2015 tax organizer pdf

This tax organizer will assist you in gathering information necessary for the preparation of your 2015 tax return. Schedules k1 showing income or loss from partnerships, s corporations or estates or trusts. Organizer 10% required schedules checklist 990, part iv 0% board listing and compensation 990, part vii, sect. The following questions pertain to the 2017 tax year. Please add, change, or delete information as appropriate.

There are over 200 tax saving opportunities included here. This organizer was designed specifically for the 2015 tax year and certain items may not apply to other years. Simply download the pdf organizer and open with adobe acrobat that doesnt open within the browser. Taxes are complicated and the rules change constantly. Full client organizer for both pilots and nonflight clients. Tax return questionnaire 2015 tax year page 10 of 15 property date acquired cost or other basis depreciation method prior depreciation income amount 1. For any question answered yes, include supporting detail or documents. Trucker tax service, 2117 traders crossing, fort wayne, indiana 46845. We hope 2015 has been a happy and successful year for you. If you had compliant health insurance through an employer plan, private policy or with a. Enclosed is your annual tax organizer, which needs to be completed and returned along with all pertinent forms and statements relating to your tax situation. Our tax organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return.

Click here for a fillable pdf for tax year 2016, click here. 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. Copies of other compensation or pension documentation, such. This 2015 tax organizer contains important information that can reduce your taxes.

We are pleased to announce that we are offering an exciting alternative to completing the enclosed tax organizer for 2015. To save you time, selected information from your 2014 tax return has been entered in this organizer. Organizer page 7 2015 1040 us miscellaneous questions. Please line through any information that does not apply to your 2015 tax return. Individual tax organizer form 1040 enclosed is an income tax data organizer that i provide to tax clients to assist them in gathering the information necessary to prepare their individual income tax returns. Tax organizer org0 a copy of your tax return if not in our possession. Do not include above income taxes paid to another state state. Copies of other compensation or pension documentation, such as form 1099misc or form 1099r. Please complete the organizer sections as appropriate and provide the supporting documentation where necessary. The download file contains, client information, dependent information, important tax questions, itemized deduction information, engagement letter, firm disclosure. Bring the completed tax organizer and all supporting documents to the meeting. 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 have an overpayment of 2014 taxes, do you want.

Health care organizer thetaxbook tax research products. City, county, local taxes not listed in another category other. Please take a little time to look it over to see if anything applies to you. Tax return questionnaire 2019 tax year page 2 of 18 3. This tax organizer is designed to help you gather the tax information needed to prepare your 2015 personal income tax return. Complete pages 1 through 4 and all applicable sections. Tax organizer small business back river financial group. Enclosed is your tax organizer which we will use in preparing your tax return. The 2015 tax organizer will assist you in collecting and reporting information necessary for us to properly prepare your 2015 income tax return. 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. This tax organizer has been prepared for your use in gathering the information needed for your 2015 tax return.

If you live in al, ar, ca, hi, ia, ny, mn or pa, your state will allow flight. Click here for a fillable pdf for tax year 2017, click here. To help you complete the organizer with minimal time and effort, when available, you will find certain information from your 2014 personal income tax return. Enter 2015 information on the tax organizer pages provided. There are over several tax saving opportunities included here. The organizers currently posted below are primarily for the 2019 tax year, although they can be used for other years. We have posted a 2014 health care organizer on the tools for tax pros section of our website. The organizer is designed to give to your tax clients or use as a source of questions to ask clients during the tax interview so that they can provide all of the necessary. Print the organizer by clicking on the printer icon on the top of the screen. The organizer is revised annually to be compatible with the everchanging tax laws. 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. Click on the view tax organizer button below to bring up the organizer in a new window.