Tax organizer book 2016 pdf

We will get this information from the tax statements directly. Please take a little time to look it over to see if anything applies to you. To save you time, selected information from your 2016 tax return has been entered in this organizer. This tax organizer has been prepared for your use in gathering the information needed for your 2016 tax return. Personal tax organizer for the year 2019 please complete this t1 organizer before your appointment. The tax organizer currently posted below is primarily for the 2019 tax year, although it can be used for other years. Do you expect your 2016 taxable income and withholdings to be different from 2015. In our busy lives it is hard to stay on top of all the laws and changes. We have also compiled links for irs instructions to make online tax filing easy. Lprovide copies of depreciation schedules for book, tax, and. Date of birth occupation work phone taxpayer spouse street address city state zip home phone email address taxpayer spouse marital status blind disabled pres. Make filing your taxes this year easy with one of our tax organizers. Provide the business incomefinancial statements for the year per books, balance sheet, depreciation schedule per books, and cash reconciliation of all business.

Please complete the following steps to take advantage of this tax 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. Do not fill out every page of the organizer, this is intended to provide your tax organizer with as much information as possible. This tax organizer is designed to help you gather the tax information needed for anderson to prepare your personal income tax return for 2017. Please line through any information that does not apply to your 2016 tax return. Did you receive any income not included in this tax organizer. Income, business expenses, deductions, personal expenses. Full client organizer for both pilots and nonflight clients. This organizer is an editable pdf which is saved and edited on your computer or printed and completed by hand. 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. Individual income tax organizer please provide copies of all w2s and 1099s please provide copies of all 1099rs list all employers for 2016 name of payer.

Tax organizer org0 a copy of your tax return if not in our possession. Please line through any information that does not apply to your 2017 tax return. There are over several tax saving opportunities included here. In some cases, 2015 amounts have been included in a separate column. 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. Yes no personal information did your marital status change during the year. Client tax organizer please complete this organizer before your appointment. Change year and your tax information below as appropriate. Print the organizer by clicking on the printer icon on the top of the screen. We update the tax organizer annually to make sure you are in compliance with the latest tax law changes. To save you time, selected information from your 2015 tax return has been entered in this organizer. This organizer only captures some common elements for typical returns. Here is your tax organizer to assist you in gathering the information necessary information for your business tax return for 2016. Our 2019 tax organizer is designed to help you identify missing tax deductions and get more organized before your appointment.

If you had compliant health insurance through an employer plan, private policy or with a. Please send all tax document files in one transfer, do not zip files. Whether you want to file taxes online, or you just need to download the new 2016 tax forms, liberty tax service has all the 2016 irs forms in pdf format that you need to efile taxes this year. You do not need to change these prior year amounts. 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. Clergy tax organizer online pdf version is the most popular format and is now available for download from the internet. Please do not enter information on these sheets from your w2s, 1099s or other tax statements. We will prepare your 2016 federal and state if applicableincome tax returns from information you provide to us. A1 entity information returning entities enter name of business and skip entries except for changes. The 2015 tax organizer will assist you in collecting and reporting information necessary for. Make sure this fits by entering your model number qty is 1, tax organizer book size. When edits are made, changes are not being saved by the browser. Tax organizer for individual, business, non profit tax.

If you have attached a government form for an item, check the box and do not enter a 2016 amount. If you are claiming a dependent or you are head of household and not claiming a dependent, you must complete this form and list each dependent. This 2016 tax organizer contains important information that can reduce your taxes. Would you like a physical copy or a pdf copy of your tax return.

The client organizer to be completed and returned to us b. Write in any tax forms you need or are expecting to receive. Enter all 2017 information for which you do not have official documentation. Most people will only need to complete the individual 1040 organizer. Organizer 10% required schedules checklist 990, part iv 0% board listing and compensation 990, part vii, sect. Tax return preparation fee paid during 2016 safe deposit box rental. If available, your prior year information has been included for reference. Yes no did you purchase a car, plane, boat, or home in 2016. Sales and exchanges worksheet provide information about sales of stock, real estate, or other property, along with forms 1099b, 1099s, or other supporting statements. Personal information name sin date of birth ddmmyy phone office ext taxpayer spouse address home mobile email.

There are over 200 tax saving opportunities included here. Thank you for choosing atbs as your accounting and tax service provider. You can retrieve and store blank tax organizers emailed to clients. In the income tax system the only constant is change. Please attach all applicable slips, receipts, lists, and other supplemental information. Seminars, tuition, books and some travel expenses can be.

Llc tax organizer use a separate organizer for each llc. Bring the completed tax organizer and all supporting documents to the meeting. To create a blank, fillable pdf organizer for a new client, follow these steps. No did any foreign or domestic corporation, partnership, trust, tax. Keep this detailed organizer uptodate, and at tax prep time, youll have everything youll need in order. Record the information on the front of the pocket, and check it off that the form is enclosed. We will prepare your 2016 federal and state income tax returns. 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. To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information. With this easy to use tax organizer, you will have everything in one place to make tax preparation faster and easier. The absence of a checkmark should call your attention to those items you still need for tax preparation. 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. Prior year clients should use the proforma organizer provided. Provide a copy of the depreciation schedules for book, tax, and amt, and.

Individual income tax organizer please provide copies of all w2s and 1099s. Visit this page to download a tax organizer for your 1040, 1004ez, schedule c, corporate, small business, or non profit tax filings. Beginning in drake 2016, you can create fillable pdf organizers. Click on the view tax organizer button below to bring up the organizer in a new window. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return byfocusing attention onyourspecial needs. The internal revenue service matches information returns with amounts reported on income tax returns. Simply file receipts, tax statements, and other forms in the designated pocket. Tax return questionnaire 2019 tax year page 2 of 18 3. Compile all businessrelated income and expenses for the tax year and send copies to atbs as soon as possible. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. Tax organizer org0 this tax organizer is designed to help you collect and report the information needed to prepare your 2016 income tax return. Provide copies of depreciation schedules for book, tax, and. You must provide additional info if your tax situation exceeds the parameters of this organizer. Rental income see rental property tax organizer sale of other property worksheet below.