Tax Organizer

Tax Organizer

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Tax Documents Needed To Prepare Individual Return

• W-2
• 1099-INT, 1099-DIV, 1099-COD, 1099-MISC, 1099-R, 1099-SSA, 1099-G
• Brokerage statements if sold investments
• Escrow statement if purchased or sold real estate
• Form K-1's
• Student loan interest
• Medical receipts (if paid more than 10% earned)
• DMV registration
• 1098 - mortgage interest
• Property tax statements
• Charitable contributions letters, cancelled checks or receipts
• Business income & expenses
• Rental income & expenses
• Estimated tax payments made during tax year by date and amount

Tax Documents Needed To Prepare Business Entity Return

• Trial balance in Excel
• Bank statement at year end and bank reconciliation
• Account receivable aging at year end
• Accounts payable aging at year end
• Detail of fixed asset additions - date, description, amount (purchase invoice)
• Detail of fixed asset deletions - date, description, proceeds received (sales invoice)
• Estimated tax payment made during the year by date and amount
• Detail of interest payments - date, payee, amount, description of loan
• Quickbooks file if available