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The following
worksheets will help you collect and report information so we
can prepare your individual tax return. Please click on the
title of those that may be appropriate, and print the documents.
Fill them out as appropriate and return the forms to us along
with the appropriate supporting documents from the list below.
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A copy of your prior year tax return, if not prepared by
our office
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Form(s) W-2 (wages, etc.)
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Form(s) 1099 (interest, dividentds, etc.)
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Schedule(s) K-1 (income/loss from partnerships, S
corporations, etc.)
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Form(s) 1098 (mortgage interest) and property tax
statements
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Brokerage statements from stock, bond, or other investment
transactions
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Closing statements pertaining to real estate transactions
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All other supporting documents (schedules, checkbooks,
etc.)
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Any tax notices or refund notices received from the IRS or
other taxing authorities
After you have completed the Tax Organizer,
please Contact Us to set up
an appointment. |
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Title |
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Needed if you: |
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General Information |
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Always use this one. It provides
us with your name, social security number, address, dependent
information, etc. |
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Planning Questions |
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Answering this will help us get a
complete picture of tax implications for you personally. |
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Direct Deposits and Estimates |
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Plan to have your refund directly
deposited, also if you made estimated tax payments for 2001. |
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Wages and Pensions |
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Have wages, salaries, tips,
pensions, IRA distributions, W-2G (gambling winnings). |
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Interest and Dividend Income |
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Have interest and dividend
income. |
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Miscellaneous Income |
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Have miscellaneous income
including social security. |
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Business Income |
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Have self-employment income and
expense. |
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Capital Gains & Losses |
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Have gains or losses reported on
brokerage statements. |
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Installment Sales |
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Entered into a sale of property
using an installment plan and payments were received. |
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Sale of Home and Moving Expenses |
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Sold your home or moved during
the tax year. |
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Rental and Royalty Income |
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Received rental or royalty
income. |
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Farm Income |
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Were involved in a farming
operation. |
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Partnership and S Corporation Information |
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Received or should have received
a K-1 from a Partnership / S corporation. |
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Estate or Trust and REMIC Information |
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General Information of Estate or
Trust and REMIC Information |
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Asset Disposition List and Asset Acquisition List |
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Sold or acquired assets involved
in your business. |
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Adjustments to Income |
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Made contributions to an IRA,SEP,
SIMPLE, or KEOGH. |
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Itemized Deductions |
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Had or think you might have had
sufficient medical/dental expenses, taxes paid, interest paid,
cash/noncash contributions, miscellaneous deductions to exceed
standard deductions. |
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Non Cash Contributions |
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Donated property. |
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Business Use of Home |
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Use a portion of your home
strictly for business. |
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Vehicle/Employee Business Expenses |
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Used your vehicle for work or
incurred other employee business expenses. |
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Child and Dependent Care Expenses |
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Paid someone to care for your
child or other dependent. |
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Qualified Adoption Expenses |
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Adopted a child within the last
year. |
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Education Credits |
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Attend educational institutions
of higher learning. |
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Household Employment Taxes |
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Employ help within your home. |
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Parent's Election to Report Child's Income |
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You wish to include your child's
information on this return for children under age 14. |
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Additional Information |
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Please furnish any additional
information or supporting details not provided elsewhere in this
tax organizer. |
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