TAX ORGANIZERS
Don’t forget to save the PDF to your desktop before filling it in!
Tax Preparation
Checklist
Use this checklist for reference as you pull together your tax documents.
Tax Organizer
(Fillable)
Our Complete Tax Organizer asks questions required for accurate preparation of your individual tax return. Please use the additional pages below as needed. Don't forget to save the PDF to your desktop before filling it in!
New Tax Client
Information
All new tax preparation clients: Please use this worksheet to provide us with your necessary personal information (address, birthdates, social security numbers, etc.). For your protection, please do not email this document. Use your online Sharefile folder. Don't forget to save the PDF to your desktop before filling it in!
Self-Employed Business Income and Expenses
Please use separate organizers for each individual activity. Don't forget to save the PDF to your desktop before filling it in!
Real Estate Rentals and Royalties
Please use separate organizers for each rental property, and don't forget to save the PDF to your desktop before filling it in!
Itemized
Deductions
Download and complete this organizer to record Charitable Contributions, Medical Expenses, Real Estate and Personal Property Taxes, Mortgage Interest, etc. Don't forget to save the PDF to your desktop before filling it in!
Housing Allowance Worksheet
For Minister and Missionary clients. Don't forget to save the PDF to your desktop before filling it in!
FBAR
Organizer
For foreign/missionary clients with foreign financial accounts. Please do not fill out this organizer in the browser. Save the PDF to your desktop before filling it in.
Payroll Reporting Organizer
Our Payroll Reporting Organizer asks questions required for accurate preparation of your payroll filings. Don't forget to save the PDF to your desktop before filling it in!
2024 Form 1099 Organizer
For services totaling $600 or more to an individual or business in 2024.