TAX ORGANIZER ONLINE FORMS

TAX ORGANIZER ONLINE FORM
( Please click all the items below and answer all applicable questions related to your filling)

Personal Information

SECTION l: Tax Personal Information is governed by IRC Section 6103 which protects the Privacy of all our clients.

* Indicates required field

Full Name: *

First

Last

Birthdate: *

Social Security Number *

Driver’s License #: *

Issue Date *

Expiration Date: *

Drivers License State: *

Phone Number: *

Occupation: *

Mailing or Street Address: *

Email Address: *

DEPENDENT INFORMATION (Please include all information for new dependents):

Full Name *

SSN / ITIN (if new) *

Birthdate *

Income (if > $4,200) *

Full Name *

SSN / ITIN (if new) *

Birthdate *

Income (if > $4,200) *

Full Name *

SSN / ITIN (if new) *

Birthdate *

Income (if > $4,200) *

Full Name *

SSN / ITIN (if new) *

Birthdate *

Income (if > $4,200) *

If there are more new dependents, please provide the same details as above. *

Please write complete details of your new dependent/s. Details same as above.

SUBMIT

TAX YEAR RETURN QUESTIONS ( PERSONAL)

SECTION ll: These series of questions are important for us to determine properly accounting and filling mythology.

NOTE:

All questions pertained to the previous tax year.
You can skip questions NOT applicable to you.

* Indicates required field

Name *

First

Last

Email *

Did your marital status change? *

Yes No

Can you or your spouse be claimed as a dependent by someone else? *

Yes No

Were you enrolled in the Health Insurance Marketplace? If yes, include Form 1095-A. *

Yes No

Were there any changes in dependents from the prior year? *

Yes No

Did you or your spouse pay for childcare while either of you worked? *

Yes No

Do you have any children under age 18 with unearned income greater than $1,100? *

Yes No

Do you have any children age 18 or older (or students aged 19-23) who did not provide more than half of their cost of support with unearned income greater than $1,100? *

Yes No

Did you or your spouse pay any student loan interest? *

Yes No

Did you, your spouse or your dependents incur any post-secondary education expenses, such as tuition? *

Yes No

Did you or your spouse make any gifts (including birthday, holiday, anniversary, graduation, etc.) with a total value in excess of $15,000 to an individual? *

Yes No

Did you or your spouse make any gifts of difficult-to-value assets (such as non-publicly traded stock) to any person regardless of value? *

Yes No

Did you or your spouse contribute to a Roth IRA, convert an existing IRA into a Roth IRA or roll any other distributions into a Roth IRA? *

Yes No

Did you or your spouse turn age 70 ½ and have money in an IRA or other retirement account without taking any distribution? (Note: Minimum distributions are not required in 2020 due to the CARES Act.) *

Yes No

If you are aged 70½ or more, did you initiate an IRA distribution directly from the IRA trustee to a church or qualified organization (which can be excluded from income)? *

Yes No

Did your address change? *

Yes No

If YES, please provide the new address. *

Did you or your spouse have an outstanding home equity loan at year-end? *

Yes No

If YES, please upload principal balance & interest rate at the beginning & end of the year *

Max file size: 20MB

Are you claiming a deduction for mortgage interest paid to a financial institution and someone else received the Form 1098? *

Yes No

Did you sell your home? *

Yes No

If YES, please provide digital copies of all closing documents and forms. Upload File *

Max file size: 20MB

Did you or your spouse perform any work outside of the U.S. or pay any foreign tax? *

Yes No

Did you or your spouse hold any money or securities in a foreign financial institution? *

Yes No

If YES, please provide W-2’s or wages support. Upload File *

Max file size: 20MB

Were you or your spouse notified by the Internal Revenue Service or other taxing authority of any changes in prior year returns? *

Yes No

Did you or your spouse sell, acquire, or exchange any virtual currencies? *

Yes No

If YES, please provide information regarding these activities. *

Max file size: 20MB

Choose Did you or your spouse receive an economic impact payment (stimulus)?One *

Yes No

If YES, how much? *

Did you, your spouse or your dependents receive an identity protection PIN from the IRS? *

Yes No

If YES, please include this information. *

SUBMIT

BUSINESS INFORMATION

SECTION lll: These series of questions are important for us to determine properly accounting and filling mythology.

NOTE:

All questions pertained to the previous tax year.
You can skip questions NOT applicable to you.

* Indicates required field

REGISTERED BUSINESS NAME *

Identification Number (EIN) for Business *

State Identification Number *

Address for Business *

What type of corporation you are (LLC, S Corp, C Corp, Partnership or Non Profit) *

Effective date of Corporation *

What type of business are you running *

Business Phone *

Business eMail Address *

Articles for Business
Officers for Corporation

Name of Officer - 1 *

Social Security Number *

Officers Address *

Percentage *

Percentage of time devoted to business.

Name of Officer - 2 *

Social Security Number *

Officers Address *

Percentage *

Percentage of time devoted to business.

Name of Officer - 3 *

Social Security Number *

Officers Address *

Percentage *

Percentage of time devoted to business.

Name of Officer - 4 *

Social Security Number *

Officers Address *

Percentage *

Percentage of time devoted to business.

If there are more OFFICERS. Please provide the same information the same as above. *

Submit

INCOME

SECTION lV: These series of questions are essential for us to determine properly accounting and filling mythology. Please click all types of personal income listed below, check, qualify and fill up online forms applicable to your tax filling.

