2021 Tax Organizer

2021 Tax Organizer

Personal Information

Personal Information

	Full Name	SSN	Has IP PIN	Date of birth
Taxpayer
Spouse

Name of person to whom all information should be addressed, if not the taxpayer
Street address, city, state, and ZIP

	Occupation	Daytime phone	Evening phone	Cell phone
Taxpayer
Spouse

Taxpayer email
example@example.com
Spouse email
example@example.com
Filing status at the end of 2021

SingleMarriedWidowedMarried filing separately
If widowed and your spouse died in 2021, enter the date of death

MonthDayYear
Date
If married but filing separately, did you live apart from your spouse for the last six months of 2021?
Yes   No       Are you or your spouse blind?

Yes   No   Are you or your spouse disabled?

Yes   No Are you or your spouse a full-time student?

Yes   No      Do you or your spouse want to designate $3 to go to the Presidential Election Campaign Fund?

Yes   No      At any time during 2021 did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency?

Yes   No      If you were 18 years of age, or under 24 and a student, at the end of 2021, were you in foster care on or after turning 14 years of age and agree this status can be disclosed to the IRS?

Yes   No      If you were 18 years of age, or under 24 and a student, at the end of 2021, were you homeless or at risk of becoming homeless and supporting yourself?

Yes   No      Was your earned income in 2021 less than your earned income in 2019?
If "Yes," enter the amount of your 2019 earned income.

Yes    No      Did you receive the third stimulus payment (Economic Impact Payment or EIP) in 2021?

If "Yes," enter the amount received for each taxpayer and provide Notice 1444-C or Letter 6765 from the IRS.
Taxpayer      Spouse

Identification Information
Taxpayer's type of photo ID

Driver's licenseState-issued photo ID
Spouse's type of photo ID

Driver's licenseState-issued photo ID
Photo ID number
Photo ID number
State photo ID was issued
State photo ID was issued
Date photo ID was issued

MonthDayYear
Date
Date photo ID was issued

MonthDayYear
Date
Date photo ID expires

MonthDayYear
Date
Date photo ID expires

MonthDayYear
Date

Account Information for Deposits and Withdrawals

	Name of bank	Bank routing number	Bank account number	Checking account	Savings account	Used for Deposits	Used for Withdrawals
1
2

Appointment Information
Your 2021 appointment is scheduled for Type a label

* IF YOU RECEIVED ADVANCED CHILD TAX CREDIT THE PAYMENT LETTER WILL BE NEEDED OR LOGIN IRS.GOV TO GET AMOUNT*
2021 Information Pertaining to the American Rescue Plan Act (ARPA)

On March 11, 2021, the President of the United States signed into law the American Rescue Plan Act (ARPA) that authorized a third round of stimulus payments and advanced payment of the Child Tax Credit. The IRS issued notices that provided the amounts you received for these payments. This information is necessary to accurately complete your 2021 individual tax return. Information provided below explains what notice you received and how to obtain the information if you no longer have the notice or have yet to receive a letter.

Stimulus Payment (Economic Impact Payment EIP)

The third round of EIP or stimulus payments began mid-March 2021. Individuals could have received up to $1,400 ($2,800 for married couples filing a joint return). Qualifying dependents may have also received $1,400. Unlike the first two payments, EIP3 was not limited to children under 17. Families may have received the payment based on all of the qualifying dependents claimed on the tax return. Most families received $1,400 per person, meaning, a single person with no dependents may have received $1,400 while a family of four may have received $5,600. Notice 1444-C was sent following the payments and Letter 6475 will be issued in January 2022 with a combined total.

If you no longer have Notice 1444-C, or have not received Letter 6475, log in to your IRS Online Account to get the accurate amount of EIP3 received.

1. Go to irs.gov.
2. Select "View Your Account Information."
3. Select "Log in to your Online Account" and follow the prompts provided.

Advanced Child Tax Credit Payments

Under ARPA, the maximum amount for the Child Tax Credit (CTC) was increased from $2,000 to $3,600 for each child 5 years old and under. For children ages 6 - 17, the maximum increased to $3,000. In July 2021, eligible families that did not opt out began receiving advanced CTC payments up to $300 per month for each child age 5 and under and up to $250 for each child between the age of 6 and 17. IRS will issue Letter 6419 to provide the amount received per taxpayer and how many children were taken into account to determine the amount received.

If you no longer have Letter 6419, or have not yet received it, follow the directions above to log in to your online account to access the Child Tax Credit Update Portal or log directly in to the portal using the instructions below. For married couples filing a joint return, the taxpayer and spouse will both need to log in to get the amount apportioned to each taxpayer.

1. Go to irs.gov.
2. Select "Child Tax Credit Update Portal."
3. Select "Manage Advance Payments" and follow the prompts provided.

Dependent and Other Information
Name: First Name SSN: Type a label

Dependent Information

Enter your dependents here

	First and last name SSN	Has IP PIN	Relationship	Months in home	Date of birth	Disabled	Full-time Student	Childcare Expenses
1
2
3
4
5

List dependents required to file a return Type a label
Did you receive advance payments of the Child Tax Credit from the IRS at any time from July through December 2021?

YesNo
If "Yes," enter the amount each taxpayer received and the number of children taken into account to determine the amount received as shown on IRS Letter 6419, box 2. Or, provide Letter 6419 from the IRS.

Taxpayer Type a label
Spouse Type a label
If you were married last year and filed a joint return with your spouse, are you filing a joint return with the same spouse this year?

