Income Tax Organizer

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.

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Taxpayer Information for Tax Year

First Name Initial Last Name

Social Security # Occupation Date of Birth

Street Address City State Zip

Home Telephone 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

Single	Married
Head of Household	Married Filing Separate

Salaries and Wages

W-2	Gross Income	Federal Withholding	FICA
1	$	$	$
2	$	$	$
3	$	$	$
4	$	$	$
5	$	$	$

W-2	Medical	State Withholding	SDI
1	$	$	$
2	$	$	$
3	$	$	$
4	$	$	$
5	$	$	$

Electronic Filing

Would you like electronic filing?
Yes	No
Automatic deposit?
Yes (attached a VOIDed check)	No

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

Income Tax Organizer - Section Two

Other Income
Interest - Attach 1099 Forms

Payor	Amount
1	$
2	$
3	$
4	$

Dividends - Attach 1099 Forms

Payor	Total	Capital Gain	Ordinary Dividend
1	$	$	$
2	$	$	$
3	$	$	$
4	$	$	$

State Tax Refund
Amount Received $

Check if you did not itemize on your federal tax return last year.

Capital Gains (stocks, bonds, other investment property)

Description	Sales Price	Cost or Basis
1	$	$
2	$	$
3	$	$
4	$	$

Pensions/IRA Distributions - Attach Form 1099 / W-2s

Payor	Gross Distribution	Taxable Amount
1	$	$
2	$	$

Check box if Federal or State Tax was withheld

Alimony Received
Payor Amount $ Payor's Social Security #

Unemployment Received
Taxpayer Amount $ Spouse Amount $

Social Security Benefits Received
Taxpayer Amount $ Spouse Amount $

Miscellaneous Income
Description:

________________________________________________________________________

Deductions
Medical and Dental Expenses
Insurance Premiums (Net)

Doctors, Dentists, etc.

Taxes Paid
State & Local Income Tax

Real Estate Taxes - Residence

Real Estate Taxes - Other Property

Auto License: No. of Cars/Fees Paid

Personal Property Taxes

Other Taxes

Interest Paid - Attach 1098 Forms
Home Mortgage Interest Paid (1st)

Home Mortgage Interest Paid (2nd)

Contributions - Attach Details
Contributions by Cash or Check

Contributions by Other than Cash

Miscellaneous Deductions
Unreimbursed Employee
Business Expenses Union /Professional Dues

Investment Expense Tax Return Preparation Fees

Safe Deposit Box Rental

Income Tax Organizer - Section Three

Business Income & Expenses
General Information

Cash Basis

Accrual Basis

Name of Proprietor Principal Bus./Profession

Business Name

Business Address City, State, Zip

Other Accounting Method

Income
Gross Receipts or Sales $ 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 $

Employee Benefit Programs $

Insurance (other than health) $

Health Insurance Premiums for Self, Spouse, and Dependents* $

Interest Expense* (paid to banks, etc.) $

Legal and Professional Fees $ Office Expense* $

Pension and Profit Sharing Plan Contributions $

Rent - Vehicles, Machinery, and Equipment $

Rent - Other Business Property $

Repairs $ Supplies $

Taxes - Real Estate $ Taxes - Other $

Travel $ Total Meals and Entertainment $

Utilities $ Wages Paid $ * Attach details

Did you dispose of any business assets (including real estate)?

Yes No If yes, attach details.

Did you have a home office during the year?

Yes No

Rent $ Utilities $

Insurance $ Janitorial $

Misc. % of exclusive business use

Income Tax Organizer - Section Four

Rental Income & Expenses

Check if property was purchased/converted to rental in 1999.

Property Address

1.

Property	1.	2.	3.
Income: Rents Received
Expense: Advertising
Association Dues
Auto and Travel
Cleaning/Maintenance
Commissions
Gardening
Insurance
Labor
Professional Fees
Miscellaneous
Mortgage Interest
Other Interest
Repairs and Maintenance
Supplies
Taxes
Telephone
Utilities
Improvements
Other:

Adjustments To Income

Alimony Paid
Payee Amount $

Payee's Social Security #

IRA Deduction Keogh/SEP Deduction

Penalty on Early Withdrawal of Savings

Estimated Tax Payments

Federal	Date Paid	Amount Paid
Refund Applied From Prior Year
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter

State	Date Paid	Amount Paid
Refund Applied From Prior Year
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter

Income Tax Organizer - Section Five

Miscellaneous Questions

Please answer the following questions, and where appropriate, include all pertinent details.

YES	NO
		Were there any births, adoptions, marriages, divorces, or deaths in your immediate family during the year?
		Are any of your unmarried children, who might be claimed as dependents, 19 years of age or older?
		Can you be claimed as a dependent on another person's tax return?
		Did you or your spouse receive any disability income during the year? If yes, enter amount $.
		Did you sell any stocks, bonds, or other investment property during the year? If yes, have you listed the description, date acquired, date sold, sales price, cost or other basis in Section Two of this organizer?
		Did you receive any K-1s from partnerships, estates, trusts, LLCs? If so, please attach.
		Did you purchase, sell, or refinance your principal home or your second home, or get a home equity loan during the year? If yes, please attach escrow papers and other relevant information.
		Did you or your spouse "roll over" a profit sharing or retirement plan distribution into another plan? If yes, enter amount $, and attach Form 1099-R.
		Does anyone owe you money which has become uncollectable?
		Did you incur a loss because of damaged or stolen property?
		Did you incur moving expenses during the year due to a change of employment?
		Did you use your car on the job (other than to and from work)?
		Did you or your spouse work out of town for part of the year?
		Did you have an interest in or signature over a bank or brokerage account in a foreign country, or were you a grantor of or transferor to a foreign trust?
		Do you or your spouse want to allocate $3 to the Presidential Election Campaign Fund?
		Were you audited by either the Internal Revenue Service or a state taxing agency during the year?

Please Provide Prior Year's Tax Returns

Ivey's Accounting Service, Inc.
74 Jerome Street • Lumberton, North Carolina 28358
(910) 739-2901 • E-mail: harry@iveysaccounting.com