John Harman CPA Online Organizer

Online Organizer

Please provide the following information.
Are you a new or returning client?
Taxpayer Name

First NameMiddle InitialLast Name
Taxpayer E-mail
Taxpayer DOB

MonthDayYear
Date
Taxpayer SSN
Taxpayer Occupation
Taxpayer Telephone

Area CodePhone Number
Spouse Name

First NameMiddle InitialLast Name
Spouse E-mail
example@example.com
Spouse DOB

MonthDayYear
Date
Spouse SSN
Spouse Occupation
Spouse Telephone

Area CodePhone Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have any dependents?
What tax year(s) do you need to file?
How did you hear about us?

Other
Who referred you?

Information Request - Dependents
- Dependent 1
  
  First NameLast Name
- Dependent 1 DOB
  
  MonthDayYear
  Date
- Dependent 1 - Date of adoption
  
  MonthDayYear
  Date
- Dependent 1 - SSN
- Dependent 1 - Relationship to taxpayer
- Dependent 1 - Number of months lived with taxpayer
- Dependent 1 - Claimed as a dependent on another return?
- Dependent 1 - Had income during tax year?
- Dependent 2
  
  First NameLast Name
- Dependent 2 - DOB
  
  MonthDayYear
  Date
- Dependent 2 - Date of Adoption
  
  MonthDayYear
  Date
- Dependent 2 - SSN
- Dependent 2 - Relationship to taxpayer
- Dependent 2 - Number of months lived with taxpayer
- Dependent 2 - Claimed as a dependent on another return?
- Dependent 2 - Had income during tax year?
- Dependent 3
  
  First NameLast Name
- Dependent 3 - DOB
  
  MonthDayYear
  Date
- Dependent 3 - Date of Adoption
  
  MonthDayYear
  Date
- Dependent 3 - SSN
- Dependent 3 - Relationship to taxpayer
- Dependent 3 - Number of months lived with taxpayer
- Dependent 3 - Claimed as a dependent on another return?
- Dependent 3 - Had income during tax year?
- Dependent 4
  
  First NameLast Name
- Dependent 4 - DOB
  
  MonthDayYear
- Dependent 4 - Date of Adoption
  
  MonthDayYear
- Dependent 4 - SSN
- Dependent 4 - Relationship to taxpayer
- Dependent 4 - Number of months lived with taxpayer
- Dependent 4 - Claimed as a dependent on another return?
- Dependent 4 - Had income during tax year?
- Do you have additional dependents?
- In the document upload section, please include information on additional dependents.

Information Request - Returning Clients
Did your address change during the year?
New Address:
Did your phone number or email address change during the year?
New Info:
Did your marital status change during the year?
Please explain
Were there any changes in dependents?
Please explain

Information Request - Business #1

If you do not have a business, please review your answers on prior pages.
Business Name
As registered with a state
DBA
As registered with a state
State of formation
As registered with a state
If TX, Webfile #
Begins with XT
Business EIN
Business filing type
Do you track your income/expenses in QuickBooks or some other accounting software?
Please upload your Profit & Loss, Balance Sheet, and Asset Account Detail

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Cancelof
No problem! Please fill in your income and expenses below.
Income

Monies received during the tax year for products and services
Gross Receipts or Sales
Less: Returns and allowances
Other Income
Description of Other Income entered above
TOTAL INCOME
Cost of Goods Sold

Direct costs of producing goods sold by your company - This does not apply to all companies
COGS - Purchases
COGS - Subcontractor Labor
COGS - Other
Description of COGS - Other
TOTAL COGS
Expenses

Costs of running your business
Accounting
Advertising
Bank Charges
Auto Expenses
Commissions Paid
Contract Labor
Delivery and Freight
Costs of delivering your product to the customer
Dues and Subscriptions
Employee Benefit Programs
Insurance (other than health)
Interest - Mortgage
Interest - Other
Description of Interest - Other
Janitorial
Laundry and Cleaning
Legal and Professional
Office Expense
Outside Services
Not directly attributable to specific jobs
Parking and Tolls
Do not include in Auto Expense
Pension and Profit-Sharing Plans
Postage
Printing
Rent - Vehicles, Machinery, Etc.
Rent - Real Property
Repairs & Maintenance
Security
Supplies
Taxes - Real Estate
Taxes - Payroll
Taxes - Sales Tax
Taxes - Other
Description of Taxes - Other
Please explain taxes listed above.
Telephone
Tools
Not directly attributable to any one job
Travel
Meals (in full)
DOT Meals (in full)
Uniforms
Utilities
Wages
Paid through a payroll service
Other Expense
Description of Other Expense
Other Expense
Description of Other Expense
Other Expense
Description of Other Expense
Business Assets

