Teachers Tax Return Organizer Template - 2014 Page 4
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ORGANIZER
2014
1040
US
Tax Organizer
Tax Return Appointment
Teachers Tax Service, Inc.
2571 Division St
Joliet, IL 60435
Date:
(815) 725-8488
Telephone number:
Time:
815-839-8288
Fax number:
Location:
E-mail address:
This tax organizer will assist you in gathering information necessary for the preparation
of your 2014 tax return. Please enter all pertinent 2014 information.
NOTE: If you claim the earned income credit, please provide proof that your child is a resident of the United States. This proof is typically in the form
of: school records or statement, landlord or property management statement, health care provider statement, medical records, child care provider
records, placement agency statement, social service records or statement, place of worship, Indian tribal office statement, or employer statement.
NOTE: If your child is disabled, please provide one of the following forms of proof of disability: doctor statement, other health care provider statement,
or social services agency or program statement.
CLIENT INFORMATION
Taxpayer
Spouse
First name and initial
. . . . .
Last name
. . . . . . . . . . . . . . .
Title/suffix
. . . . . . . . . . . . . . .
Social security number
. . .
Occupation
. . . . . . . . . . . . . .
Date of birth (m/d/y)
. . . . . .
Date of death (m/d/y)
. . . . .
1=blind
. . . . . . . . . . . . . . . . . .
Home phone
. . . . . . . . . . . . .
Work phone
. . . . . . . . . . . . .
Work extension
. . . . . . . . . .
Cell phone
. . . . . . . . . . . . . . .
E-mail address
. . . . . . . . . . .
In care of
. . . . . . . . . . .
Street address
. . . . . .
Apartment number
. .
Address
City
. . . . . . . . . . . . . . . .
State
. . . . . . . . . . . . . . .
ZIP code
. . . . . . . . . . .
DEPENDENTS
Dependent No.
Dependent No.
First name
. . . . . . . . . . . . . . .
Last name
. . . . . . . . . . . . . . .
Title/suffix
. . . . . . . . . . . . . . .
Date of birth (m/d/y)
. . . . . .
Date of death (m/d/y)
. . . . .
Social security number
. . .
Relationship
. . . . . . . . . . . . .
Months lived at home
. . . .
Dependent No.
Dependent No.
First name
. . . . . . . . . . . . . . .
Last name
. . . . . . . . . . . . . . .
Title/suffix
. . . . . . . . . . . . . . .
Date of birth (m/d/y)
. . . . . .
Date of death (m/d/y)
. . . . .
Social security number
. . .
Relationship
. . . . . . . . . . . . .
Months lived at home
. . . .
Tax Organizer
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