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Tax Organizer

This tax organizer will assist you in gathering information necessary for the preparation of your tax return. You can download the organizer as a whole document or in sections (below) in a PDF file format. Not all sections are listed below. To see the table of contents, please open the topical index.


Links to PDF Files
Topical Index
Client Information
Dependents
Direct Deposit & Estimates
Wages & Pensions
Interest & Dividend Income
Miscellaneous Income
State & Local Tax Refunds / Unemployment Comp.
Business Income
Capital Gains & Losses (Schedule D)
Installment Sales (Form 6252)
Sale of Home & Moving Expenses
Rental & Royalty Income (Schedule E)
Farm Income (Schedule F/Form 4835)
Partnership and S Corporation Information (2000 only)
Estate or Trust and REMIC Information
Asset Disposition List
Asset Acquisition List
Vehicle Expenses
Adjustments to Income
Itemized Deductions
Noncash Contributions (Form 8283)
Business Use of Home (Form 8829)
Vehicle/Employee Business Expenses (Form 2106)
Foreign Income Exclusion (Form 2555)
Health Savings Accounts (8889)
Child and Dependent Care Expenses
Qualified Adoption Expenses (Form 8839)
Education Distributions
Education Credits (Form 8863)
Household Employment Taxes (Schedule H)
Parent's Election to Report Child's Inc.
Additional Information

 

 


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