INCOME TAX ORGANIZER (Part One)
Your are invited to print out this 6 part organizer and use it.  This will help you organize your tax information and make sure you don't miss any important deductions.  Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!
Taxpayer Information
First Name  

Middle Initial
Last Name        
Social Security #        
Occupation        
Date of Birth        
Street Address        
City   State
County   Zip Code
Home Telephone        
Work Telephone        
Email Address        
 
Spouse Information
First Name  

Middle Initial
Last Name        
Social Security #        
Occupation        
Date of Birth        
Street Address        
City   State
County   Zip Code
Home Telephone        
Work Telephone        
Email Address        
 
Filing Status
Single Married  
Head of Household Married Filing Separate  
 
Salaries and Wages: Attach W-2 Forms
W-2 Taxpayer
 or Spouse
(circle one)		 Employer Box 1 Box 2 Box 4 Box 6
1 T or S
2 T or S
3 T or S
4 T or S
5 T or S
W-2 Taxpayer
 or Spouse		 Box 13/14 Box 17 Box 18 Box 20 Box 21
1 T or S
2 T or S
3 T or S
4 T or S
5 T or S
 
 
 
 
Dependent 1
First Name  

Middle Initial
Last Name  

Months at Home
Social Security #  

Student?

 Yes
No
Relationship        
Date of Birth        
Dependent 2
First Name  

Middle Initial
Last Name  

Months at Home
Social Security #  

Student?

 Yes
No
Relationship        
Date of Birth        
Dependent 3
First Name  

Middle Initial
Last Name  

Months at Home
Social Security #  

Student?

 Yes
No
Relationship        
Date of Birth        

*Include additional dependents in space to the left.
INCOME TAX ORGANIZER (Part Two)
Your are invited to print out this organizer (there are six sections) and use it.  This will help you organize your tax information and make sure you don't miss any important deductions.  Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!
Other Income

Interest:  Attach 1099 Forms
Payor Amount
1 $
2 $
3 $
4 $

Dividends:  Attach 1099 Forms
Payor Total Capital Gain Ordinary Dividend
1 $ $ $
2 $ $ $
3 $ $ $
4 $ $ $
State and Local Tax Refunds
State Tax Refund Local Tax Refund
Amount Received $ Amount Received $
Check if you did not itemize in prior years
Capital Gains/Losses
Description Date Acquired Date Sold Sales Price Cost or Basis
1 $ $
2 $ $
3 $ $
4 $ $
Pensions/IRA Distributions: Attach Form 1099 / W-2's
Payor Gross Distribution Taxable Amount Federal Withholding Other Withholdings
1 $ $ $ $
2 $ $ $ $
Alimony Received
Payor Amount Received $
Payor's Social Security  #
Unemployment Received
Taxpayer Amount $ Tax Withheld $
Spouse Amount $ Tax Withheld $
Social Security Received
Taxpayer Amount $
Spouse Amount $
Miscellaneous Income

Description
INCOME TAX ORGANIZER (Part Three)
Your are invited to print out this organizer (there are six sections) and use it.  This will help you organize your tax information and make sure you don't miss any important deductions.  Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!
Deductions
Medical and Dental Expenses
Insurance Premiums (Net) $
Doctors, Dentists, etc. $
Taxes Paid
State & Local Tax $
Real Estate Taxes - Residence $
Real Estate Taxes - Other Property $
Other Taxes $
Interest Paid - Attach 1098 Forms
Home Mortgage Interest Paid (1st) $
Home Mortgage Interest Paid (2nd) $
Contributions - Attach Details
Contributions by Cash or Check $
Contributions by Other than Cash $
Miscellaneous Deductions
Unreimbursed Employee Business Expenses (use part 4 for home office expenses) $
Union/Professional Dues $
Investment Expense $
Tax Return Preparation Fees $
Safe Deposit Box Rental $

 

INCOME TAX ORGANIZER (Part Four)
Your are invited to print out this organizer (there are six sections) and use it.  This will help you organize your tax information and make sure you don't miss any important deductions.  Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!
Business Income
General Information
Cash Basis Accrual Basis
First Year Taxpayer Spouse
Principle Business/Profession
Business Name
Business Address
City, State, Zip
Income
Gross Receipts or Sales $
Returns and Allowances $
Other Income $
Cost of Goods Sold - If Applicable
Inventory at Start of the Year $
Inventory at End of the Year $
Purchases $
Cost of Items for Personal Use $
Cost of Labor $
Materials and Supplies $
Other Costs $
Expenses
Advertising $
Car and Truck Expenses* $
Commissions $
Employee Benefit Programs $
Insurance (Other Than Health) $
Health Insurance Premiums for Self/Family $
Mortgage Interest (paid to banks, etc.) $
Other Interest $
Legal and Professional $
Office Expenses $
Pension and Profit Sharing Plans $
Rent - Vehicles, Machinery, and Equipment $
Rent - Other Business Property $
Repairs $
Supplies $
Taxes - Real Estate $
Taxes - Other $
Travel $
Meals and Entertainment $
Utilities $
Wages $
Other Expenses $
*Attach detailed schedule
Business Assets Bought/Sold/Traded
Description Date Acquired Cost Date Sold Sales Price
$ $
$ $
$ $
$ $
Did you have a home office during the year?