Assets purchased for more than $2,500 in the company name during the tax year (i.e. vehicles, buildings, software, etc.) or any asset that sold / was disposed of
Was there a change in assets during the tax year?

Please provide any other information that your tax preparer should know about this business.
Do you have another business to report?

Information Request - Business #2

If you do not have a second business, please review your last answer on the prior page.
Business Name
As registered with a state
DBA
As registered with a state
State of formation
As registered with a state
If TX, Webfile #
Begins with XT
Business EIN
Business filing type
Do you track your income/expenses in QuickBooks or some other accounting software?
Please upload your Profit & Loss, Balance Sheet, and Asset Account Detail

Browse Files

Cancelof
No problem! Please fill in your income and expenses below.
Income

Monies received during the tax year for products and services
Gross Receipts or Sales
Less: Returns and allowances
Other Income
Description of Other Income entered above
TOTAL INCOME
Cost of Goods Sold

Direct costs of producing goods sold by your company - This does not apply to all companies
COGS - Purchases
COGS - Subcontractor Labor
COGS - Other
Description of COGS - Other
TOTAL COGS
Expenses

Costs of running your business
Accounting
Advertising
Bank Charges
Auto Expenses
Commissions Paid
Contract Labor
Delivery and Freight
Costs of delivering your product to the customer
Dues and Subscriptions
Employee Benefit Programs
Insurance (other than health)
Interest - Mortgage
Interest - Other
Description of Interest - Other
Janitorial
Laundry and Cleaning
Legal and Professional
Office Expense
Outside Services
Not directly attributable to specific jobs
Parking and Tolls
Do not include in Auto Expense
Pension and Profit-Sharing Plans
Postage
Printing
Rent - Vehicles, Machinery, Etc.
Rent - Real Property
Repairs & Maintenance
Security
Supplies
Taxes - Real Estate
Taxes - Payroll
Taxes - Sales Tax
Taxes - Other
Description of Taxes - Other
Please explain taxes listed above.
Telephone
Tools
Not directly attributable to any one job
Travel
Meals (in full)
DOT Meals (in full)
Uniforms
Utilities
Wages
Paid through a payroll service
Other Expense
Description of Other Expense
Other Expense
Description of Other Expense
Other Expense
Description of Other Expense
Business Assets

Assets purchased for more than $2,500 in the company name during the tax year (i.e. vehicles, buildings, software, etc.) or any asset that sold / was disposed of
Was there a change in assets during the tax year?

Please provide any other information that your tax preparer should know about this business.
Do you have another business to report?

Information Request - Business #3

If you do not have a third business, please review your last answer on the prior page.
Business Name
As registered with a state
DBA
As registered with a state
State of formation
As registered with a state
If TX, Webfile #
Begins with XT
Business EIN
Business filing type
Do you track your income/expenses in QuickBooks or some other accounting software?
Please upload your Profit & Loss, Balance Sheet, and Asset Account Detail

Browse Files

Cancelof
No problem! Please fill in your income and expenses below.
Income

Monies received during the tax year for products and services
Gross Receipts or Sales
Less: Returns and allowances
Other Income
Description of Other Income entered above
TOTAL INCOME
Cost of Goods Sold

Direct costs of producing goods sold by your company - This does not apply to all companies
COGS - Purchases
COGS - Subcontractor Labor
COGS - Other
Description of COGS - Other
TOTAL COGS
Expenses

