doctor Statement
Other Healthcare Provider Statement
Social Services Agency or Program Statement

Did any of your dependents attend college full time this tax year? *

Yes, 1 dependent
Yes, 2 dependents
No

(Dependent 1) Who Attended College: *

First

Last

(Dependent 1) College: *

(Dependent 1) Books and Supplies: *

(Dependent 2) Who Attended College: *

First

Last

(Dependent 2) College: *

(Dependent 2) Books and Supplies: *

Did you have health insurance in this period? *

Yes
No

If yes, was it purchased through the Affordable Care Act Marketplace? *

Yes
No

Please Provide Form 1095a: *

Click or drag a file to this area to upload.

Did you, your spouse, or any dependent have an Identity Protection PIN? *

Yes
No

If yes, who was assigned the PIN's? *

Did you or your spouse sell real property? *

Yes
No

What type of property is it? *

Residential
Rental

Please Provide Form 1099s: *

Click or drag a file to this area to upload.

Purchase Date: *

Purchase Price: *

Closing Costs: *

Do you have rental property? *

Yes
No

Rental Income: *

Expenses: *

Purchase Price: *

Date Placed in Service: *

Did you or your spouse own any virtual currency? *

Yes
No

Have you ever had an interest in or authority over a foreign bank account? *

Yes
No

Bank Name: *

Foreign Bank Country: *

Year Opened: *

Year Closed: *

Did you or your spouse have an interest in any foreign entity? *

Yes
No

Foreign Entity Country: *

Business Type: *

Ownership Interest: *

Did you or your spouse pay any state taxes directly to the estate tax authority? *

Yes
No

Amount Paid to Estate Tax Authority: *

Is there anything else we need to know, or other expenses not mentioned? *

Yes
No

If yes, please explain: *

1. Please upload your additional Tax Form below:

Click or drag a file to this area to upload.

2. More doc:

Click or drag a file to this area to upload.

3. More doc:

Click or drag a file to this area to upload.

4. More doc:

Click or drag a file to this area to upload.

5. More doc:

Click or drag a file to this area to upload.

Your Signature: *

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