INCOME TAX GUIDE & ORGANIZER

This Organizer is provided to assist you in compiling the necessary information to prepare your tax return accurately, and to assure that all income, credits and allowable deductions are properly taken.

After submitting this information, a tax professional from Double D Tax Service will call you for a review.  If you have any questions, please feel free to contact us.  Our hours and phone numbers are on our Contact Us page.

All fields do NOT need to be filled in to submit this Organizer.  Please fill in the information that is pertinent to your Tax Return.  There is a Comment section at the end for any special notes or requests.


NOTE: WHEN FILLING OUT THIS FORM, USE THE TAB KEY TO MOVE FROM SPACE TO SPACE.  DO NOT USE THE ENTER/RETURN KEY, AS THIS WILL SUBMIT THE FORM BEFORE YOU ARE READY.


PERSONAL DATA
Taxpayer (or single) Information
Last name
First name and initial
Occupation
Phone (home)    Phone (work)    
Social Sec. NumberDate of birth


Spouse information
Last name
First name and initial
Occupation
Phone (home)    Phone (work)    
Social Sec. NumberDate of birth


Address Information
Mailing address
City, state and zip
Email address


Dependents
Name (first, initial, last)
D.O.B.S.S.N.Relationship
Name (first, initial, last)
D.O.B.S.S.N.Relationship
Name (first, initial, last)
D.O.B.S.S.N.Relationship
Name (first, initial, last)
D.O.B.S.S.N.Relationship



HEALTH INSURANCE
Did you have health insurance all year?
If no, who wasn't covered, and for how many months?


INCOME
Wages/Salaries/W-2 Forms
Employer EIN
Name of EmployerTaxable Wages
Taxes Withheld:  Fed TaxS.S.Medicare
          State Tax  Local Tax
Employer EIN
Name of EmployerTaxable Wages
Taxes Withheld:  Fed TaxS.S.Medicare
          State TaxLocal Tax
Employer EIN
Name of EmployerTaxable Wages
Taxes Withheld:  Fed TaxS.S.Medicare
                              State TaxLocal Tax


Self Employed Income/Expense
Business NameTaxpayer or Spouse?
Business Activity
Income:  Gross Receipts/SalesOther Income
Cost of Goods Sold:  Beginning of the Year InventoryEnd of the Year Inventory
                              Materials/SuppliesOther
Expenses:  AdvertisingBank ChargesMeals & Entertainment
     Commissions & Fees PaidDues & PublicationsInsurance (not auto)
     Interest ExpenseLaundry & CleaningLegal & Professional
     Office Supplies & PostageUtilities ExpenseRent (Business)
     Repairs & Maintenance SuppliesTelephone
     Other Expenses
Automobile Exp (Detail required)  Total Miles DrivenBusiness Miles
     Parking ExpenseOther
Travel (Out of Town)  Transportation (Air Fare)Lodging
     Cabs, Bus, RentalsOther
Large Equipment Purchases (Detail needed)  
     DescriptionDate
     Cost of Equipment


Rental Income/Expenses
Description of Property Location
Income: Rents ReceivedOther
Expenses: Real Estate TaxesMortgage InterestInsurance
     Cleaning/MaintenanceLandscapingRubbish Hauling/Trash
SuppliesUtilitiesWages/LaborManagement Fees
Homeowners Assoc. DuesTravel ExpenseTelephone
AdvertisingLegal & ProfessionalRepairsAuto Mileage #
Large Equipment Purchases (Detail Needed)
DescriptionDate
Cost of Equpment


Miscellaneous Income
Alimony (not Child Support)
Jury Duty
Tips/Gratuities (not reported on W-2)
Contest/Awards/Gambling Winnings(Attach 1099-MISC, W2G)
Pensions/Annuities/IRA(Furnish 1099-R Forms or Details)
Profit Sharing Distributions(Furnish 1099-R Form)
Unemployment Compensation(Attach 1099-G Form)
Other Misc Income  (please explain)


Interest Income
Name of PayerInterest AmountExempt
Name of PayerInterest AmountExempt


Dividend Income
Name of PayerOrdinary DividendCapital Gain
28% Rate GainNonTaxable?State Exempt?
Name of PayerOrdinary DividendCapital Gain
28% Rate GainNonTaxable?State Exempt?


