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


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