Client Tax Organizer PDF Details

The annual ritual of tax preparation involves not just numbers and receipts; it requires organization, foresight, and a bit of guidance. At the forefront of this preparatory stage is the Client Tax Organizer form, a comprehensive tool designed to streamline the process of gathering and presenting all pertinent tax-related information before meeting with a tax professional. Aimed at enhancing accuracy and maximizing deductions, this organizer prompts individuals to compile personal data, dependent details, income sources, and a vast array of deductible expenses as well as tax payments made throughout the year. It also addresses unique situations such as changes in family status, self-employment income, foreign assets, and specific expenditures that might affect tax obligations. Equally important, the form serves as a checklist for documents required for a thorough tax filing, including previous year's returns, various income statements, and pertinent personal identification details. By meticulously addressing each section—from income and investments to deductions and credits—the Client Tax Organizer not only assists taxpayers in being well-prepared but also plays a crucial role in navigating the complexities of tax laws to ensure that every eligible benefit is captured.

QuestionAnswer
Form NameClient Tax Organizer
Form Length6 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 30 sec
Other namestax organizer worksheet, and tax organizer, tax organizer 2020 pdf, tax organizer organize

Form Preview Example

Client Tax Organizer

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

1. Personal Information

 

Name

Soc. Sec. No.

Date of Birth

 

Occupation

Work Phone

 

 

 

 

 

 

 

 

 

Taxpayer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street Address

City

 

State

 

ZIP

Home Phone

 

 

 

 

 

 

 

 

 

Email Address

Blind

Disabled

Pres. Campaign Fund

Taxpayer

Yes

Yes

Yes

No

No

No

Spouse

Yes

Yes

Yes

 

Marital Status

 

No

 

 

Married

Will file jointly

 

 

No

 

 

Single

 

No

 

 

Widow(er), Date of Spouse's Death

Yes

No

2. Dependents (Children & Others)

Name

(First, Last)

Relationship

Date of

Birth

Social

Security

Number

Months

Lived

With

You

Disabled

Full

Time

Student

Dependent's

Gross

Income

ID

Protection

PIN

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

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?

Yes*

Yes*

Yes*

Yes*

Yes

Yes

Yes

Yes

No

No

No

No

No

No

No

No

9.Were there any births, deaths, marriages, divorces or adoptions in your immediate family?

10.Did you give a gift of more than $14,000 to one or more people?

11.Did you have any debts cancelled, forgiven, or refinanced?

12.Did you go through bankruptcy proceedings?

13.(a) If you paid rent, how much did you pay?

(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?

 

Yes

No

 

Yes

No

 

Yes

No

 

Yes

No

 

 

 

 

 

 

 

 

 

Yes

No

 

Yes

No

 

Yes

No

CTORG01 01-20-17

* Contact us for further instructions

16. Did you have healthcare coverage (health

 

 

 

 

insurance) for you, your spouse and

 

 

 

 

dependents during this tax season? If yes,

 

Yes

 

No

include Forms 1095-A, 1095-B, and 1095-C.

 

 

 

 

17.Did you apply for an exemption through the Marketplace /Exchange? If so, provide the exemption certificate number.

18.Did you have any children under the age of

19 or 19 to 23 year old students with

 

Yes

 

No

unearned income of more than $1050?

 

 

 

 

 

 

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?

Yes

Yes

Yes

No

No

No

3. Wage, Salary Income

Attach W-2s:

 

Employer

Taxpayer Spouse

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.

TaxpayerSpouse

4. Interest Income

Attach

1099-INT, Form 1097-BTC & broker statements

Payer

Amount

Tax Exempt

5. Dividend Income

From Mutual Funds & Stocks - Attach 1099-DIV

 

 

 

Capital

Non-

Payer

Ordinary

Gains

Taxable

7. Property Sold

Attach 1099-S and closing statements

Property

Date Acquired

Cost & Imp.

 

 

 

Personal Residence*

 

 

Vacation Home

 

 

Land

 

 

Other

 

 

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

8. I.R.A. (Individual Retirement Acct.)

Contributions for tax year income

 

 

 

 

U for

 

 

 

 

 

 

 

 

 

Amount

Date

Roth

 

 

 

Taxpayer

 

 

 

 

 

 

 

 

 

Spouse

 

 

 

 

 

 

 

 

 

Amounts withdrawn. Attach 1099-R & 5498

 

 

 

 

 

 

Plan

 

Reason for

 

 

 

 

 

 

Trustee

 

Withdrawal

 

 

Reinvested?