Capital Gains and Losses
Description
Date AquiredDate SoldSale PriceCost or Basis
Description
Date AquiredDate SoldSale PriceCost or Basis


Social Security
Use amount reported in box 5 of Social Security Benefit Statement (SSA-1099)
Taxpayer Net Benefit
Spouse Net Benefit


Income Taxes Paid or Refunded
Balance paid on last year's return (or prior years)     
FederalStateLocal
Refunds received from last year's return (or prior years)
FederalStateLocal
Estimated Tax Paid If not paid by due dates, list actual dates paid.
1st Qtr (4/15)      FederalStateLocal
2nd Qtr (6/15)     FederalStateLocal
3rd Qtr (9/15)     FederalStateLocal
4th Qtr (1/15)     FederalStateLocal


ITEMIZED DEDUCTIONS
Medical
Doctors, Dentists, Clinics, Hospital (etc) expense
Other/Expense
Other/Expense
Other/Expense
Medical Mileage    Number of Miles


Taxes
Real Estate Taxes/Home (Do not include special assessments)
Personal Property Tax (if any)
Auto Licenses (not a deduction in all states)
Other/Expense


Interest
Mortgage Interest - Principal Residence        Interest Amount
Financial Institute
Points paid to acquire new mortgage (if not included above)
Home Equity Loan Interest (Form 1098)
Home Improvement Loan Interest (Form 1098)
Student Loan Interest
Details of Student Loan (who for, date of loan, purpose of loan)
Other Interest


Contributions
Cash Contributions — must have receipts for single donations of $250 or more
Cash Contribution to:Amount
Cash Contribution to:Amount
Cash Contribution to:Amount


Miscellaneous Deductions
Tax Preparation Fees
Safe Deposit Box
Union/Professional Dues
Business Gifts
Subscriptions & Trade Journals
Tools/Shoes/Glasses
Telephone - Business
Uniforms & Upkeep
Job Hunting Expenses
Second Job Mileage
IRA/Keogh Fund Fees
Investment Expense
Gambling Losses (limited to gambling winnings)
Alimony Paid
OtherAmount


Child and Dependent Care
Name & Address of Provider
SS or Fed ID NumberAmount Paid
Name & Address of Provider
SS or Fed ID NumberAmount Paid


Moving Expense
Miles from old home to old jobMiles from old home to new job
Cost to pack & ship household goods & personal items
Cost of travel & lodging from old to new residence (no meals)
Other Moving ExpensesAmount
Amount reimbursed by employer (if any)


Higher Education Expenses
1st Student - Name
Tuition Years 1 and 2
Tuition AFTER Years 1 and 2
Fees, Books, SuppliesRoom and Board
Amounts of any Grants or Scholarships
2nd Student - Name
Tuition Years 1 and 2
Tuition AFTER Years 1 and 2
Fees, Books, SuppliesRoom and Board
Amounts of any Grants or Scholarships
3rd Student - Name
Tuition Years 1 and 2
Tuition AFTER Years 1 and 2
Fees, Books, SuppliesRoom and Board
Amounts of any Grants or Scholarships


Job Related Expenses
Taxpayer          DescriptionAmount
                 DescriptionAmount
Spouse        DescriptionAmount
              DescriptionAmount


Comments

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Federal law requires that once a year I inform you of our Privacy Policy. While you have probably recieved similar notices from banks, brokers, credit card companies, etc. I am going to explain our policy in very simple, easy to understand English.
As you know, we collect certain personal information about you in order to prepaire your tax returns. The information is either provided by you or obtained by our office with your permission. I want you to know that we do not disclose any nonpublic information about you to anyone, except as permitted by law or with your permission. Access to your file is restricted to those employees of our firm who need to know that information in order to provide services to you. We are trained and required to safeguard your information. We maintain strict physical electronic, and procedural safeguards to protect your personal information. As required by law we will notify you annually regarding our Privacy Policy. Again, I want you to know just how much I appreciate the opportunity to work with you and on your behalf.

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