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Tax Organizer 1040

Thank you for choosing us. Before you begin working on your tax organizer make sure that all your tax documents are available for upload. These documents would include: W-2s, 1099s, 1099-INT, K-1s, and 1099-Bs. If we filed your returns last year you can leave the SSN, DOB, and Address(if no change) fields blank. NEW CLIENTS: If you filed returns last year make sure to have copies/PDFs available for upload. Clients with either self-employed income and /or real estate rental income should complete their details Excels(under tax organizer menu)before starting. On average it takes returning clients 15-20 minutes and new clients 30-45 minutes to complete the organizer.

Did we prepare your tax returns last year?
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Please attach your prior year tax return here if available
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Taxpayers full name
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Taxpayer's SSN
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Taxpayer's DOB
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Occupation
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Citizenship
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Do you have a spouces?
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Spouse's Name
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Spouse's SSN
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Spouse's DOB
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Occupation Spouse
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Citizenship Spouse
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How many dependents do you have?
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Dependent1 Name
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Dependent1 SSN
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Taxpayer's DOB
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Dependent1 Citizenship
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Dependent2 Name
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Dependent2 SSN
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Dependent2 DOB
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Dependent2 Citizenship
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Dependent3 Name
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Dependent3 SSN
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Dependent3 DOB
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Dependent3 Citizenship
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Dependent4 Name
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Dependent4 SSN
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Dependent4 DOB
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Dependent4 Citizenship
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Please upload your "Over 5 Dependents" Excel sheet (located in client resources).
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Are any of your dependants under 13 years old?
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Did you pay for any childcare expenses for dependents under age 13?
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I paid child care expenses and
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Please upload a copy of your W-10
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Name of provider
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Adress of provider
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Tax ID of provider
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Total childcare expenses paid
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E-mail Address
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Phone number
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What is the best way to reach you?
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US Mailing Address
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General Information

Did you file a joint U.S. return with your spouse last year?
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Did your marital status change this year?
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List all U.S. states that you lived in last year.
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Income

How many W-2s did you and your spouse receive form U.S. Comapnies?
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W-2 1
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W-2 2
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W-2 3
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W-2 4
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Were you or your spouse self-employed or doing independent contracting work?
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Who was self-employed?
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Please upload your business income detail
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Spouse: Please upload your business income detail
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Did you exclusively use part of your house for business?
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Please upload your home office detail (under tax organizers)
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How many K-1s did you receive this year?
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Please upload your K-1 here:
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Please upload your 2nd K-1 here:
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Please upload your 3rd K-1 here:
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Please upload your 4th K-1 here:
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Do you own rental property in the U.S. or abroad?
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Please up load a "Real Estate Rentals" Excel (found under client resources)
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Non-Earned Income

What is the combined number of 1099-INT, 1099-DIV, 1099-B, and year end brokearge statments you have?
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Please upload your 1099-INT, 1099-DIV, 1099-B, or year end brokearge statement
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Please upload your 1099-INT, 1099-DIV, 1099-B, or year end brokearge statement
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Please upload your 1099-INT, 1099-DIV, 1099-B, or year end brokearge statement
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Please upload your 1099-INT, 1099-DIV, 1099-B, or year end brokearge statement
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Please upload your 1099-INT, 1099-DIV, 1099-B, or year end brokearge statement
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Please upload your 1099-INT, 1099-DIV, 1099-B, or year end brokearge statement
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Please upload your 1099-INT, 1099-DIV, 1099-B, or year end brokearge statement
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Did you sell any of these items last year?
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Please upload your escrow statement for your home
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Please upload your rental real estate escrow statement
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Please describe the property sold for a gain
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What is the combined number of 1099-R, 1099-C, and Form SSA 1099 you have?
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Please uplaod your tax document here
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Please uplaod your tax document here
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Please uplaod your tax document here
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Please uplaod your tax document here
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Please uplaod your tax document here
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Please uplaod your tax document here
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Deductions

Total Medical Expense (You, Spouse, Dependnets)
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How many homes (NOT rental property) do you own in the US?
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Cash Charity: Please provide the name and amount
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example: Salvation Army $250

House 1, mortgage interest paid
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House 1, property taxes paid
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House 1, if you received a 1098 please upload here
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House 2, mortgage interest paid
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House 2, property taxes paid
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House 2, if you received a 1098 please upload here
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I will be contacting you for more information on your homes.

How many homes (NOT rental property) do you own outside the US?
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Mortgage interest paid
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Property taxes paid
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I will be contacting you for more information on your homes.

How much did you pay in AUTO fees (DMV Fees)?
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Tax preparation fees paid during the year
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Do you or your spouse have unreimbursed employee expense?
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Did you exclusively use part of your house for work?
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Please upload your home office detail (under tax organizers)
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Total Travel Expense $$
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Total Meals and Entertainment $$
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Other expneses $$
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Please provide your milage
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Spouse: Total Travel Expense $$
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Spouse: Total Meals and Entertainment $$
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Spouse: Other expneses $$
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Spouse: Please provide your milage
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Did you make estimated tax payments?
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QT1 FED 04/15/12
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QT2 FED 06/15/12
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QT3 FED 09/15/12
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QT4 FED 01/17/12
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What State were the est. paid to?
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QT1 STATE 04/15/12
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QT2 STATE 06/15/12
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QT3 STATE 09/15/12
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QT4 STATE 01/17/12
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IMPORTANT! After you submit your organizer clear out your temporary internet files for added security. Your information sent over the internet is encrypted but any information stored on your local PC may not be.

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