NOTE:

All questions pertained to the previous tax year.
You can skip questions NOT applicable to you.

WAGES, SALARIES & TIPS
(Please include all W-2 forms; CLICK and fill out ONLY IF APPLICABLE)

* Indicates required field

Name *

First

Last

Employer Name *

Wages $ *

Federal Withheld $ *

State Withheld $ *

State *

Employer Name *

Wages $ *

Federal Withheld $ *

State Withheld $ *

State *

Employer Name *

Wages $ *

Federal Withheld $ *

State Withheld $ *

State *

If there are more Wages. Please provide the same information the same as above. *

Upload W-2 File *

Max file size: 20MB

Upload W-2 File/s *

Max file size: 20MB

Submit

SOCIAL SECURITY BENEFITS
(Please include all 1099’s; CLICK AND FILL OUT ONLY IF APPLICABLE)

* Indicates required field

Name *

First

Last

TAX PAYER

Gross Benefits Received $ *

Federal Withheld $ *

State Withheld $ *

Medicare Premiums $ *

SPOUSE

Gross Benefits Received $ *

Federal Withheld $ *

State Withheld $ *

Medicare Premiums $ *

PLEASE INCLUDE ALL 1099’S *

Max file size: 20MB

Submit

OTHER PERSONAL & BUSINESS INCOME FORMS

DEDUCTIONS

SECTION V: Please check all types of possible deductions allowed for personal tax return filling listed below. Check, qualify, then fill up, submit with supporting documents (if possible), using the online forms below dedicated for DEDUCTIONS.

* Indicates required field

Name *

First

Last

Expenses below and corresponding amount $ ( If there is any) *

Upload Supporting Documents ( if it is available) *

Max file size: 20MB

Submit

Possible Deductions Allowed for Personal Tax Return

➤ Form 1098 (Mortgage)
➤ Amount of State/Local income tax paid
➤ Real estate and personal property tax
➤ Vehicle sales tax paid
➤ HUD statement showing closing date of home purchase
➤ Charity (cash or non-cash contributions)
➤ Medical expenses (paid for insurance, doctors, dentist and hospital)
➤ Investment expenses
➤ Amount paid for previous year taxes being prepared
➤ Forms 1099-MISC (Subcontractor) expenses (Schedule C ONLY)

   ⇢ CAN NOT CLAIM WORK RELATED EXPENCES (NO W2 ONLY)
↳  Salary and Wages for employees
↳  Compensation of Officer
   ↳  Repairs and Maintenance
   ↳  Bad Debts o Rent
   ↳  Taxes and License
   ↳  Interest o Advertising
↳  Pension, profit sharing etc …
   ↳  Employee benefit program
   ↳  Meals and Entertainment
↳ Insurance Premiums
   ↳  Payroll Tax / State Income Tax
↳  Health Insurance
   ↳  Payroll Services
  ↳  Education
   ↳  Auto and Truck Expense
  ↳  Bank Charges
   ↳  Dues and Subscriptions
  ↳  Legal and Professional fees
   ↳  License and Permits
  ↳  Office Expense
   ↳  Office Supplies
  ↳  Postage
   ↳  Telephone
  ↳  Travel
➤ Vehicle Information if used for your own business (Schedule C)
↳ Total miles driven for the year
   ↳ Beginning/ending odometer readings
   ↳ Parking/tolls
   ↳ Receipts for gas, oil, car washes, licenses, personal property tax, lease/interest
➤ Childcare records
↳ Childcare name
↳ EIN o Address
↳ Phone number o Amount paid

EDUCATION

* Indicates required field

Name *

First

Last

STUDENT LOAN INTEREST EXPENSE

Payee Name *

Amount $ *

Upload Form 1098-E *

Max file size: 20MB

Upload Form 1098-T *

Max file size: 20MB

Other details listed below and corresponding amount $ *

Submit

Possible Deductions Allowed for Student Filling Tax Return

➤ Scholarships
➤ Books
➤ Room and Board
➤ Bills paid to institution

HEALTHCARE

* Indicates required field

Name *

First

Last

Upload Form 1095-A (Health Insurance Marketplace) *

Max file size: 20MB

Upload Form 1095-C (Employer-Provided Health Insurance) *

Max file size: 20MB

Upload Form 1095-B (Health coverage provider) *

Max file size: 20MB

Submit

RETURN DELIVERY & BANKING

SECTION Vl: Upon completion, how would you like to receive your tax return?

* Indicates required field

Name *

First

Last

Please include a preferable email address if electronic delivery is requested. *

Paper eMail Both

Email *

Would you like any refunds owed to you directly deposited? *

Yes No

If Yes

Name of Bank *

Routing Number *

Account Number: *

SUBMIT

ConFIRMATION / TAX PAYER SIGNATURE

SECTION Vll:

I (We) have submitted this information for the sole purpose of preparing my (our) tax return(s). Each item can be substantiated by receipts, canceled checks or other documents. This information is true, correct and complete to the best of my (our) knowledge.

* Indicates required field

Taxpayer Name: *

First

Last

Submitting your name using this form is submitting your signature as a tax payer asking us to prepare and file your tax return for the previous year, Thank you.

SSN / ITIN *

Spouse Name *

First

Last

SSN / ITIN *

SUBMIT

RESOURCES