TAX ORGANIZER ONLINE FORM
( Please click all the items below and answer all applicable questions related to your filling)
( 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.
TAX YEAR RETURN QUESTIONS ( PERSONAL)
BUSINESS INFORMATION
SECTION lll: These series of questions are important for us to determine properly accounting and filling mythology.
NOTE:
NOTE:
- All questions pertained to the previous tax year.
- You can skip questions NOT applicable to you.
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:
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)
(Please include all W-2 forms; CLICK and fill out ONLY IF APPLICABLE)
SOCIAL SECURITY BENEFITS
(Please include all 1099’s; CLICK AND FILL OUT ONLY IF APPLICABLE)
(Please include all 1099’s; CLICK AND FILL OUT ONLY IF APPLICABLE)
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.
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)
➤ 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
↳ 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
HEALTHCARE
RETURN DELIVERY & BANKING
SECTION Vl: Upon completion, how would you like to receive your tax return?
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.
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.
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