Tax Organizer

You are invited to print out this organizer and use it. This will help you organize your 2007 tax information (and make sure you don't miss any important deductions). Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!

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Please Provide Prior Year's Tax Return

Taxpayer Information

First Name
Initial
Last Name
Social Security #
Occupation
Date of Birth
Street Address
City State Zip
Home Telephone
Work Telephone
Email

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Spouse Information

First Name
Initial
Last Name
Social Security #
Occupation
Date of Birth
Street Address
City State Zip
Home Telephone
Work Telephone
Email

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Filing Status

Single	Married	Married Filing Separate	Head of Household*
* Single parents of adult children may no longer qualify.

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Salaries and Wages

W-2	Gross Income	Federal Withholding	FICA
1.	$	$	$
2.	$	$	$
3.	$	$	$
4.	$	$	$
5.	$	$	$

W-2	Medicare	State Withholding	SDI
1.	$	$	$
2.	$	$	$
3.	$	$	$
4.	$	$	$
5.	$	$	$

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Electronic Filing

Would you like electronic filing?

Yes! No

Automatic deposit?

Yes (attach a VOID check) No

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Dependents

Name
Date of Birth
Social Security #
Relationship
Months Lived at Home

Name
Date of Birth
Social Security #
Relationship
Months Lived at Home

Name
Date of Birth
Social Security #
Relationship
Months Lived at Home

Name
Date of Birth
Social Security #
Relationship
Months Lived at Home

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Other Income

INTEREST: Attach 1099INT Forms

Payor	Amount
1.	$
2.	$
3.	$
4.	$

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Dividends - Attach 1099DIV Forms

Payor	Total	Capital Gain	Ordinary Dividend
1.	$	$	$
2.	$	$	$
3.	$	$	$
4.	$	$	$

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State Tax Refund - Attach 1099G Forms

Amount Received $

Check if you did not itemize in prior years

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Capital Gains - Attach 1099B and 1099S Forms

Description	Date Acquired	Date Sold	Sales Price	Cost or Basis
1.			$	$
2.			$	$
3.			$	$
4.			$	$

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Pensions/IRA Distributions - Attach 1099R Forms

Payor	Gross Distribution	Taxable Amount	Roth Conversion
1.	$	$	$
2.	$	$	$

Check box if Federal or State Tax was withheld

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Alimony Received

Payor Amount $
Payor's Social Security #

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Unemployment Received - Attach 1099G Forms

Taxpayer Amount $
Spouse Amount $

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Social Security Received - Attach SSA-1099 Forms

Taxpayer Amount $
Spouse Amount $

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Miscellaneous Income

Description and Amount

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Deductions

Medical and Dental Expenses

Insurance Premiums
Doctors, Dentists, etc. (Net)

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Taxes Paid

State & Local Income Tax
Real Estate Taxes - Residence
Real Estate Taxes - Other Property
Auto License:
No. of Cars Fees Paid
Sales taxes for purchase of car, truck, boat or airplaine (attach receipts)
Personal Property Taxes
Other Taxes

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Interest Paid - Attach 1098 Forms

Home Mortgage Interest Paid (1st)
Home Mortgage Interest Paid (2nd)
Home Mortgage (Equity Line)
Investment interest (margin account, other)
Student Loan Interest

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Contributions - Attach Details. Must have documentation for all donations.

Contributions by Cash or Check
Contributions by Other than Cash

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Miscellaneous Deductions

Unreimbursed Employee Business Expenses: Description
Union/Professional Dues
Investment Expense
Tax Return Preparation Fees
Safe Deposit Box Rental

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Business Income

General Information

Cash Basis

Accrual Basis

First Year

Taxpayer

Spouse

Principal Bus./Profession
Business Name
Business Address
City, State, Zip
Other Accounting Method

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Income

Gross Receipts or Sales $
Returns and Allowances $
Other Income $

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Cost of Goods Sold - If Applicable

Inventory at Beginning of the Year $
Inventory at End of the Year $
Purchases $
Cost of Items for Personal Use $
Cost of Labor $
Materials and Supplies $
Other Costs $

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Expenses

Advertising $
Car and Truck Expenses* $
Commissions $
Employee Benefit Programs $
Insurance (other than health) $
Health Insurance Premiums for Self* $
Mortgage Interest (paid to banks, etc.) $
Other Interest $
Legal and Professional $
Office Expense $
Pension and Profit Sharing Plans $
Rent - Vehicles, Machinery, and Equipment $
Rent - Other Business Property $
Repairs $
Supplies $
Taxes - Real Estate $
Taxes - Other $
Travel $
Other* $
Total Meals and Entertainment $
Utilities $
Wages $

*Attach a detailed schedule

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Did you acquire or dispose of any business assets (including real estate) during the year?

