Carroll's Tax Service

6986 Kennebec Road, Willow Spring, NC 27592
919-552-7508

Organizer

Client organizer:  Please print and fill out the client organizer and bring it with you when you come to have your taxes prepared.  The organizer will help you make sure you have all the information you will need to prepare your taxes.

TAX ORGANIZER

 

 

Carroll’s Tax Service

6986 Kennebec Road,

Willow Spring, NC 25792

919-552-7508

pamlockamy@gmail.com

 

This Tax Organizer is a great way to help you pull together information needed to prepare your taxes.  It facilitates a quick workflow for your tax preparer and saves you time and money. 

Please print and fill out the organizer and bring the completed form to your tax appointment. Don’t forget to bring your source documents (W-2's, 1099's, etc.) and the last three years of tax returns if you are a new client.  By doing this you greatly expedite the tax preparation process.

What to bring to the appointment:

·     Original source documents such as W-2's, 1099's for interest, dividends, and miscellaneous income and health insurance documentation (1095-A, 1095-B, or 1095-C). 

·     Bring any statements from investment accounts showing gains or losses on sales of investments. 

·     Copies of the settlement statement from any purchase or sale of real estate. 

·     Any backup for itemized deductions like mortgage interest, charitable contributions or other items. 

·     Please bring your last three filed tax returns if you are a new client, or as many as you can put your hands on.  (Tax returns are used to gain familiarity with your tax situation and very often are used to find deductions you might have missed or might have handled incorrectly.)

 

As a general rule, when in doubt.....bring it!  

Personal Information

First Name

 

Middle

 

Last Name

 

Social Security #

 

Address

 

Address 2

 

Address 3

 

City

 

State

 

Zip

 

DOB

 

Occupation

 

 

Spouse Information

First Name

 

Middle

 

Last Name

 

Social Security #

 

Address

 

Address 2

 

Address 3

 

City

 

State

 

Zip

 

DOB

 

Occupation

 

 Check One

Single

Married

Head of Household

Married Filing Separate

 Check One

Automatic deposit?

Yes

(attached a VOID check)

No

 Children

Name

 

Date of Birth

 

Social Security Number

 

Relationship

 

Months Lived at Home

 

 

Name

 

Date of Birth

 

Social Security Number

 

Relationship

 

Months Lived at Home

 

 

Name

 

Date of Birth

 

Social Security Number

 

Relationship

 

Months Lived at Home

 

 

Name

 

Date of Birth

 

Social Security Number

 

Relationship

 

Months Lived at Home

 

 

Name

 

Date of Birth

 

Social Security Number

 

Relationship

 

Months Lived at Home

 

 Did you have Health Insurance the entire year?  ___________,

If not entire year, which months?________________________________________.

Per IRS Affordable Care Act, please bring proof of insurance (forms 1095-A, 1095-B, OR 1095-C) or employer issued insurance cards.

 Earnings (Attach W-2 forms)

 Interest: Attach 1099 Forms

Payer

Amount

1

$

2

$

3

$

4

$

 Dividends - Attach 1099 Forms

Payer

Total

Capital

Gain

Ordinary

Dividend

1

$

$

$

2

$

$

$

3

$

$

$

4

$

$

$

  

Penalty on Early Withdrawal of Savings

$

 State Tax Refund

Amount Received

$

 

Check if you did not itemize in prior years

Capital Gains

Description

Date

Acquired

Date

Sold

Sales

Price

Cost or

Basis

1

 

 

$

$

2

 

 

$

$

3

 

 

$

$

4

 

 

$

$

 Pensions/IRA Distributions - Attach Form 1099

 Alimony Received If agreement dated before 01/01/19

Payer

 

Amount$

 

Payer’s Social Security #

 

 Unemployment Received - Attach Form 1099G

Taxpayer Amount

$

Spouse Amount

$

 Social Security Received - Attach SSA-1099 Statement

Taxpayer Amount

$

Spouse Amount

$

 Miscellaneous Income

Description:

 

 

 

 

 

 Medical and Dental Expenses if more than 7.5% of your income

Prescriptions

 

Insurance Premiums

 

Long Term Care Premiums

 

Doctors, Dentist, etc.

 

Hospital, Clinics, etc.

