Tax Organizer Template - 2015 Income Tax Return Page 4
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7Tax Questionnaire
Additional Instructions
Cash Donations
Yes
No
If yes, provide a list of charitable organization(s) and amount
donated.
Non-cash donations
Yes
No
If yes, provide a list of charitable organization(s), description of
donation, and amount donated.
Safe Deposit Box Rental
Yes
No
If yes, provide rental fee amount.
Fee
Union and Professional
Yes
No
If yes, provide receipt(s) or proof of payment.
Dues
Uniform and Protective
Yes
No
If yes, provide receipt(s) or proof of payment.
Clothing
Employment Related
Yes
No
If yes, provide a list of purchases with amount paid.
Expenses
(Not Reimbursed)
Job Search Costs
Yes
No
If yes, provide receipt(s) or proof of payment.
Child Care Expense
Yes
No
If yes, provide daycare providers name, address, SSN or EIN, and
amount.
Name
Address
SSN or EIN
$
Amount
Energy Efficient Home
Yes
No
If yes, provide receipt(s).
Improvements
Tuition Payments
Yes
No
If yes, provide Form(s) 1098-T and amounts spent on books,
supplies, and equipment needed for a course of study.
Rental Expense
Yes
No
If yes, provide total rent paid and number of months.
(Personal, not Business)
Purchase a Residence
Yes
No
If yes, provide closing statement.
Refinance Mortgage
Yes
No
If yes, provide closing statement.
Received First Time
Yes
No
If yes, provide closing statement.
Homebuyer Credit in a
Prior Year
Any other expense(s)
Yes
No
If yes, provide receipt(s).
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