Tax Organizer

Helps Make Preparing Your Taxes
A Fast & Easy Process

A tax organizer can help by facilitating the process of pulling together your tax information. This basic organizer is designed for new tax or bookkeeping clients and allows you to enter your information right on the screen. (Although you won't be able to save it).

You can then print the completed organizer and fax, mail or hand deliver it to the office. Current clients should contact the office to request a "proforma" organizer that includes prior year information and carryover data.

Click here for your free Client Tax Organizer

Please make sure to fill in the form completely. The tax organizer includes the following categories:

Tax Organizer Main Information Sheet

General Information such as name, address, social security number, dependent information, date of birth, occupation and phone number.

Question Pages 1 and 2

A check off list to show the types of income received at any time during the year.

W-2 Income

List all of your employers including name, address, and employer identification number.

W-2G Income and Estimated Tax Paid

Include name of payer, address, and federal identification number of all gambling winnings. List any federal and state quarterly estimated tax payments made.

Other Income and Adjustments

Including last years state tax refund, unemployment, adjustments such as educator expense, self-employed retirement and health insurance paid, IRA's, Alimony, Tuition and Fees.

Interest and Dividend Income

List all income from forms 1099-INT and 1099-DIV.

Pension and Retirement Income

List pension, IRA distributions, and social security received.

Estate and Trust Income

Include your K-1 information such as name of estate or trust and federal ID number.

Capital Gains and Losses

List all stocks, bonds, and non-business assets. You will need a description, date of acquisition, date sold, sales price, and cost.

Business Income and Expenses (Schedule C)

This is where you will include your self-employment income. Include your business name, federal ID, address, date placed in service, accounting method, income and expenses.

Office In Home Deduction

Include if you run your small business out of your house. You will need to list square footage of area used for business, total square footage of your home, expenses such as mortgage interest, rent, real estate taxes, insurance, repairs and maintenance, utilities.

Business Asset List

List all business asset acquisitions and dispositions, a description, the date acquired, cost, date sold, sales price from bill of sale, prior depreciation schedule.

Itemized Deductions

This is where you list your medical and dental expenses, taxes paid, interest paid, contributions and miscellaneous income tax deductions.

Employee Business Expenses

Include which W-2 job your expenses were incurred for. List expenses such as travel expenses, parking fees, tolls, meals & entertainment, vehicle total mileage vs business mileage.

Child and Dependent Care Expenses

Please list all care providers and the amounts paid to them. Include name, address, EIN, telephone number and amounts paid for each individual child.

I am happy to help you with your tax organizer or if you have any other questions, concerns or need any bookkeeping services. Please use the contact form below and put your question in the comment area.

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