Tax Organizer

Tax Organizer

Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided.

1. Personal Information
NameSoc. Sec. NoDate of BirthOccupationWork Phone
TaxpayerStephen Donovan65675757656Thursday, March 18, 1976Manager(432) 432-4324
SpouseGeraldine Scott6757656757657Wednesday, March 26, 1986Lawyer(768) 678-6876
Street Address
3562 Monroe Avenue		City
Tampa		State
Florida		Zip
33602		Home Phone
(465) 465-4564
Email
stephen@example.com
Will Jointly File
Yes
Item - Tax Organizer Image-1 0
No
Civil Status
Married
Single
Item - Tax Organizer Image-1 1
Widow(er)
TaxpayerSpouse
Blind
Yes
Item - Tax Organizer Image-1 2
No
Yes
Item - Tax Organizer Image-1 3
No
Yes
Item - Tax Organizer Image-1 4
No
Disabled
Yes
Item - Tax Organizer Image-1 5
No
Date of Spouse's Death
02/03/2021
Yes
Item - Tax Organizer Image-1 6
No
Pres. Campaign Fund
Yes
Item - Tax Organizer Image-1 7
No
2. Dependents (Children & Others)
Name (First, Last)RelationshipDate of BirthSoc. Sec. No.Months Lived With YouDisabledFull-Time StudentDependent's Gross IncomeID Protection PIN
Andew ParkerSon10/2/200112323432300NoNo1000012321
---------
---------
---------
---------

Please provide for your appointment
- Last year's tax return (new clients only) - All statements (W-2s, 1098s, 1099s, etc)
- Name and address label (from government booklet or card)

Please answer the following questions to determine maximum deductions

YesNo
9. Were there any births, deaths, marriages, divorces or adoptions in your immediate family?
-
10. Did you give a gift of more than $15,000?
-
11. Did you have any debts cancelled, forgiven, or refinanced?
-
12. Did you go through bankruptcy proceedings?
-
YesNo
1. Are you self-employed or do you receive hobby income?
2. Did you receive income from raising animals or crops?
3, Did you receive rent from real estate or other property?
4. Did you receive income from gravel, timber, minerals, oil, gas, copyrights, patents?
5. Did you withdraw or write checks from a mutual fund?
6. Do you have a foreign bank account, trust, or business?
7. Do you provide a home for or help support anyone not listed in Section 2 above?
8. Did you receive any correspondence from the IRS or State Department of Taxation?
13. (b) Was heat included?
-
14. Did you pay interest on a student loan for yourself, your spouse, or your dependent during the year?
-
15. Did you pay expenses for yourself, your spouse, or your dependent to attend classes beyond high school?
-
YesNo
19. Did you purchase a new alternative technology vehicle or electric vehicle?
20. Did you install any energy property to your residence such as solar water heaters, generators or fuel cells or energy efficient improvements such as exterior doors or windows, insulation, heat pumps, furnaces, central air conditioners or water heaters?
21. Did you own $50,000 or more in foreign financial assets?
YesNo
16. Did you have healthcare coverage (health insurance) for you, your spouse and dependents during this tax season? If yes, include Forms 1095-A, 1095-B, and 1095-C
-
18. Did you have any children under the age of 19 or 19 to 23 year old students with unearned income of more than $1100?
-
3. Wage, Salary Income
TaxpayerSpouse
22. Have you or your spouse been a victim of identity theft and given an identity theft protection PIN by the IRS? If yes, enter the six digit identity protection PIN number.
nono
Attach W-2s of Employer
pdf
EN-USDJPY-20170131-M.pdf
pdf
EmployerTaxpayerSpouse
500
-
-
-
-
-
-
-
-
-
-
-
-
-
5. Dividend Income
Attach 1099-DIV
pdf
47_EN-GBPUSD-20170131-M_1620.pdf
pdf
PayerOrdinaryCapital GainsNon-Taxable
ghj699100499
----
----
----
4. Interest Income
Attach 1099-INT, Form 1097-BTC & broker statements
Item - piggy-bank-1270926 640 8
piggy-bank-1270926_640.jpg
PayerAmount
5000-
500-
59-
500-
6. Partnership, Trust, Estate Income
Attach K-1
pdf
EN-GBPUSD-20170131-M.pdf
pdf
List payers of partnership, limited partnership, S-corporation, trust,or estate income
none
Tax ExemptAmount
100-
166-
7. Property Sold
PropertyDate AcquiredCost & Imp.
Personal Residence*9/1/20201000
Vacation Home8/2/20201000
Land6/4/20201000
Other8/22/20201000

* Provide information on improvements, prior sales of home, and cost of a new residence. Also see Section 17 (Job-Related Moving).

