Tax Organizer Template - 2008
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3AZZARA TAX SERVICE
5709 SOUTH REMINGTON PLACE STE 111
SIOUX FALLS, SD 57108-5157
TAX ORGANIZER
Telephone: (605) 335-4983
Fax: (605)335-4986
Taxpayer Information
Spouse Information
Last Name…….
Last Name….
First Name…….
First Name….
Middle Initial……
Suffix….
Suffix….
Middle Initial..
Social Security Number…..
Social Security Number…...
..
Occupation…….
Occupation….
Work Phone…..
Ext..________ Work Phone.
..
Cell Phone…….
Cell Phone….
E-mail Address.……….……
E-mail Address..
Date of Birth…………………………….
Date of Birth..……….………
Address………..
Apartment #..
City…………….
State….
Zip Code…
Home Phone…..
Fax Number…
Did everyone listed on the tax return have health insurance for the entire year? _________________
Dependent Information
First Name
MI
Social Security Number
Date
Months Lived
Child Care
Last Name
Suffix
Relationship
of Birth
w/Taxpayer
Expense
Child and Dependent Care Provider Expenses
Name
Address
ID Number
Amount Paid
Education Tuition and Fees
Attach all Form 1098-T's and a list of your qualified education expenses.
Student Loan Interest Paid
Enter total qualified student loan interest……………………………………………
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Parent category: Financial