Tax Organizer Worksheet Template

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Tax Organizer Worksheet
Personal Information
Last Name:
First:
Middle:
Maiden Name:
Date
/
/
Date of Birth:
/
/
Place of Birth:
U.S Citizen:
Yes
No
If No, Country of Citizenship:
SSN:
Driver’s License:
Address:
Phone Number:
Work Number:
Cell Number:
Email Address:
Spousal Information
Last Name:
First:
Middle:
Maiden Name:
Date of Birth:
/
/
Place of Birth:
U.S. Citizen:
Yes
No
If No, Country of Citizenship:
SSN:
Driver’s License:
Address (if different):
Phone Number:
Work Number:
Cell Number:
Email Address:
Children/Dependents
Full Name
DOB
SSN
Full Name
DOB
SSN
1.
4.
2.
5.
3.
6.
Forms to Have
W-2 Forms
Last Year’s Tax Return
1099 MISC
1098
1099 INT
Contribution Statements
1099 SSA
Bank Account Numbers

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