Yes No

If yes, attach a detailed schedule.

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Did you have a home office during the year?

Yes No

Rent $	Utilities $
Insurance $	Janitorial $
Misc.	% of exclusive business use

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Rental Income and Expenses

Check if property was purchased/converted to rental in 2007.

Property Address

1.
2.
3.

Property	1.	2.	3.
Income: Rents Received
Expenses: Advertising
Association Dues
Auto and Travel
Cleaning/Maintenance
Commissions
Gardening
Insurance
Labor
Professional Fees
Miscellaneous
Mortgage Interest
Other Interest
Repairs and Maintenance
Supplies
Taxes
Telephone
Utilities
Improvements
Other:

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Adjustments to Income

Alimony Paid

Payee Amount $
Payee's Social Security #

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Education Deduction (tuition + expenses to $4,000)
IRA Deduction
Keogh/SEP Deduction
SIMPLE Plan
Education IRA Deduction
MSA Deduction
HSA Deduction

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Penalty on Early Withdrawal of Savings

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Estimated Tax Payments

Federal	Date Paid	Amount Paid
Overpayment - Prior Year		$
1st Quarter		$
2nd Quarter		$
3rd Quarter		$
4th Quarter		$

State	Date Paid	Amount Paid
Overpayment - Prior Year		$
1st Quarter		$
2nd Quarter		$
3rd Quarter		$
4th Quarter		$

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Miscellaneous Questions

If any of the following items pertain to you or your spouse for the year 2007, please check the appropriate box and include all pertinent details.

Yes
	Were there any births, adoptions, marriages, divorces, or deaths in your immediate family during the year?
	Are any of your unmarried children, who might be claimed as dependents, 19 years of age or older?
	Do you have any children under age 18 with interest, dividend, and or capital gain income in excess of $850?
	Can you be claimed as a dependent on another person's tax return?
	Did you or your spouse "rollover" a retirement plan distribution into another plan? If yes, enter amount $, and attach Form 1099-R.
	Did you or your spouse receive any disability income during the year? If yes, enter amount $ .
	Did you open a Roth IRA account or convert an IRA into a Roth IRA?
	Did you purchase, sell, or refinance your principal home or your second home, or make a home equity loan during the year? If yes, please bring escrow papers and other relevant information.
	Were reductions in mortgage loan payments from refinancing used to pay for home improvements?
	Did you sell any stocks, bonds, or other investment property during the year? If yes, please send the descriptions, date acquired, date sold, sales price, cost or basis, and expenses of sale.
	Did you make gifts in excess of $12,000 during 2007?
	Did you pay any one household employee cash wages of $1,500 or more in 2007; withhold federal income tax during 2007 at the request of any household employee; or pay total cash wages of $1,500 or more in 2007 to household employees?
	Did you use your car on the job (other than to and from work)?
	Does anyone owe you money which has become uncollectible?
	Did you incur moving expenses during the year due to a change of employment?
	Did you or your spouse work out of town for part of the year?
	Did you incur a loss because of damaged or stolen property?
	Did you make payments for post-secondary education?
	Do you or your spouse want to allocate $3 to the Presidential Election Campaign Fund?
	Did you have an interest in or signature authority over a bank or brokerage account in a foreign country, or were you a grantor of or transferrer to a foreign trust?
	Were you audited by either the Internal Revenue Service or the State taxing agency during the year?
	Did you receive any K-1s from partnerships, estates, trusts, or LLCs? If so, please attach.
	Do you have an up-to-date will?
	Did any of your dependents live outside the U.S.? If so, please provide details.
	Did you have a health savings account (HSA) for 2007? (California doesn't recognize HSAs. Income is taxable and medical expenses should be itemized on your California return.)
	Do you have minimum tax credits more than three years old? (Part may be refundable for 2007)

To find out if we're the right CPAs for you, give Michael Gray a call today at 408-918-3161.

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