Tax organizer 2016 pdf

The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax. This tax organizer is designed to help you gather the tax information needed for anderson to prepare your personal income tax return for 2017. Tax return preparation fee paid during 2016 safe deposit box rental. Individual income tax organizer please provide copies of all w2s and 1099s. Every client must fill out this tax organizer to in order for atbs to begin work on their 2016 tax. If you are claiming a dependent or you are head of household and not claiming a dependent, you must. Suppress omits the page from the organizer even if the clients prior year tax. Tax organizers to help you prepare for your tax interview, we have prepared a series of organizers and links to useful information. To save you time, selected information from your 2016 tax return has been entered in this organizer. To create a blank, fillable pdf organizer for a new client, follow these steps. If you live in al, ar, ca, hi, ia, ny, mn or pa, your state will allow flight. Our tax organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return. Prior year clients should use the proforma organizer provided. There are over 200 tax saving opportunities included here.

The 2016 clergy tax organizer and tax documents will need to be submitted to our office by march 15, 2017 to guarantee tax return completion by april 15, 2017. Please supply all supporting tax documents such as w2s, 1099s, 1098s, k1s, property tax statements and closing statements. Thank you for choosing atbs as your accounting and tax service provider. If you have any questions, please give us a call at 678 7078044. If you have multiple properties, llcs or partnerships, you will need to use a separate organizer for each one. The organizer is revised annually to be compatible with the everchanging tax laws. With the downloadable, pdf version, you can type in fields, but the forms need to be printed out and submitted with your tax documents. There are over several tax saving opportunities included here. You must provide additional info if your tax situation exceeds the parameters of this organizer. Please line through any information that does not apply to your 2017 tax return. Would you like a physical copy or a pdf copy of your tax return.

Complete pages 1 through 4 and all applicable sections. Sales tax receipted leave blank for standard amount sales tax cars, boats, home, etc. 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. 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. Do not fill out every page of the organizer, this is intended to provide your tax organizer with as much information as possible. Click here for a fillable pdf for tax year 2015, click here. Beginning in drake 2016, you can create fillable pdf organizers. Please add, change, or delete information as appropriate. Please complete and sign this organizer prior to your appointment.

Your tax appointment please complete and sign this organizer. We will prepare your 2016 federal and state if applicableincome tax returns from information you provide to us. Click here for a fillable pdf for tax year 2017, click here. Mesa tax organizers epl tax group, llc personal, real. Address 1040 us tax organizer tax organizer organizer. Do not fill out every page of the organizer, this is intended to provide your tax organizer. Single married head of household married filing separate salaries and wages enclose all w2 forms w2 gross income federal withheld fica. Tax organizer org0 this tax organizer is designed to help you collect and report the information needed to prepare your 2016 income tax return. In some cases, 2015 amounts have been included in a separate column. Please mail the completed organizer to this office prior to your appointment.

Change year and your tax information below as appropriate. The internal revenue service matches information returns with amounts reported on income tax. If you have children who have earned or unearned income for 2016, please supply any applicable documentation for them as well. Users have reported issues with the fillable pdf being. Please complete the following steps to take advantage of this tax organizer. Preparation of your 2016 tax returns sample organizer. If available, your prior year information has been included for reference. Did you receive any income not included in this tax organizer. Here is your tax organizer to assist you in gathering the information necessary information for your business tax return for 2016. Please take a little time to look it over to see if anything applies to you. Other income other income continued interest attach forms 1099int income from partnerships, estates, llcs, trusts, and s.

Click here for a fillable pdf for tax year 2016, click here. Caution some tax bills include nondeductible special services. If you had compliant health insurance through an employer plan, private policy. Organizer pa e 2 2016 tax organizer please enter all pertinent 2016 information. Tax organizer for individual, business, non profit tax filing. Full client organizer for both pilots and nonflight clients. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide. 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 pdf download tax guide for churches. Enter all 2017 information for which you do not have official documentation. Copy of form 8716 election to have a tax year other than a required tax year if the entity has elected under irc sec. 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. 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.

Copy of form 1128 application to adopt, change, or retain a tax year if the entity has elected to adopt, change, or retain its tax year. This tax organizer will assist you in gathering information necessary for the preparation of your 2015 tax return. 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. Select the organizer pages you want to include with the 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. When edits are made, changes are not being saved by the browser.

If you claim the earned income credit, please provide proof that your child is a resident of the united states. Scholarships or grants not reported on form w2 state income tax. Other income other income continued interest attach forms 1099int income from partnerships, estates, llcs, trusts, and s corporations payor amount attach forms k1 and list any not received yet. The organizers currently posted below are primarily for the 2019 tax. You can retrieve and store blank tax organizers emailed to clients. Click on the view tax organizer button below to bring up the organizer in a new window. This tax organizer has been prepared for your use in gathering the information needed for your 2017 tax return. Purchased health insurance for yourself or a family member through the health insurance. Print the organizer by clicking on the printer icon on the top of the screen. The organizers currently posted below are primarily for the 2019 tax year, although they can be used for other years. This tax organizer will assist you in gathering information necessary for the preparation of your 2016 tax return.

Did you make any payments in 2016 that would require you to file forms 1099. Tax return questionnaire 2019 tax year page 2 of 18 3. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return byfocusing attention onyourspecial needs. Make filing your taxes this year easy with one of our tax organizers. Houston, tx 77032 281 5403040 or 1877 3726888 1 2016 tax organizer 2016. Bring the completed tax organizer and all supporting documents to the meeting. If you are a new client, be sure to provide a copy of last years tax return. This window will change depending on the organizer type selected in step 5. You do not need to change these prior year amounts. If you have attached a government form for an item, check the box and do not enter a 2016 amount. Check any of the boxes below that apply to you for 2016. Visit this page to download a tax organizer for your 1040, 1004ez, schedule c, corporate, small business, or non profit tax filings. 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.

Organizer 10% required schedules checklist 990, part iv 0% board listing and compensation 990, part vii, sect. Thank you for choosing brown and abbott pc to assist you with your 2016 taxes. The client organizer to be completed and returned to us b. This organizer only captures some common elements for typical returns. Tax organizer for individual, business, non profit tax. Individual tax organizer letter form 1040 2 individual tax organizer letter form 1040 organizer if we did not prepare your prior year returns, provide a copy of federal and state returns for the three previous years. If you wish to utilize our tax organizer please follow the applicable links below. We will prepare your 2016 federal and state income tax. Please mail the completed organizer along with required documentation, w2s, 1099s, 1098s, k1s, etc. If you had compliant health insurance through an employer plan, private policy or with a. Please supply all supporting tax documents such as w2s, 1099s, 1098s, k1s, property tax.