Tax Organizer

Tax Organizer

Below is our printable tax organizer to make your tax planning easier.

Organization Review List for Tax Material
Be sure to print this when you are finished.

REQUIRED DOCUMENTATION ENCLOSED

Copy of 2006 tax return (last year's)

Child care credit-id # or ss #, name & address of caregiver

Itemized list of estimated taxes, jurisdiction & dates paid in 2007

Total out of pocket expenses for qualified educators

All W-2's for wages

All 1099's for interest earned in 2007

All 1099's for dividends received in 2007

All 1099's for retirement received in 2007

All other 1099's for earnings in 2007 (prizes, self-employment, etc.)

Statement/information on tax free bonds

Social security benefit statement (s)

All 1099B's on stock sale info - original purchase date & price; sales dates & price. Any dividends reinvested.

Forms 1098-E student loan interest statement for 2007 and month & year loan first became payable.

Forms 1098-T tuition payment statement for 2007

Itemized expenses:

Mortgage interest statements

Property taxes paid in 2007

Total medical expenses

Total charitable contributions

Total unreimbursed employee expenses

Business revenue/expenses:

Rental income

Rental expenses

Rental depreciation schedule from 2006 & 2007

Self employed revenue

Self employed expenses

Applicable depreciation schedule for 2006 & 2007

Partnership, estate, or trusts K-1 forms

Taxpayer and spouses date of birth

List of dependants, their ss numbers and dates of birth

Please indicate by checkmark the items enclosed as
given to Dayton Tax & Accounting.

Please return this completed checklist with all indicated documentation for prompt completion of your 2007 tax return.

Once you have finished just right click and choose the print command or highlight the tax organizer and print selection.

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