Costs of running your business
Accounting
Advertising
Bank Charges
Auto Expenses
Commissions Paid
Contract Labor
Delivery and Freight
Costs of delivering your product to the customer
Dues and Subscriptions
Employee Benefit Programs
Insurance (other than health)
Interest - Mortgage
Interest - Other
Description of Interest - Other
Janitorial
Laundry and Cleaning
Legal and Professional
Office Expense
Outside Services
Not directly attributable to specific jobs
Parking and Tolls
Do not include in Auto Expense
Pension and Profit-Sharing Plans
Postage
Printing
Rent - Vehicles, Machinery, Etc.
Rent - Real Property
Repairs & Maintenance
Security
Supplies
Taxes - Real Estate
Taxes - Payroll
Taxes - Sales Tax
Taxes - Other
Description of Taxes - Other
Please explain taxes listed above.
Telephone
Tools
Not directly attributable to any one job
Travel
Meals (in full)
DOT Meals (in full)
Uniforms
Utilities
Wages
Paid through a payroll service
Other Expense
Description of Other Expense
Other Expense
Description of Other Expense
Other Expense
Description of Other Expense
Business Assets

Assets purchased for more than $2,500 in the company name during the tax year (i.e. vehicles, buildings, software, etc.) or any asset that sold / was disposed of
Was there a change in assets during the tax year?

Please provide any other information that your tax preparer should know about this business.
Do you have another business to report?
Please upload information on additional businesses now.
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Information Request - Business Use of Home
Total square footage of home:
Total square footage of area for business use:
Cannot include shared spaces
For my Business-Use-of-Home deduction, I elect to:
Utilities:
Total for the year
HOA:
Total for the year
Repairs:
Total for the year
Pest:
Total for the year
Home / renter's insurance:
Total for the year
Security:
Total for the year
Rent (if you rented your home:
Total for the year
Other:
Total for the year
Business Use of Vehicle
Vehicle 1 - Brief description:
Ex.: 2020 Ford F250
Vehicle 1 - Total miles driven:
Vehicle 1 - Business miles driven (do not include miles driven between home and office):
Vehicle 2 - Brief description:
Ex.: 2020 Ford F250
Vehicle 2 - Total miles driven:
Vehicle 2 - Business miles driven (do not include miles driven between home and office):

Information Request - Trusts and Estates
Trust Name
Trust EIN
Trust Type
Do you have additional trusts?
Trust Name
Trust EIN
Trust Type
Do you have additional trusts?
Please upload additional trust information here.
Please provide trust tax documents

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Document Upload and Signature

Please submit your tax documents, sign, and submit form.
Please don't forget to include your prior year's tax return with your upload.
Upload Tax Documents (W2, 1099s, 1098, K1s, etc.)

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Are there any tax documents you are missing / will provide later?
What forms / information are you missing?
To the best of my knowledge the information enclosed in this document is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records.
Signature

Appointment and Submission

Please choose the best day/time for your virtual appointment. (All documents must be uploaded at least 24 hours prior to appointment.)
Do you already have an appointment scheduled?
Appointment Time/Date
Appointment Type

Other
A member of our team will confirm will reach out to confirm your appointment time or reschedule if it is no longer available.
Should be Empty:

Rows	Brief Description	Purchase Date	Purchase Price
Asset 1
Asset 2
Asset 3
Asset 4
Asset 5

Rows	Brief Description	Purchase Date	Purchase Price	Sale Date	Sale Price
Asset 1
Asset 2
Asset 3
Asset 4
Asset 5

Rows	Brief Description	Purchase Date	Purchase Price
Asset 1
Asset 2
Asset 3
Asset 4
Asset 5

Rows	Brief Description	Purchase Date	Purchase Price
Asset 1
Asset 2
Asset 3
Asset 4
Asset 5

Rows	Brief Description	Purchase Date	Purchase Price	Sale Date	Sale Price
Asset 1
Asset 2
Asset 3
Asset 4
Asset 5

Online Organizer

Information Request - Dependents

Information Request - Returning Clients

Information Request - Miscellaneous

Information Request - Business #1

Income

Cost of Goods Sold

Expenses

Business Assets

Information Request - Business #2

Income

Cost of Goods Sold

Expenses

Business Assets

Information Request - Business #3

Income

Cost of Goods Sold

Expenses

Business Assets

Information Request - Business Use of Home

Business Use of Vehicle

Information Request - Trusts and Estates

Document Upload and Signature

Appointment and Submission