Attach 1099-R & 5498
pdf
EN-USDJPY-20170131-A.pdf
pdf
9. Pension, Annuity Income
8. I.R.A. (Individual Retirement Acct.)
Contributions for tax year income
AmountDateCheck for both
Taxpayer40002/21/2020
Spouse1991/1/2021
Reinvested?
.Reason for
Withdrawal		YesNo
90000Moving to another investment
-
----
----
----
Attach 1099-S and closing statements
pdf
EN-USDJPY-20170207-A.pdf
pdf
Amounts withdrawn
Plan
Trustee		Reason for
Withdrawal 		YesNo
1000Moving to another investment
2000Moving to another investment
200Moving to another investment
2000Moving to another investment

* Provide statements from employer or insurance company with information on cost of or contributions to plan.

Did you receive:

Tax Payer
Social Security BenefitsYes
Railroad RetirementNo
Spouse
10. Investments Sold
Stocks, Bonds, Mutual Funds, Gold, Silver, Partnership interest - Attach 1099-B & confirmation slips
InvestmentDate Acquired/SoldCostSale Price
test2/21/202010010000
test11/21/202010010000
test12/21/202010010000
test12/22/2020100010000
13. Taxes Paid (cont.)
11. Other Income
14. Interest Expense
List All Other Income (including non-taxable)
Alimony Received1000
Child Support1000
Scholarship (Grants)1000
Unemployment Compensation (repaid)1000
Prizes, Bonuses, Awards
Unreported Tips1000
Director / Executor's Fee
Commissions1000
Jury Duty 1000
Disability Income
Veteran's Pension
Payments from Prior Installment Sale1000
State Income Tax Refund1000
Economic Impact Payment 1 (First Stimulus Payment)1000
Economic Impact Payment 2 (Second Stimulus Payment)1000
Mortgage interest paid 332
Interest paid to individual for your home (include amortization schedule23423
Paid To:
NameMichelle David
Address1 rainbow street, florida
Soc. Sec. No.
Investment Interest455
Premiums paid or accrued for qualified mortgage insurance66
15. Casualty/Theft Loss

For property damaged by storm, water, fire, accident, or stolen.

Location of Property
203 Gordon Street, Sun City, California
Description of Property
a 500 square feet, 2 storey 4 bedroom house, with 5 car garage

Gambling, Lottery (expenses: 299)

30000
Otherpersonal property auction30000
Other
OtherFederally Declared
Disaster Losses
Amount of Damage2003000
Insurance Reimbursement100
Repair Costs
Federal Grants Received
12. Medical/Dental Expenses
medical and dental expenses
Medical Insurance Premiums (paid by you)299
Prescription Drugs300
Insulin400
Glasses, Contacts400
Hearing Aids, Batteries
Braces
Medical Equipment, Supplies
Nursing Care
Medical Therapy
Hospital 444
Doctor/Dental/Orthodontist
Mileage (no. of miles)
16. Charitable Contributions
Amount
Church1000
United Way1000
Scouts
Telethons
University, Public TV/Radio200
Heart, Lung, Cancer, etc.300
Wildlife Fund100
Salvation Army, Goodwill100
13. Taxes Paid
Real Property Tax (attach bills)363
Personal Property Tax369
16. Charitable Contributions
$4.20
Volunteer (no. of miles @ .14)
30
17. Child & Other Dependent Care Expenses

Also complete this section if you receive dependent care benefits from your employer

18. Job-Related Moving Expenses
19. Employment Related Expenses That You Paid (Not self-employed) (cont.)
✓ if you are a member of the Armed Forces on active duty and moving due to a permanent change of station due to a military order
Item - Tax Organizer Image-1 9
Yes
Rent2323
Insurance23
Utilities88
Maintenance39
Date of Move
Thursday, April 8, 2021
Move Household Goods 1000
Lodging During Move 200
Travel to New Home (no. of miles)100
20. Investment-Related Expenses State use only
Tax Preparation Fee49
Safe Deposit Box Rental23
Mutual Fund Fee23
Investment Counselor232
Other23
19. Employment Related Expenses That You Paid (Not self-employed)
Dues - Union, Professional19
Books, Subscriptions, Supplies393
Licenses Repairs 33323
Tools, Equipment, Safety Equipment333
Uniforms (include cleaning)4434
Sales Expense, Gifts324
Tuition, Books (work related)33
Entertainment 23
21. Business Mileage
Do you have written records?
Yes
Item - Tax Organizer Image-1 10
No
Did you sell or trade in a car used for business?
Yes
Item - Tax Organizer Image-1 11
No

Office in home (In Square Feet)

