Income Tax Organizer - Section One This five-section income tax organizer will help you to both organize your tax information and ensure that you don't overlook any deductions to which you're entitled. Please feel free to print out this organizer and use it whether you do your own tax return or use the services of our firm. Taxpayer Information for Tax Year ____________________ First Name ____________________________________________ Initial _______ Last Name_____________________________________________ Social Security # _______________________________________ Occupation____________________________________________ Date of Birth ________________________ Street Address ______________________________________________________ City___________________________________ State_________ Zip____________ Home Telephone _____________________________ Mobile Telephone _____________________________ Email Address _______________________________ Work Telephone______________________________ Spouse Information First Name ____________________________________________ Initial _______ Last Name_____________________________________________ Social Security # _______________________________________ Occupation____________________________________________ Date of Birth ________________________ Street Address ______________________________________________________ City___________________________________ State_________ Zip____________ Home Telephone _____________________________ Work Telephone______________________________ Filing Status
Salaries and Wages
Electronic Filing
Dependents 1. Name ________________________________________________________ Date of Birth_________________ Social Security #________________________ Relationship _____________________________ Months lived at home this tax year _________________ 2. Name ________________________________________________________ Date of Birth_________________ Social Security #________________________ Relationship _____________________________ Months lived at home this tax year _________________ 3. Name ________________________________________________________ Date of Birth_________________ Social Security #________________________ Relationship _____________________________ Months lived at home this tax year _________________ 4. Name ________________________________________________________ Date of Birth_________________ Social Security #________________________ Relationship _____________________________ Months lived at home this tax year _________________ |
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Single