 

 

 

 

 

 

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9. Pension, Annuity Income

6. Partnership, Trust, Estate Income

List payers of partnership, limited partnership, S-corporation, trust, or estate income - Attach K-1

CTORG02 01-20-17

Attach 1099-R

Reason for

Payer*

Withdrawal

 

 

 

 

 

 

 

 

 

 

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

Did you receive:

 

Taxpayer

 

 

 

 

 

Social Security Benefits

 

Yes

 

No

Railroad Retirement

 

Yes

 

No

Attach SSA 1099, RRB 1099

 

 

 

 

Reinvested?

Yes

 

No

Yes

 

No

Yes

 

No

Yes

 

No

Spouse

 

 

 

 

Yes

 

No

Yes

 

No

10. Investments Sold

Stocks, Bonds, Mutual Funds, Gold, Silver, Partnership interest - Attach 1099-B & confirmation slips

Investment

 

 

Date Acquired/Sold

Cost

Sale Price

 

 

 

 

 

 

 

/

 

 

 

 

 

 

 

 

 

/

 

 

 

 

 

 

 

 

 

/

 

 

 

 

 

 

 

 

 

/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11. Other Income

List All Other Income (including non-taxable)

Alimony Received Child Support Scholarship (Grants)

Unemployment Compensation (repaid) Prizes, Bonuses, Awards

Gambling, Lottery (expenses) Unreported Tips

Director / Executor's Fee Commissions

Jury Duty

Worker's Compensation Disability Income Veteran's Pension

Payments from Prior Installment Sale State Income Tax Refund

Other

Other

12. Medical/Dental Expenses

Medical Insurance Premiums (paid by you)

Prescription Drugs Insulin Glasses, Contacts Hearing Aids, Batteries Braces

Medical Equipment, Supplies Nursing Care

Medical Therapy Hospital Doctor/Dental/Orthodontist Mileage (no. of miles)

13. Taxes Paid

Real Property Tax (attach bills)

Personal Property Tax

Other

14. Interest Expense

Mortgage interest paid (attach 1098) Interest paid to individual for your home (include amortization schedule)

Paid to: Name Address

Social Security No.

Investment Interest

Premiums paid or accrued for qualified mortgage insurance

15. Casualty/Theft Loss

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

Description of Property

Other

Federally Declared

Disaster Losses

 

Amount of Damage

Insurance Reimbursement

Repair Costs

Federal Grants Received

16. Charitable Contributions

Other

Church

United Way

Scouts

Telethons

University, Public TV/Radio

Heart, Lung, Cancer, etc.

Wildlife Fund

Salvation Army, Goodwill

Other

Non-Cash

Volunteer (no. of miles)

 

@ .14

$0.00

CTORG03 01-20-17

17. Child & Other Dependent Care Expenses

Name of Care Provider

Address

Soc. Sec. No. or

Employer ID

Amount

Paid

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

18. Job-Related Moving Expenses

Date of move

Move Household Goods

Lodging During Move

Travel to New Home (no. of miles)

19.Employment Related Expenses That You Paid (Not self-employed)

Dues - Union, Professional Books, Subscriptions, Supplies Licenses

Tools, Equipment, Safety Equipment Uniforms (include cleaning)

Sales Expense, Gifts Tuition, Books (work related) Entertainment

Office in home:

In Square a) Total home

Feet b) Office c) Storage

Rent Insurance Utilities Maintenance

20. Investment-Related Expenses

Tax Preparation Fee

Safe Deposit Box Rental

Mutual Fund Fee

Investment Counselor

Other

21. Business Mileage

Do you have written records?

 

Yes

 

No

Did you sell or trade in a car used

 

 

 

 

for business?

 

Yes

 

No

If yes, attach a copy of purchase agreement

 

 

 

 

Make/Year Vehicle

 

 

 

 

 

Date purchased

 

 

 

 

Total miles (personal & business)

 

 

 

 

Business miles (not to and from work)

 

 

 

 

From first to second job

 

 

 

 

Education (one way, work to school)

 

 

 

 

Job Seeking

 

 

 

 

Other Business

 

 

 

 

Round Trip commuting distance

 

 

 

 

Gas, Oil, Lubrication

 

 

 

 

Batteries, Tires, etc.

 

 

 

 

Repairs

 

 

 

 

Wash

 

 

 

 

Insurance

 

 

 

 

Interest

 

 

 

 

Lease payments

 

 

 

 

Garage Rent

 

 

 

 

22. Business Travel

If you are not reimbursed for exact amount, give total expenses.

Airfare, Train, etc.

Lodging

Meals (no. of days )

Taxi, Car Rental

Other

Reimbursement Received

CTORG04 01-20-17

23. Estimated Tax Paid

Due Date

Date Paid

Federal

State

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24. Other Deductions

Alimony Paid to

 

 

 

 

 

Social Security No.