Total home
300
Office
23
Storage
232
24. Estimated Tax Paid
21. Business Mileage
Due Date Date Paid Federal State
04/20/20203000100300
----
----
----
Make/Year Vehicle2001
Date purchased2002
Total miles (personal & business)30000
Business miles (not to and from work)1000
From first to second job300
Education (one way, work to school)3030
Job Seeking300
Other Business100
Round Trip commuting distance400
Gas, Oil, Lubrication400
Batteries, Tires, etc.100
Repairs300
Wash50
Insurance1000
Interest10
Lease payments399
Garage Rent
25. Other Deductions
Alimony paid to
Andrea Mitchel
Social Sec. No.
239239
Soc. Sec. Deductions Amount
$ 1,000.00
Student Interest Paid
$ 10,000.00
Archer Medical Savings Acct. Contributions
$ 3,003.00
26. Education Expenses
Student's Name Type of Expense Amount
Jonathan MitchelSchool Fees1000
--
---
---
---
---
22. Business Travel
If you are not reimbursed for exact amount, give total expenses.
Airfare, Train, etc.100
Lodging30
Taxi, Car Rental100
Meals (no. of days)
23
199
27. Questions, Comments, & Other Information
No additional information.
Other399
Reimbursement Received30
23. COVID-19
Were you, your spouse, or a dependent diagnosed with COVID-19? No
Did you experience adverse financial consequences as a result of you, your spouse, or other members of your household being quarantined, furloughed or laid off, experienced a reduction of work hours, or unable to work due to a lack of childcare?No

Residence:

Town
Gelderland
County
Swimsun
Village
Goldsun
School District
Animal District
City
South City
28. Direct Deposit of Refund / or Savings Bond Purchases
Would you like to have your refund(s) directly deposited into your account?
Yes
Item - Tax Organizer Image-1 12
No

(The IRS will allow you to deposit your federal tax refund into up to three
different accounts. If so, please provide the following information.)

ACCOUNT 1

Owner of account
Item - Tax Organizer Image-1 13
Taxpayer
Spouse
Both
Type of account
Checking
Traditional Savings
Item - Tax Organizer Image-1 14
Traditional IRA
Roth IRA
Treasury Direct
Archer MSA Savings
Coverdell Education Savings
HSA Savings
SEP IRA
Name of financial institution
Industrial Bank
Financial Institution Routing Transit Number (if known)
303
Your account number
2309409

ACCOUNT 2

Owner of account
Taxpayer
Item - Tax Organizer Image-1 15
Spouse
Both
Type of account
Checking
Traditional Savings
Traditional IRA
Roth IRA
Item - Tax Organizer Image-1 16
Treasury Direct
Archer MSA Savings
Coverdell Education Savings
HSA Savings
SEP IRA
Name of financial institution
General Bank of California
Financial Institution Routing Transit Number (if known)
444
Your account number
292039

ACCOUNT 3

Owner of account
Taxpayer
Spouse
Item - Tax Organizer Image-1 17
Both
Type of account
Item - Tax Organizer Image-1 18
Checking
Traditional Savings
Traditional IRA
Roth IRA
Treasury Direct
Archer MSA Savings
Coverdell Education Savings
HSA Savings
SEP IRA
Name of financial institution
Metropolis Bank
Financial Institution Routing Transit Number (if known)
55
Your account number
23902309203

Would you like to purchase Series I Savings bonds with a portion of your refund? If so, please answer the following:

Amount used for bond purchases for yourself (and spouse if filing jointly).
499
Amount used to buy bonds for someone else (or yourself only or spouse only if filing jointly).
299
Owner's name Co-owner or Beneficiary's name if applicableX if name is for a beneficiaryBond purchase Amount
Noni Chan--40000
----
----

To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records.

Taxpayer
Item - signature 19
Date
03/31/2021
About this template
Tax organizers are used by CPAs, accountants, and those in the finance industry for the purpose of preparing a tax return for their clients. Tax organizers vary in length. Sometimes, it reaches more than 50 pages. Specifically, a tax organizer's purpose is for the accountant or any tax preparer to obtain some proper background detail from the taxpayer about his or her financial activities in order to have a proper tax return prepared. This acts as a checklist and a questionnaire in order to gather information about pertinent tax items so that a proper return is to be filed.

This Tax Organizer PDF template showcases the capacity of Jotform in automating the PDF creation of your tax organizer. It displays the information of the taxpayer as such information collected through the form that comes with the PDF template. You may customize the template such as changing colors, layout, add or remove field elements. Switch your tax organizing process to digital and take advantage of digitizing features of the process such as eliminating paper waste due to erroneous entries, reducing the cost of purchases of paper and printing. Get this Tax Organizer PDF Template to your Jotform account.

Categories
Details
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Created by
StevenGreenwood
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