If you do not have acrobat reader, click on windowsr or macintoshr to download it. Free tax organizer tax preparation checklist liberty tax. Please note this organizer is customized specifically for you, and may not contain all of the pages listed here. If you are filing for multiple years, revise your client tax organizer for. To use the index just locate the topic and refer to the page number listed. Record the information on the front of the pocket, and check it off that the form is enclosed. Please complete the following steps to take advantage of this tax organizer. 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. The organizers currently posted below are primarily for the 2019 tax year, although they can be used for other years. Attach forms 1099 wages, salaries and tips employer name. Individual tax organizer form 1040 2 individual tax organizer form 1040 organizer if we did not prepare your prior year returns, provide a copy of federal and state returns for the three. To create a blank, fillable pdf organizer for a new client, follow these steps. Personal tax organizer for the year 2019 please complete this t1 organizer before your appointment. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return.
Print the organizer by clicking on the printer icon on the top of the screen. Free tax organizer tax preparation checklist liberty. Tax organizer for individual, business, non profit tax filing. Washington 72 broaday, suite 201 tacoma, a 02 nevada 22 cleod drie as vegas, nv 121 in your tax organizer, all social security numbers and bank account numbers have been concealed to protect. You can use the tax organizer index navigation pane to navigate to access various folders and dataentry screens in your tax organizer, add new units for certain forms if available, submit your completed. In either case, you should download the file to complete and save on your. When edits are made, changes are not being saved by the browser. If you had compliant health insurance through an employer plan, private policy or with a. Questions please check the appropriate box and include all. This 2016 tax organizer contains important information that can reduce your taxes. Income tax organizer for individuals page 4 of 17 attach original documents behind each sheet and fill in summarized information in the spaces provided. This client organizer topical index is designed to. Once youve downloaded the individual and business tax organizer, you have the.
Make filing your taxes this year easy with one of our tax organizers. You can also fax your information to us at 9493092902. Please return this tax organizer along with all forms w2, 1099, and any other relevant information that will assist in the accurate preparation of your 2016 income tax. With this easy to use tax organizer, you will have everything in one place to make tax preparation faster and easier. Our tax organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return.
The personal tax organizer is intended to assist you in collecting the information. Bring the completed tax organizer and all supporting documents to the meeting. Use pdf download to do whatever you like with pdf files on the web and regain control. Personal tax organizer dmd chartered professional accountants. Web to pdf convert any web pages to highquality pdf files while retaining page layout, images, text and. Tax return questionnaire 2019 tax year page 2 of 18 3. 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. You will need adobe acrobat reader to view and print the form out. There are over 200 tax saving opportunities included here. On leveraging social relationships for decentralized privacypreserving group communication abhishek singh guido urdanet. If you dont have a copy of this program, please go to. In preparation for the 2018 tax filing season, you will find our 2018 tax organizer, which may be used to help you compile information needed for your taxes.
Please take a little time to look it over to see if anything applies to you. Write in any tax forms you need or are expecting to. The attached worksheets cover income, deductions, and. Dont miss any important tax deductions that will save you money. Please complete this t1 organizer before your appointment. This fivesection income tax organizer will help you to both organize your tax information and ensure that you dont overlook any deductions to which youre entitled. Please complete the sections of the organizer that apply to you and mail the organizer and copies of your applicable forms w2s, 1099s, etc. There are over several tax saving opportunities included here. Free tax organizer dont miss any important tax deductions that will save you money. Tax organizer for individual, business, non profit tax filing tax.
Tax organizerlong haul truckers and overnight drivers. To the best of my knowledge the enclosed information is correct and includes all income, deductions, and other. If you would rather complete the hard copy of the tax organizer, please feel free to do so and send it back to us in the enclosed envelope. Income other than selfemployment income ranching and farming attach here. Tax organizer for individual, business, non profit tax. Visit this page to download a tax organizer for your 1040, 1004ez, schedule c, corporate, small business, or non profit tax filings. You can use the tax organizer index navigation pane to navigate to access various folders and dataentry screens in your tax organizer, add new units for certain forms if available, submit your completed organizer, save and close the tax organizer to finish later, or create a pdf copy of your organizer. Please complete the sections of the organizer that apply to you and mail the organizer and copies of your applicable forms w2s, 1099s. Copies of other compensation or pension documentation, such as form 1099misc or form 1099r. Forward your completed client tax organizer and supporting documents through the. If you had compliant health insurance through an employer plan, private policy. If available, your prior year information has been included for reference.
First download and save pdf file to your computer and then open file in adobe readeracrobat. Craig avenue pasadena, california 91107 626 5770979 fax. The download file contains, client information, dependent information, important tax questions, itemized deduction information. Please return this tax organizer along with all forms w2, 1099, and any other relevant information that will assist in the accurate preparation of your 2019 income tax return. The download file contains, client information, dependent information, important tax questions, itemized deduction information, engagement letter, firm disclosure. Tax organizer org0 a copy of your tax return if not in our possession. Our free tax organizer will help you keep all your taxrelated information uptodate and in one place for easy reference, which makes it simple and easy for when you come in to your nearest liberty tax office to get your taxes done.
Make a special note wherever you have additional information not on last years return. Since 1986 enrolled agent individual income tax organizer 1. Tax organizer org0 this tax organizer is designed to help you collect and report the information needed to prepare your 2016 income tax return. Downloads tax organizers 2011 anderson advisors asset. Schedules k1 showing income or loss from partnerships, s corporations or estates or trusts. 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. Box 681 beverly, ma 01915 if you have any questions, please feel free to contact us at 9783819641gloucester, 9789220435beverly, or.
Personal information name sin date of birth ddmmyy phone office ext taxpayer spouse address home mobile email. This client organizer topical index is designed to help you quickly locate the items listed. Tax organizer for 2019 income tax return eddy company. Simply file receipts, tax statements, and other forms in the designated pocket. Included is an engagement letter, which sets forth the nature of our mutual responsibilities concerning the preparation of your return. Click on the view tax organizer button below to bring up the organizer in a new window.
Individual income tax organizer questions all taxpayers cross reference to pages in the 2012 edition of thetaxbook, 1040 edition you refers to both taxpayer and spouse enter. Forward your completed client tax organizer and supporting documents through the secure file exchange portal best practice. Please attach all applicable slips, receipts, lists, and other supplemental information. Please complete this organizer before your appointment. Your last years tax return is an excellent guide for completing this organizer.1132 1002 227 835 922 1313 963 1286 290 933 1333 414 1025 753 663 1329 809 677 412 741 582 256 1221 1075 221 120 886 38 240 243 531