The organizers are available in several configurations to assist you in collecting relevant tax information needed to properly prepare your tax return. Access any of the versions by double clicking on the underlined part version description. The organizers are in a PDF format which you can print out and complete before your tax appoint.
Basic Organizer – This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.
Basic Organizer plus Itemized Deductions – This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.
Full Organizer – This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.
Business Organizer – Use this organizer for partnerships and incorporated business entities.
Tax Organizer Worksheets for Professions