Client Tax Organizer – Fill Out and Use This PDF

Client Tax Organizer – Fill Out and Use This PDF

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Client Tax Organizer – Fill Out and Use This PDF

The Client Tax Organizer form is a comprehensive tool designed for individuals preparing for their tax appointment. It guides users through the process of gathering necessary personal information, financial details, and any relevant changes over the tax year that may affect their tax situation. Completing this form in advance can help ensure a smoother and more efficient meeting with a tax preparer. To streamline your next tax preparation appointment, consider filling out the Client Tax Organizer by clicking the button below.

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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.

Question	Answer
Form Name	Client Tax Organizer
Form Length	6 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min 30 sec
Other names	tax organizer worksheet, and tax organizer, tax organizer 2020 pdf, tax organizer organize

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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

Spouse

Yes

	Marital Status
No		Married	Will file jointly
No		Married	Will file jointly
No		Single
No		Widow(er), Date of Spouse's Death

Yes

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

Protection

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

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?	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

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
						U for
	Amount		Date			Roth
	Amount		Date
Taxpayer
Spouse
Amounts withdrawn. Attach 1099-R & 5498
Plan		Reason for
Trustee		Withdrawal		Reinvested?
					Yes		No
					Yes		No
					Yes		No
					Yes		No
					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
Did you receive:
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

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
	Other	Disaster Losses
		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

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

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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Step 1: Click on the button "Get Form Here".

Step 2: So, you can start editing your what is tax organizer. The multifunctional toolbar is available to you - add, delete, alter, highlight, and conduct similar commands with the words and phrases in the document.

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

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.

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.

Step 4: You will need to generate as many duplicates of your form as you can to prevent future misunderstandings.

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