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:
General Information such as name, address, social security number, dependent information, date of birth, occupation and phone number.
A check off list to show the types of income received at any time during the year.
List all of your employers including name, address, and employer identification number.
Include name of payer, address, and federal identification number of all gambling winnings. List any federal and state quarterly estimated tax payments made.
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.
List all income from forms 1099-INT and 1099-DIV.
List pension, IRA distributions, and social security received.
Include your K-1 information such as name of estate or trust and federal ID number.
List all stocks, bonds, and non-business assets. You will need a description, date of acquisition, date sold, sales price, and cost.
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.
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.
List all business asset acquisitions and dispositions, a description, the date acquired, cost, date sold, sales price from bill of sale, prior depreciation schedule.
This is where you list your medical and dental expenses, taxes paid, interest paid, contributions and miscellaneous income tax deductions.
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.
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.
Also feel free to let me know what you think of my website. Is it suiting your needs? Is there anything else you need help with and would like to see added?
I'm always delighted to get your feedback!