 

Lab and x-ray fees

 

Long Term Care

 

Eyeglasses and contact lenses

 

Medical equipment and supplies

 

Medical Transportation expenses

 

Medical Mileage

 

Lodging for medical purposes

 

Other medical expenses

 

 Taxes Paid if more than $10,000 married or $5000 single

State & Local Income Tax

 

Real Estate Taxes - Residence

 

Real Estate Taxes - Other Property

 

Auto Taxes:

 

Personal Property Taxes

 

Other Taxes

 

 

 

 Interest Paid - Attach 1098 Forms (if used to buy, build, or improve your main home or second home)

Home Mortgage Interest Paid (1st)

 

Home Mortgage Interest Paid (2nd)

 

Home Equity Interest Paid

 

Points or origination fees (please supply settlement statement)

 

Contributions - Attach Details

Contributions by Cash or Check

 

Contributions by Other than Cash

 

Miles driven for charitable purposes

 

   

Self Employed Income

General Information

Accounting Method:  Cash, Accrual, or other?

 

First Year:  yes or no?

Is business operated by Spouse?

Is business operated jointly?

  

Principal Business./Profession

 

Business Name

 

Business Address

 

City, State, Zip

 

Employer Identification Number

 

Did you materially participate?

 

Did you file any 1099 forms?

 

 Income

Did you receive any 1099 forms?

 

Gross Receipts or Sales not including 1099s you received

$

Merchant card and third party network payments

$

Returns and Allowances

$

Other Income

$

 Cost of Goods Sold - If Applicable

Inventory at Beginning of the Year

$

Inventory at End of the Year

$

Purchases

$

Cost of Items for Personal Use

$

Cost of Labor

$

Materials and Supplies

$

Other Costs

$

Expenses

Advertising

 

Car and Truck Expenses*

 

Commissions & Fees

 

Employee Benefit Programs

 

Insurance (other than health)

 

Self-employed Health Insurance

 

Long term care

 

Mortgage Interest (paid to banks, etc.)

 

Other Interest

 

Legal and Professional

 

Office Expense

 

Pension

 

Profit Sharing Plans

 

Rent - Vehicles, Machinery, and Equipment

 

Rent - Other Business Property, Repairs

 

Supplies

 

Repairs/maintenance

 

Taxes - Real Estate

 

Taxes - Other

 

Travel

 

Licenses

 

Total Meals and Entertainment

 

Utilities

 

Wages

 

Other expenses

 

Cell phone, internet, web design, etc.

 

Computers

 

Software

 

Postage

 

Contract labor

 

Misc. labor

 

 * Attach detailed schedule

 Check one

Did you dispose of or buy any business assets valued at more than $500 (including real estate)?

Yes  If yes, attach detailed schedule.

No

 

Did you have a home office during the year?

Yes If yes, fill out section below

No

 

Mortgage Interest

$

Real  estate taxes

$

Home Owners Insurance

$

Points

$

Total Square Footage

 

Square Footage of business use area

 

Rent

$

Utilities

$

Repairs/maintenance

$

Janitorial

$

Other

$

Value of home

$

 Rental Income

Property Address & Description

1.

2.

3.

 Owned by spouse or Owned Jointly?

Active participation?                    Material participation?                        

 

Property

1.

2.

3.

Income:

Rents Received

 

 

 

Advertising

 

 

 

Auto and Travel

 

 

 

Cleaning/Maintenance

 

 

 

Commissions

 

 

 

Insurance

 

 

 

Legal & Professional Fees

 

 

 

Management Fees

 

 

 

Mortgage Interest

 

 

 

Other Interest

 

 

 

Repairs

 

 

 

Supplies

 

 

 

Real Estate Taxes

 

 

 

Other Taxes

 

 

 

Utilities

 

 

 

Landscaping

 

 

 

Other Expenses

 

 

 

 Major Improvements

 

 

 

 

Retirement Savings

 

IRA Contributions (Roth or Traditional)

$

Keogh/SEP Deduction

$

  

Estimated Tax Payments

Federal

Date Paid

Amount Paid

Overpayment -

Prior Year

 

 

1st Quarter 4/15

 

 

2nd Quarter 6/15

 

 

3rd Quarter 9/15

 

 

4th Quarter  1/15

 

 

  

State

Date Paid

Amount Paid

Overpayment -

Prior Year

 

 

1st Quarter 4/15

 

 

2nd Quarter  6/15

 

 

3rd Quarter  9/15

 

 

4th Quarter 1/15

 

 

  

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