Data Organizer

Our Organizer

PRINT IT OUT. FILL IT IN. THEN SEND IT BACK TO US.

BASIC ORGANIZER

* Basic Data Sheets Click here to print our Data Sheets #1, #2, Cover Letter, 1-2-3 Checklist, and Pre-paid Audit Agreement. For all other data sheets scroll down below. (9 Pages).

* Data Sheet #1 is designed to give us information about you and your family, wages and withholdings (W-2), interest (1099-INT), plus various other income items, adjustments to income, child care information and estimated tax payments you made. It also has helpful tax information footnotes. (2 pages).

Clients On Extension – use after April 15th please fill out the information requested on this form. Please print it out, fill it in and email or fax it to us. (one page).

* Data Sheet #2 is designed to give us your itemized personal deductions such as medical expenses, taxes, mortgage interest (1098), home/co-op owners tax deductible expenses, charitable donations, professional and job related expenses, plus investment expenses and other deductions. It also requests information about your auto usage and expenses for business, and contains helpful tax information footnotes. This sheet includes a section to enter dividend income from stocks and mutual funds. (2 pages).

* Cover Letter gives you our office hours, 1099 and extension information. (One page).

* 1-2-3 Checklist provides us with information about your tax status. (One page).

* Refunds and Payment Options provides us with information how you wish to receive refunds or pay. (One page).

* Pre-paid Audit Agreement explains our pre-paid agreement covering audits. Fees are based upon the complexity of your tax return. (2 pages).

Opt out of E-file If you do not want your taxes e-filed, please fill out one of the following forms. You only need to complete Part One of these forms. For NY, NJ, CT or PA, download Form IT-800. For CA and all other states, download Form 8454.

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* denotes sheet is part of our basic organizer.

ADDITONAL DATA SHEETS FOR SPECIFIC NEEDS

Data Sheet #3 Business Income and Expenses (1099-MISC) is designed to give us information about your self-employed, freelance proprietorship business. It requests your business income, cost of sales, business expenses and office-in-home information. It also contains helpful tax information footnotes. (2 pages).

Data Sheet #4 Rental/Royalty Income and Expenses is designed to give us information about your rental property. It requests your rental income & expenses. It is also used to report royalty income. (2 pages).

Data Sheet #5 Capital Gains / Losses (1099-B) Before you fill out this sheet, go to your financial institution's web site, or call them and see if you can obtain the needed information in an Excel format. This sheet is designed to give us information about the sale and purchase of stocks and mutual funds shares that were sold. Also included is a 1099-B Reconciliation Sheet. (2 pages).

NCC (Non-cash Charitable Contributions) is designed to collect information about your non-cash contributions such as clothing, furniture, books, etc. A sample form with explanatory notes and a helpful Valuations Guide are provided. (3 pages). Also see NCCS.

Track Your Non-cash Charitable Donations on your iPhone Do you remember every single non-cash charitable donation you made in 2009, and its fair market value? No? Okay try iDonatedit at iTunes App store, just $2.99.

NCCS Statement is designed to summarize information about your non-cash charitable contributions. This simplified form is what we need to prepare your tax return. We suggest that you download our NCC forms and fill them out for your own recordkeeping purposes. You should also obtain a receipt from the charitable organization for your records.

Adoption Tax Credits Form 8839 for parents who have completed the adoption process, this tax credit is available to those who have incurred qualified adoption expenses. (one page).

Dependent Care Tax Credits Form 2441 should be filed out if you paid for nursery, day camps or other child care facilities for children 12-years-old or younger. (Not including food). (One page).

Education Tax Credits Form 8863 The Hope Scholarship Credit is available for students studying at post secondary educational institutions. The Lifetime Learning Credit is available to those who wish to obtain a degree or improve job skills. (One page).

First Time + Repeat Homebuyer Credits There are 3 First Time Homebuyer Credits as well as a Repeat Homebuyer Credit available to qualified taxpayers. (One page).

Residential Energy Credits There are two tax credits available to taxpayers who made energy saving improvements to their residence in 2009. Both credits may be available to you. (One page).

Moving Expense Form 3903 This form provides us with the information needed to deduct your moving expenses. (One page).

1099-R Retirement Income If you receive two or more 1099-Rs, please print out this sheet and fill it in. Enter all your retirement income: IRA, SEP, 401(k) or Pension Plans and attach your 1099-Rs and 5498s for your records. (One page).

1099 Data Sheet If You Hire Freelancers or Independent Contractors, You Must Issue Them 1099s. These sheets are designed to provide us with information needed to prepare 1099-MISC forms for freelancers and independent contractors who worked for you. (3 pages).

Please see important information about W-9 forms below.

W-9 In order to protect yourself from possible penalties due to incorrect names or social security numbers, you should request each of your freelancers to complete and return to you a W-9. Keep the W-9 with your tax records. You do not need to submit it to the IRS.

Real Estate - Shared Expenses This sheet allows you to allocate deductible real estate taxes and mortgage interest paid on property you share will others. (One page).

NYS Sales Tax Reminder If you file quarterly sales tax returns, print this reminder and follow the instructions. (One page).

Allocation of Days This form is to be used by employees or self employed individuals who have a regular place of business in New York (or any other state) and live in another state and travel for their jobs outside of NYS (or any other non-resident state). By keeping track of this information you can lower your non-resident state taxes. (One page).

LONG LISTS

For your convenience we have created forms for those who need more room to list multiple interest, dividend, or W-2 sources. (One page each).

Long Interest List Long Dividends List Long W-2s List