Tax Organizer Template For 2015 Page 2
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2RENTAL INCOME
SCH A - DEDUCTIONS
HEALTH SAVINGS ACCOUNT - 1099SA
Type of Property and Address (List each property separately)
Amount
MEDICAL
Self
Yes
No
Doctors, Dentists, etc.
Mileage
Amount Paid
(a)
Family
Yes
No
(b)
(c)
Amount
(d)
1099-SA
RENTAL EXPENSES
(a)
(b)
(c)
(d)
Amount
EDUCATION CREDIT EXPENSES
Amount Paid
Advertising
Tuition Paid
Auto & Travel
Fees Paid
Cleaning & Maintenance
Books
Commissions
Student Loan Interest Paid
Total
Insurance
Total Medical Miles
Legal and other professional fees
HAVE - 1098T REQUIRED
Management fees
Drugs and Medications
Mortgage interest paid to banks
Hospital / Health Insurance Paid
Other interest
$
Miles to Old Job__________
TAXES
MOVING EXPENSES
Pest control
Miles to New Job_________
Amount Paid
Amount Paid
Repairs
State Income Tax
Expenses for Moving Household Goods
Real Estate Tax
Supplies
Travel from Old to New Residence
Personal Property Tax
Taxes
Lodging from Old to New Residence
Sales Tax, Vehicle, Boat, Home
Other (List)
Utilities
Sales Tax - New Vehicle
Other (list)
Make and Model
TOTAL
Purchase Price
Amount reimbursed by employer
CHILD CARE CREDIT
INTEREST
Amount Paid
Name of Qualifying Person
Date of Birth
Relationship
Length of Time Lived with You
Home Mortgage Interest - Financial Institutions
Home Mortgage Interest - Individuals
OVER ROAD TRUCKERS AND OUTSIDE SALES PERSONS
ID# or SS#
Relationship (if Any)
From
To
Paid
Other (List)
Person or Organization Caring for Child
Days Out
Name and Address
Qualified Mortgage Insurance Premiums
TRAVEL
Student Loans
Number of Business Miles Traveled
Total Miles Driven this Year
Service Stations, Markets, Various Stores, Self Employeed, Over Road Truckers, Hair Salons, Car Sales, etc.
Make of Vehicle
Year Purchased
CONTRIBUTIONS
Amount Paid
OFFICE IN HOME
SCH C - Profit or Loss from Business - 1099 MISC.
Church
(Sole Proprietorship) (Owner Operator)
Square Feet in Office
Amount
BUSINESS INCOME AND EXPENSES
BUSINESS EXPENSES
Goodwill Industries
(What you Paid Out)
COPE
Advertising
Name of Business
Red Cross
Car and truck expenses
or actual
EMPLOYEE BUSINESS EXPENSE
Federal ID #
Amount Paid
KARM
Commissioned Fees
BUSINESS SALES AND INCOME
Fares for airplane, boat, bus, taxi, etc.
Amount
Other (List)
Insurance
Meals & Tips
Gross Receipts from Business (Money you took in)
Interest mortgage (paid to banks, etc.)
Lodging
Return and Allowances
Interest - Paid to Others
Laundry
Inventory on Hand - Beginning of Year
Legal, Accounting, Tax Service
Other (List)
Merchandise Purchased for Resale
Charitable Miles Traveled
Office Expenses
Inventory on Hand - End of Year
Rent or Lease of Land & Buildings
Rent Vehicles, Machinery, and Equipment
Repairs and Maintenance
EQUIPMENT PURCHASED
Amount
Supplies
MISCELLANEOUS DEDUCTIONS
Amount Paid
Total
Taxes and Licenses
Union Dues
Amount reimbursed to you
Travel
Doby
Grand Total
Meals and Entertainment
Assessments
Utilities, Telephone, Cell phone
Books, Publications and Subscriptions
Wages
Tax Return Preparation Fee
TEACHERS
Other Expenses (List type and amount)
HEALTH INSURANCE PAID
Employment Firm Fees
Classroom Supplies
TOTAL BUSINESS EXPENSES
Uniforms
Professional Education
Safe Deposit Box
Other (List)
Teachers Supplies
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