Yes  No

 Sq. ft. of Office Space: sq ft. Total Sq. ft. of Home: sq ft.
Home Office Expenses
Type of Expense Direct Amount Indirect Amount
Rent $ $
Utilities $ $
Insurance $ $
Janitorial $ $
Real Estate Taxes Paid $ $
Repairs and Maintenance $ $
Mortgage Interest $ $
Miscellaneous $ $
Other $ $
 
INCOME TAX ORGANIZER (Part Five)
Your are invited to print out this organizer (there are six sections) and use it.  This will help you organize your tax information and make sure you don't miss any important deductions.  Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!
Rental Income & Expenses
Check if property was purchased/converted to rental in the year.
Property Address
Property 1
Property 2
Property 3
Property Income/Expense Detail
Property 1 2 3
Income: Rents Received $ $ $
Expenses: Advertising $ $ $
Auto and Travel $ $ $
Cleaning/Maintenance $ $ $
Commissions $ $ $
Insurance $ $ $
Legal & Professional Fees $ $ $
Management Fees $ $ $
Mortgage Interest $ $ $
Other Interest $ $ $
Repairs and Maintenance $ $ $
Supplies $ $ $
Taxes $ $ $
Utilities $ $ $
Other: $ $ $
Adjustments To Income
Alimony Paid
Payee 
Amount $
Payee's Social Security #
Other Adjustments
IRA Deduction $
Keogh/SEP Deduction $
Penalty on Early Withdrawal of Savings $
Student Loan Interest Paid $
Student Name
Student Social Security #
Name of Institution
Estimated Tax Payments
Federal Date Paid Amount Paid
Overpayment - Prior Year $
1st Quarter - April $
2nd Quarter - June $
3rd Quarter - September $
4th Quarter - January $
State Date Paid Amount Paid
Overpayment - Prior Year $
1st Quarter - April $
2nd Quarter - June $
3rd Quarter - September $
4th Quarter - January $
Local Date Paid Amount Paid
Overpayment - Prior Year $
1st Quarter $
2nd Quarter $
3rd Quarter $
4th Quarter $
INCOME TAX ORGANIZER (Miscellaneous Questions)
Your are invited to print out this organizer (there are six sections) and use it.  This will help you organize your tax information and make sure you don't miss any important deductions.  Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!
Yes No  
Where there any births, adoptions, marriages, divorces, deaths in your immediate family or changes in dependents during the year?
Do you have any children under age 18 with interest and dividend income in excess of $850 or total investment income in excess of $1700?
Are any of your unmarried children, who might be claimed as dependents, 19 years of age or older?
Can you be claimed as a dependent on another person's tax return?
Did you or your spouse "rollover" a profit-share or retirement plan distribution into another plan?  if yes, enter amount $ , and attach Form 1099-R.
Did you or your spouse receive any disability income during the year? If yes, enter amount $ .
Did you purchase, sell, or refinance your principal home or your second home, or make a home equity loan during the year? If yes, please bring escrow papers and other relevant information.
Did you sell any stocks, bonds, or other investment property during the year? If yes, please list the description, date acquired, date sold, sales price, cost or basis, and expenses of sale.
Did you pay any household employee wages?
Did you use your car on the job (other than to and from work)?
Does anyone owe you money which has become uncollectible?
Did you incur moving expenses during the year due to a change of employment?
Did you or your spouse work out of town for part of the year?
Did you incur a loss because of damaged or stolen property?
Did you cash in any Series EE U.S. savings bonds issued after 1989?
Do you have any Series E Bonds issued prior to 1969?
Do you or your spouse want to allocate $3 to the Presidential Election Campaign Fund?
Did you have an interest in or signature over a bank or brokerage account in a foreign country, or were you a grantor of or transferrer to a foreign trust?
Did you receive an advanced payment (tax rebate) check from the IRS? If so, enter amount $ .
Were you audited by or did you receive any correspondence from either the Internal Revenue Service or the State taxing agency during the year?
Did you receive any K-1s from partnerships estates, trust, LLCs? If so, please attach.
Did you make gifts of more than $12,000 to any individual?
Did you sell real or personal property and will receive payments in a different year?
Did you participate in a medical savings account?
Did you pay for any child care expenses?
Did you pay for higher education expenses for yourself, spouse, or dependents?
Did you make any energy efficient improvements to your personal residence during the tax year?
Are you considering retirement in the next year?
Did you engage in any bartering transactions?
Do you have evidence to substantiate your charitable contributions?
Did you contribute to a retirement plan?
Did you make a non-deductible IRA contribution?
Do you own annuities?
Did you make contributions to a qualified tuition program? If yes, please provide statement.