2015 Income Tax Organizer Template
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2201 5 INCOME TAX ORGANIZER
Taxpayer’s Name
Social Security Number
Spouse’s Name
Social Security Number
Taxpayer’s Occupation
Date of Birth (D.O.B.)
Blind?
Spouse’s Occupation
Date of Birth (D.O.B.)
Blind?
Address
e-mail address
City
State
Zip
Home Phone
Work Phone
DEPENDENT CHILDREN (who lived with you more than 6 months)
1) Name
Social Security No.
D.O.B.
2) Name
Social Security No.
D.O.B.
3) Name
Social Security No.
D.O.B.
4) Name
Social Security No.
D.O.B.
OTHER DEPENDENTS
Support by depen-
1) Name
Social Security
Relationship
Income
Time at home
Support by you
dent & others
Support by depen-
2) Name
Social Security
Relationship
Income
Time at home
Support by you
dent & others
THINGS
❏
❏
Last Year’s Tax Return (if new client)
Property Tax Statements
TO BRING
❏
❏
W-2 Forms for Wages
IRA Year-end Statements
:
❏
❏
1099-R for Retirement
1098 - Mortgage Interest, Tuition, Contributions
(if applicable)
❏
❏
1099s for Interest, Dividends, and Other Income
❏
✓
Closing Papers for Purchases & Sales,
including purchase and sale dates & amounts
❏
K-1s from Partnerships, Corporations or Estates
❏
❏
Social Security Benefits Statement
All Other Statements Showing Income
❏
❏
Voided Check for Direct Deposit
Last Pay Stub of the Year
❏
❏
Proof of Health Insurance
Statements of any Foreign Accounts/Assets
RENTAL/SELF-EMPLOYMENT/FARMING
OTHER INCOME
♦
INCOME & EXPENSE
★ Wages (Forms W-2) ....................... _____________
★ Interest (Forms 1099) ..................... _____________
Total Received: $ __________.____
★ Dividends (Forms 1099).................. _____________
Taxes .................... _____________
Expenses:
Utilities................... _____________
Tips ............................................... _____________
Interest .................. _____________
♦ Child Care...................................... _____________
Insurance............... _____________
★
_____________
Pensions/Annuities/Roth Conversions ...
Repairs.................. _____________
Jury Duty ....................................... _____________
Supplies................. _____________
★ Gambling Winnings ........................ _____________
Equipment ............. _____________
★ Unemployment (1099-G)................. _____________
Advertising............. _____________
Alimony Received........................... _____________
Other ..................... _____________
★ Prizes (1099-Misc.)......................... _____________
Business Mileage (on back)
★ Debt Cancellation ........................... _____________
Home Office Information (exclusive use):
★ Partnerships & S Corporations ........ _____________
Office sq. footage
________ House sq. footage _______
★ Estates & Trusts............................. _____________
Utilities paid........... _____________
★ Social Security/RR Retirement ........ _____________
Insurance paid....... _____________
Repairs ................. _____________
Scholarships & Fellowships............. _____________
Improvements........ _____________
★ State Tax Refunds.......................... _____________
Sale of Stock or Other Property
Cost
Sale $
★ Royalties........................................ _____________
Disability ........................................ _____________
Veteran’s Payments........................ _____________
★ Withdrawals from MSA/HSA............ _____________
★ Hobby Income................................ _____________
Please bring supporting documents. Dates are important!
★ Foreign Income, Other .................... _____________
★ Bring statements for marked items.
♦ If you need a more detailed worksheet or assistance in compiling records, please call.
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