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. 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. Number Date of birth Spouse information Last name First name and initial Occupation Phone (home) Phone (work) Social Sec. Number Date 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 INCOME
Wages/Salaries/W-2 Forms Employer EIN Name of Employer Taxable Wages Taxes Withheld: Fed Tax S.S. Medicare State Tax Local Tax Employer EIN Name of Employer Taxable Wages Taxes Withheld: Fed Tax S.S. Medicare State Tax Local Tax Employer EIN Name of Employer Taxable Wages Taxes Withheld: Fed Tax S.S. Medicare State Tax Local Tax Self Employed Income/Expense
Business Name Taxpayer or Spouse? Business Activity Income: Gross Receipts/Sales Other Income Cost of Goods Sold: Beginning of the Year Inventory End of the Year Inventory Materials/Supplies Other Expenses: Advertising Bank Charges Meals & Entertainment Commissions & Fees Paid Dues & Publications Insurance (not auto) Interest Expense Laundry & Cleaning Legal & Professional Office Supplies & Postage Utilities Expense Rent (Business) Repairs & Maintenance Supplies Telephone Other Expenses Automobile Exp (Detail required) Total Miles Driven Business Miles Parking Expense Other Travel (Out of Town) Transportation (Air Fare) Lodging Cabs, Bus, Rentals Other Large Equipment Purchases (Detail needed) Description Date Cost of Equipment Rental Income/Expenses Description of Property Location Income: Rents Received Other Expenses: Real Estate Taxes Mortgage Interest Insurance Cleaning/Maintenance Landscaping Rubbish Hauling/Trash Supplies Utilities Wages/Labor Management Fees Homeowners Assoc. Dues Travel Expense Telephone Advertising Legal & Professional Repairs Auto Mileage # Large Equipment Purchases (Detail Needed) Description Date 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 Payer Interest Amount Exempt Name of Payer Interest Amount Exempt Dividend Income Name of Payer Ordinary Dividend Capital Gain 28% Rate Gain NonTaxable? State Exempt? Name of Payer Ordinary Dividend Capital Gain 28% Rate Gain NonTaxable? State Exempt? Capital Gains and Losses Description Date Aquired Date Sold Sale Price Cost or Basis Description Date Aquired Date Sold Sale Price Cost 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) Federal State Local Refunds received from last year's return (or prior years) Federal State Local Estimated Tax Paid If not paid by due dates, list actual dates paid. 1st Qtr (4/15) Federal State Local 2nd Qtr (6/15) Federal State Local 3rd Qtr (9/15) Federal State Local 4th Qtr (1/15) Federal State Local 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 Other Amount Child and Dependent Care Name & Address of Provider SS or Fed ID Number Amount Paid Name & Address of Provider SS or Fed ID Number Amount Paid Moving Expense Miles from old home to old job Miles 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 Expenses Amount 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, Supplies Room and Board Amounts of any Grants or Scholarships 2nd Student - Name Tuition Years 1 and 2 Tuition AFTER Years 1 and 2 Fees, Books, Supplies Room and Board Amounts of any Grants or Scholarships 3rd Student - Name Tuition Years 1 and 2 Tuition AFTER Years 1 and 2 Fees, Books, Supplies Room and Board Amounts of any Grants or Scholarships Job Related Expenses Taxpayer Description Amount Description Amount Spouse Description Amount Description Amount Comments
