Organizer 2016 pdf tax

Would you like a physical copy or a pdf copy of your tax return. Your tax returns will be prepared from the information on the organizer and any other documents that you provide us and are assigned on a firstinfirstout basis. Tax return questionnaire 2019 tax year page 2 of 18 3. Please add, change, or delete information as appropriate. Sales tax i agree to use the standard irs allowance for sales tax, per irs tables. Our tax organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return. Questions please check the appropriate box and include all. To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information. Tax organizer efile form the tax organizer is a comprehensive document that allows us to really get a picture of your filing needs.

If you have, please call in advance to discuss what documents are needed. Complete pages 1 through 4 and all applicable sections. Click here for a fillable pdf for tax year 2016, click here. Yes no personal information did your marital status change during the year. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. This tax organizer is designed to help you gather the tax information needed for anderson to prepare your personal income tax return for 2017. Drake software individual organizer copyright 2016. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return.

It can be helpful to visit the what to bring page of our website first, then, you can begin to prepare for you interview by downloading and completing the individual 1040 organizer. Questions all taxpayers provide related statements or other documentation. Without your documentation, we will not be able to know whether or not you are entitled to various deductions. Most people will only need to complete the individual 1040 organizer. To create a blank, fillable pdf organizer for a new client, follow these steps. Organizer 10% required schedules checklist 990, part iv 0% board listing and compensation 990, part vii, sect. Caution some tax bills include nondeductible special services. If you do not have any issues or transactions that warrant an appointment this year, then you can either mail in or drop off your information. When edits are made, changes are not being saved by the browser. Did you or your spouse convert a traditional ira into a. It also cues you to deductions that taxpayers often overlook. Did you receive any income not included in this tax organizer. The download file contains, client information, dependent information, important tax questions, itemized deduction information, engagement letter, firm disclosure. This will help you organize your tax informationand make sure you dont miss any important deductions.

Did you keep receipts for sales tax paid during 2016. Change year and your tax information below as appropriate. Until the final release of the current year program, these organizers can only be found in the prior year lacerte program. You can retrieve and store blank tax organizers emailed to clients. Please attach all applicable slips, receipts, lists, and other supplemental information. Other income other income continued interest attach forms 1099int income from partnerships, estates, llcs, trusts, and s corporations payor amount attach forms k1 and list any not received yet. Our tax organizer will help you organize your tax information and make sure you dont miss any important deductions. Simply download the pdf organizer and open with adobe acrobat that doesnt open within the browser. When mailing us your organizer and tax forms please use a. Beginning in drake 2016, you can create fillable pdf organizers. To save you time, selected information from your 2015 tax return has been entered in this organizer. If you have any questions or concerns regarding the preparation. This 2016 tax organizer contains important information that can reduce your taxes. Please line through any information that does not apply to your 2017 tax return.

Here is your tax organizer to assist you in gathering the information necessary information for your business tax return for 2016. For example, to send your clients organizers for ty19 based on the ty18. Please line through any information that does not apply to your 2016 tax return. Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations or other irregularities, should any exist. Personal tax organizer for the year 2019 please complete this t1 organizer before your appointment. Enclosed is your annual tax organizer, which needs to be completed and returned along with all pertinent forms and statements relating to your tax situation. Scholarships or grants not reported on form w2 state income tax refund attach forms 1099g alimony received unemployment compensation attach forms 1099g unemployment compensation repaid. To save you time, selected information from your 2016 tax return has been entered in this organizer. We will prepare your 2016 federal and state if applicableincome tax returns from information you provide to us. Tax organizer org0 a copy of your tax return if not in our possession.

Tax return questionnaire 2019 tax year page 1 of 18. If you wish to utilize our tax organizer please follow the applicable links below. For married couples, questions referring to you generally mean you or your spouse. To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this years income tax returns for which i have adequate records. This organizer is designed to assist and remind you of information that is needed to prepare your tax return. We are pleased to announce that we are offering an exciting alternative to completing the enclosed tax organizer for 2016. Please complete the following steps to take advantage of this tax organizer. Download this free pdf to understand the tax benefits of deducting the mileage expenses, its called the ultimate guide to mileage deductions try mileiq for free for 30 days and let it worry about your miles while you focus on your business. There are over 200 tax saving opportunities included here. The fillable pdf tax organizer file that you choose should be downloaded and saved to your computer before completing. If you have children who have earned or unearned income for 2016, please supply any applicable documentation for them as well. Click on the view tax organizer button below to bring up the organizer in a new window.

Tax organizer for individual, business, non profit tax. This organizer only captures some common elements for typical returns. Schedules k1 showing income or loss from partnerships, s corporations or estates or trusts. Individual tax organizer letter form 1040 2 individual tax organizer letter form 1040 organizer if we did not prepare your prior year returns, provide a copy of federal and state returns for the three previous years. Some users have experienced issues when downloading with internet explorer andor chrome. Please note this organizer is customized specifically for you, and may not contain all of the pages listed here. The organizer and eorganizer use the prior year client information to base the current year data off of. Personal information name sin date of birth ddmmyy phone office ext taxpayer spouse address home mobile email.

You must provide additional info if your tax situation exceeds the parameters of this organizer. There are over several tax saving opportunities included here. Client personal income tax organizer form 1040 for tax year 2016 thank you for allowing us to prepare your taxes for last year. Enter all 2017 information for which you do not have official documentation. Please send all tax document files in one transfer, do not zip files. State income taxes 116 payment on 2015 state estimate. Enter all relevant information in the designated areas on each page.

We recommend using the latest version of firefox or safari to download pdf forms from our website. Prior year clients should use the proforma organizer provided. This tax organizer will assist you in gathering information necessary for the preparation of your 2016 tax return. Please take a little time to look it over to see if anything applies to you. This organizer is designed to assist and remind you of information that is. Income tax organizer the income tax organizer is a more detailed checklist including a questionnaire that asks about pertinent tax items necessary for preparing your. Copies of other compensation or pension documentation, such as form 1099misc or form 1099r. You can mark the email blank tax organizer fillable form pdf checkbox to email a blank tax organizer that can be filled out and returned. If you do not save it to your computer first, any information you enter will be lost. Tax preparation checklist the tax preparation checklist is a one page summary designed to help you gather tax information needed to prepare your personal income tax return. Do not fill out every page of the organizer, this is intended to provide your tax organizer with as much information as possible. B 0% miscellaneous income 990, part viii, line 11 0% statement of functional expense 990, part ix 0% program services 990, part iii 0% tax compliance 990, part v. Click here for a fillable pdf for tax year 2015, click here.