YesNo

Child and Other Dependent Care Expenses

Enter your dependents here

	Name of care provider	Address	SSN or EIN	Amount Paid
1
2
3
4

Estimates

	Federal Date paid	Federal Amount	Resident State Date paid	Resident State Amount	Resident City Date paid	Resident City Amount
First quarter Second
quarter
Third quarter Fourth
quarter
Additional payments

	Amount
Health insurance premiums (paid by you)
Long-term care premiums (you)
Long-term care premiums (your spouse)
Long-term care premiums (dependents)
Mileage driven for medical purposes
Medical & dental expenses
Doctor, dental, etc
Prescription medicines
Insulin
Glasses & contacts
Hearing aids
Braces
Medical equipment & supplies
Hospital services
Laboratory services
Nursing services
Other

	Amount
State and local income taxes
General sales tax (vehicle, boat, home, etc.)
Real estate taxes
Personal property taxes
Other taxes (list)

	Amount
Amortizable bond premiums
Federal estate tax
Gambling losses
Impairment-related work expenses
Claim repayments
Unrecovered pension investments
Loss from other activities from Schedule K-1
Ordinary loss debt instrument
Excess deduction on termination

	Amount
Home mortgage interest paid (attach Form 1098)

	Amount
Home mortgage interest paid to an individual

	Amount
Home mortgage insurance premiums
Investment interest

	Amount
Safety equipment, tools, & supplies
Uniforms
Protective clothing (shoes, hardhats, glasses, etc.)
Dues to professional organizations
Books & subscriptions
Other
Union dues
Tax preparation fees

	Amount
Safe deposit box fees
Investment expenses not entered elsewhere
Other
Home equity interest

	2021
Gross receipts or sales
Returns & allowances
Other income

	2021
Advertising
Car & truck expenses
Commissions & fees
Contract labor
Depletion
Employee benefit programs
Insurance (other than health)
Interest - mortgage
Interest - other
Legal & professional services
Office expenses
Pension & profit sharing plans
Rent or lease (vehicles, machinery, & equipment)
Rent (other business property)
Supplies
Taxes & licenses
Travel
Total meals
Utilities
Wages
Family health coverage payments for taxpayer, spouse or dependents
Other expenses (list)

	2021
Inventory at beginning of year
Purchases
Cost of personal use items
Cost of labor
Materials & supplies
Other costs
Inventory at end of year

VEHICLE MILEAGE AND EXPENSES APPLIES TO SELF EMPLOYED OR INDEPENDENT CONTRACTOR (NOT W-2 EMPLOYEES)
Expenses Related to Business
Name: Type a label SSN: Type a label

Auto Expense
Name of business vehicle is used for      blanks
Description of vehicle      Date vehicle was placed in service

Yes   No   Was this vehicle available for use during off-duty hours?
Yes   No   Was another vehicle is available for personal use?
Yes   No   Do you have evidence to support your deduction?
Yes   No   If "Yes," is the evidence written?
Mileage

Number of miles the vehicle was driven during 2021

	Miles
Business
Commuting
Other

Expenses

	Amount
Garage rent
Gas
Insurance
Licenses
Oil
Parking fees
Rental fees
Interest
Property tax
Repairs
Tires
Tolls
Lease addback
Other expenses

Business Use of Home
Name of business home is used for
What is the total square footage of your home that was used regularly and exclusively for business?
What is the total square footage of your home?

For daycare facilities not used exclusively for business, complete the following questions
How many days during the year was the area used?
How many hours per day was the area used?
The daycare facility was in operation for the entire year
In the "Office expenses" column, enter those expenses that pertain exclusively to your office; in the "Home expenses" column, enter those expenses that pertain to the entire dwelling.

Expenses

	Office expenses	Home expenses
Mortgage interest
Real estate taxes
Excess mortgage interest
Excess real estate taxes
Insurance
Rent
Repairs & maintenance
Utilities
Other expenses

Income Due Diligence

(This page is not filed with the return. It is for your records only.)
Name(s) as shown on return
Name
Tax ID Number
Tax ID Number
11. Are the expenses consistent with the type of business?

YesNo
12. Are the amounts of expense reasonable?

YesNo
13. Are any expenses that are typical for this type of business missing?

YesNo
14. If no (or low) expenses, why are they so low?
15. If high expenses or a loss, why are they so high?
16. If high expenses or a loss, how are you able to pay these expenses and keep this business open?
17. List any other information you can provide related to your business:
Your signature

Clear
Date of signature

MonthDayYear
Date
Spouse's signature. If joint return, BOTH must sign.

Clear
Date of signature

MonthDayYear
Date
Paid preparer's signature

Clear
Date of signature

MonthDayYear
Date
Should be Empty:

	Cash	Non Cash	Amount
Church
Boy or Girl Scouts
Goodwill
Red Cross
Salvation Army
United Way
Veterans
Hospital
University
Other

	Member of household for healthcare purposes	Covered the entire year	Covered less than 12 months	No healthcare coverage at all
1
2
3
4
5
6
7
8
9
10

	Amount You Paid	Total Cost
Property taxes
Mortgage interest expense
Rent
Utility charges
Repairs/Maintenance
Property insurance
Food eaten in the home
Other household expenses
Totals
Minus total amount you paid
Amount others paid

2021 Tax Organizer

* IF YOU RECEIVED ADVANCED CHILD TAX CREDIT THE PAYMENT LETTER WILL BE NEEDED OR LOGIN IRS.GOV TO GET AMOUNT*

Dependent and Other Information

Schedule A - Itemized Deductions

Job Expenses & Certain Miscellaneous Deductions

Other nonpersonal expenses related to taxable income

Schedule C - Profit or Loss from Business

Healthcare Coverage Questionnaire

VEHICLE MILEAGE AND EXPENSES APPLIES TO SELF EMPLOYED OR INDEPENDENT CONTRACTOR (NOT W-2 EMPLOYEES)

Expenses Related to Business

Head of Household Due Diligence

Income Due Diligence