Tax Organizer Template - 2016 Page 3
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4Miscellaneous Deductions
Taxpayer & Spouse Combined
Investment Advisory Fee’s …………………………………………………………………….
Union and professional dues …………………………………………………………………
Professional subscriptions, books, supplies …………………………………………..
Uniforms and protective clothing (including cleaning) …………………………..
Taxpayer educator expenses …………………………………………………………………
Safe deposit box rental ………………………………………………………………………….
Gambling losses (to the extent of gambling income) …………………………….
Tax return preparation fees …………………………………………………………………..
Other expenses (list):
Estimated Tax Paid
Federal
State
Local
Date
Amount
Date
Amount
ID
Date
Amount
ID
April 2015
June 2015
Septemeber 2015
January 2016
Direct Deposit of Refund or ACH withdrawal
Yes
No
If you receive a refund would you like direct deposit? …………………………………………………………………………….
If you owe taxes would you like to automatically have it deducted from your bank account? ………………...
What type of account is this? …………………………………………………………………………………………… Checking
Savings
If YES, please provide a voided check (not a deposit slip) if your bank account information has changed below:
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Parent category: Financial