 

 

$

 

Student Interest Paid

$

 

Health Savings Account Contributions

$

 

Archer Medical Savings Acct. Contributions

$

 

 

 

 

 

 

 

25. Education Expenses

Student's Name

Type of Expense

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

26. Questions, Comments, & Other Information

Residence:

 

 

 

 

Town

 

 

County

 

Village

 

 

School District

 

City

 

 

 

 

 

 

 

 

 

 

 

 

27. Direct Deposit of Refund / or Savings Bond Purchases

Would you like to have your refund(s) directly deposited into your account?

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

Yes

No

ACCOUNT 1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner of account

 

 

 

 

 

 

 

 

Taxpayer

Spouse

Joint

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Type of account

MyRA

 

Checking

 

Traditional Savings

 

 

Traditional IRA

 

Roth IRA

Name of financial institution

 

 

Archer MSA Savings

 

Coverdell Education Savings

 

 

HSA Savings

 

SEP IRA

 

 

 

 

 

 

 

 

 

 

 

 

 

Financial Institution Routing Transit Number (if known)

 

 

 

 

 

 

 

 

 

 

Your account number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ACCOUNT 2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner of account

 

 

 

 

 

 

 

 

Taxpayer

Spouse

Joint

 

 

 

 

 

 

 

 

 

 

 

 

 

Type of account

MyRA

 

Checking

 

Traditional Savings

 

 

Traditional IRA

 

Roth IRA

 

 

 

 

Archer MSA Savings

 

Coverdell Education Savings

 

 

HSA Savings

 

SEP IRA

Name of financial institution

Financial Institution Routing Transit Number (if known)

Your account number

CTORG05 01-20-17

ACCOUNT 3 Owner of account Type of account

MyRA

Checking

Archer MSA Savings

 

 

 

Taxpayer

 

Spouse

 

 

 

 

 

 

 

Traditional Savings

 

 

Traditional IRA

 

Coverdell Education Savings

 

 

HSA Savings

 

Joint

Roth IRA SEP IRA

Name of financial institution

Financial Institution Routing Transit Number (if known)

Your account number

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).

 

 

 

 

 

Amount used to buy bonds for someone else (or yourself only or spouse only if filing jointly).

 

 

 

 

 

 

 

 

Owner's name

Co-owner or Beneficiary's

X if name is for

Bond purchase Amount

 

name if applicable

a beneficiary

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Date

Spouse

Date

CTORG06 01-20-17

How to Edit Client Tax Organizer Online for Free

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Make sure you provide the following information to fill out the what is tax organizer PDF:

filling out client tax letter part 1

Make sure you submit your data inside the part Please provide for your appointment, Last years tax return new clients, All statements Ws s s etc, Please answer the following, Are you selfemployed or do you, receive hobby income, Did you receive income from, Did you receive rent from real, Did you receive income from, gravel timber minerals oil gas, Did you withdraw or write, checks from a mutual fund, Do you have a foreign bank, Do you provide a home for or, and help support anyone not listed in.

Please provide for your appointment, Last years tax return new clients, All statements Ws s s etc, Please answer the following, Are you selfemployed or do you, receive hobby income, Did you receive income from, Did you receive rent from real, Did you receive income from, gravel timber minerals oil gas, Did you withdraw or write, checks from a mutual fund, Do you have a foreign bank, Do you provide a home for or, and help support anyone not listed in in client tax letter

Type in the significant particulars since you are on the Did you have healthcare coverage, Yes, Did you apply for an exemption, Exchange If so provide the, Did you have any children under, or to year old students with, Wage Salary Income, Attach Ws Employer, Did you purchase a new alternative, technology vehicle or electric, Yes, Did you install any energy, Yes, Yes, and Yes field.

part 3 to filling out client tax letter

It is essential to describe the rights and responsibilities of every party in section Attach INT Form BTC broker, Amount, IRA Individual Retirement Acct, Contributions for tax year income, Amount, Date, U for Roth, Tax Exempt, Dividend Income, From Mutual Funds Stocks Attach, Payer, Ordinary, Capital Gains, Non Taxable, and Taxpayer Spouse.

stage 4 to entering details in client tax letter

Finish by looking at the following areas and filling them in as required: company with information on cost, CTORG, Attach SSA RRB, Did you receive, Taxpayer, Spouse, Social Security Benefits, Railroad Retirement, Yes, Yes, Yes, and Yes.

client tax letter company with information on cost, CTORG, Attach SSA  RRB, Did you receive, Taxpayer, Spouse, Social Security Benefits, Railroad Retirement, Yes, Yes, Yes, and Yes fields to fill out

Step 3: Hit the "Done" button. So now, it is possible to transfer your PDF file - download it to your electronic device or deliver it by means of electronic mail.

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