Please complete this t1 organizer before your appointment. Free tax organizer tax preparation checklist liberty. Your last years tax return is an excellent guide for completing this organizer. 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. Free tax organizer tax preparation checklist liberty tax. The attached worksheets cover income, deductions, and. Free tax organizer dont miss any important tax deductions that will save you money. 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. Please note this organizer is customized specifically for you, and may not contain all of the pages listed here.
To use the index just locate the topic and refer to the page number listed. There are over 200 tax saving opportunities included here. 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. Click on the view tax organizer button below to bring up the organizer in a new window. The organizers currently posted below are primarily for the 2019 tax year, although they can be used for other years. Tax return questionnaire 2019 tax year page 2 of 18 3. To the best of my knowledge the enclosed information is correct and includes all income, deductions, and other. Tax organizerlong haul truckers and overnight drivers. 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. Please attach all applicable slips, receipts, lists, and other supplemental information. Box 681 beverly, ma 01915 if you have any questions, please feel free to contact us at 9783819641gloucester, 9789220435beverly, or. 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. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return.
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. Write in any tax forms you need or are expecting to. Income tax organizer for individuals page 4 of 17 attach original documents behind each sheet and fill in summarized information in the spaces provided. Visit this page to download a tax organizer for your 1040, 1004ez, schedule c, corporate, small business, or non profit tax filings. You can also fax your information to us at 9493092902. 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. 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. Downloads tax organizers 2011 anderson advisors asset. Record the information on the front of the pocket, and check it off that the form is enclosed. Tax organizer for 2019 income tax return eddy company.
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. Craig avenue pasadena, california 91107 626 5770979 fax. If you dont have a copy of this program, please go to. Tax organizer org0 a copy of your tax return if not in our possession. Bring the completed tax organizer and all supporting documents to the meeting. Please complete the following steps to take advantage of this tax organizer. Copies of other compensation or pension documentation, such as form 1099misc or form 1099r. Make a special note wherever you have additional information not on last years return.
If you had compliant health insurance through an employer plan, private policy or with a. 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. Prior year clients should use the proforma organizer provided. When edits are made, changes are not being saved by the browser. Questions please check the appropriate box and include all. Please complete the sections of the organizer that apply to you and mail the organizer and copies of your applicable forms w2s, 1099s, etc. If available, your prior year information has been included for reference.
Our tax organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return. 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. Included is an engagement letter, which sets forth the nature of our mutual responsibilities concerning the preparation of your return. Income other than selfemployment income ranching and farming attach here. The download file contains, client information, dependent information, important tax questions, itemized deduction information. If you are filing for multiple years, revise your client tax organizer for.
Web to pdf convert any web pages to highquality pdf files while retaining page layout, images, text and. Use pdf download to do whatever you like with pdf files on the web and regain control. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your special needs. 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. Tax organizer org0 this tax organizer is designed to help you collect and report the information needed to prepare your 2016 income tax return. Attach forms 1099 wages, salaries and tips employer name. This client organizer topical index is designed to. Once youve downloaded the individual and business tax organizer, you have the. With this easy to use tax organizer, you will have everything in one place to make tax preparation faster and easier. In either case, you should download the file to complete and save on your. Simply file receipts, tax statements, and other forms in the designated pocket.
You will need adobe acrobat reader to view and print the form out. Tax organizer for individual, business, non profit tax filing. If you had compliant health insurance through an employer plan, private policy. This 2016 tax organizer contains important information that can reduce your taxes. To create a blank, fillable pdf organizer for a new client, follow these steps. If you do not have acrobat reader, click on windowsr or macintoshr to download it. Since 1986 enrolled agent individual income tax organizer 1. Personal information name sin date of birth ddmmyy phone office ext taxpayer spouse address home mobile email. Dont miss any important tax deductions that will save you money. 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. Tax organizer for individual, business, non profit tax filing tax. Print the organizer by clicking on the printer icon on the top of the screen. There are over several tax saving opportunities included here.
Tax organizer for individual, business, non profit tax. The organizer is revised annually to be compatible with the everchanging tax laws. 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. Make filing your taxes this year easy with one of our tax organizers. Client tax organizer taxpayer last name first name mi spouse last name first name mi for the year jan. The personal tax organizer is intended to assist you in collecting the information. This client organizer topical index is designed to help you quickly locate the items listed. Download the free adobe scan app or search for it on your app store. On leveraging social relationships for decentralized privacypreserving group communication abhishek singh guido urdanet.
Please complete the sections of the organizer that apply to you and mail the organizer and copies of your applicable forms w2s, 1099s. 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. Beginning in drake 2016, you can create fillable pdf organizers. Forward your completed client tax organizer and supporting documents through the. Personal tax organizer dmd chartered professional accountants. First download and save pdf file to your computer and then open file in adobe readeracrobat. To save you time, selected information from your 2015 tax return has been entered in this. Users have reported issues with the fillable pdf being. Please complete this organizer before your appointment.
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