Tax Organizer

Tax Organizer
Select Tax Year(s) for Tax Preparation

2022202120202019
Taxpayer Name*

First NameLast Name
Referred by:
Enter the name of the person who referred you *Please complete referral program form also*
Filing Status:*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointlyQualifying WidowerNot Sure
If your filing status is Qualifying Widower, please enter spouse's date of death:

MonthDayYear
Date

Basic Information*

Rows	Legal Name (First & Last)	SSN or TIN	DOB	Occupation
Taxpayer

Basic Information

Rows	Legal Name (First & Last)	SSN or TIN	DOB	Occupation
Spouse

Taxpayer Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Address (If different from yours)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Other Information (Taxpayer)*

Rows	Telephone #	E-mail Address	Status	ID Protection Pin (If issued by IRS)
Taxpayer

Other Information (Spouse)

Rows	Telephone #	E-mail Address	Status	ID Protection Pin (If issued by IRS)
Spouse

What is your preferred method of communication?*

PhoneTextEmail
If text, who is your cellphone provider?
*Message and data rates may apply

Taxpayer ID Information*

Rows	Driver's License/State ID #	Issuing State	Issue Date	Expiration Date
Taxpayer

Spouse ID Information

Rows	Driver's License/State ID #	Issuing State	Issue Date	Expiration Date
Spouse

Identity Verification (Required)*

Photo ID for TaxpayerPhoto ID for SpouseSocial Security Card for TaxpayerSocial Security Card for Spouse
Upload valid picture ID(s) and Social Security Card(s):

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Enter your dependents here:

Rows	Name (as it appears on Social Security Card)	Relationship	SSN	DOB	# Months lived with you (taxpayer)	Disabled	Full-time student	Gross Income (if any)
1
2
3
4
5

Upload Dependent(s) Birth Certificate(s) and Social Security Card(s):

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Childcare Expenses for Children under 13 (Daycare, Babysitters, etc.):

Rows	Provider Name	Provider Tax ID	Amount Paid	Type of Care	Did you use this provider to work or look for work?	Amount Was Paid with Dependent Care FSA
Provider 1
Provider 2
Provider 3
Provider 4

*If filing 2021 tax return* Did you receive monthly Advance Child Tax Credit (CTC) payments in the year of 2021?

YesNo
If yes, what was the total amount received in 2021?

Economic Impact Payments (Stimulus Payments 2020/2021) *if filing 2020/2021 tax return*

Rows	$ Amount Received (0 if ineligible)
Stimulus 1
Stimulus 2
Stimulus 3

Record of Estimated Tax Payments Made (If Applicable):

Rows	Date Paid	Federal Amount Paid	State Amount Paid
Q1 Payment (Due 07/15/2021)
Q2 Payment (Due 07/15/2021)
Q3 Payment (Due 09/15/2021)
Q4 Payment (Due 01/15/2022)

Type a question*

Rows	Yes	No	N/A
1. Are you Self-Employed or do you receive hobby income?
2. Were there any births, deaths, marriages, divorces or adoptions in your household in 2022?
3. Did you receive income from raising animals or crops?
4. Did you give a gift of more than $15,000 to one or more persons?
5. Did you have any debts cancelled, forgiven, or refinanced?
6. Did you receive income from gravel, timber, minerals, oil, gas, copyrights, and/or patents?
7. Did you go through any bankruptcy proceedings?
8. Did you receive rent from real estate or other property?
9. Did you withdraw or write checks from a mutual fund?
10. Did you pay rent or mortgage?
10(a). If so, are you Head of Household?
11. Do you have a foreign bank account, trust, or business?
12. Did you pay interest on a student loan for yourself, spouse, or your dependent during the year?
13. Do you provide a home for and/or help support anyone not listed in the dependent section?
14. Did you pay expenses for yourself, your spouse, or your dependent to attend classes beyond high school?
15. Did you have any children under the age of 19 or 19-23 year old students that had unearned income of more than $1,100?
16. Did you purchase a new alternative technology vehicle or electric vehicle?
17. Did you own $50,000 or more in foreign assets?
18. Did you install any energy property to your residence such as solar water heaters, generators, etc. or make improvements such as exterior doors or windows, insulation, heat pumps, furnaces, central air conditioners, or water heaters?
19. Did you have any retirement/pension withdrawals (early or otherwise)?
20. Did you receive any railroad (RRTA) benefits?
21. Are you an active member of the military?
22. Are you an Armed Forces reservist, a qualified performing artist, a fee-basis state or local government official, or an individual with a disability claiming impairment-related work expenses?
23. Did you receive any K-1s from an s-corporation, partnership, trust, or estate?
24. Did you receive Dividend Income (1099-DIV)?
25. Did you experience property damage due to storm, water, fire, accident or theft?
26. Did you sell any home or land?
27. Did you contribute to a personal IRA (not a SEP or SIMPLE)?
28. Did you contribute (or plan to) contribute to a SEP or Solo 401(k)?
29. Did you contribute (or plan to) contribute to your HSA outside of your employer before the tax deadline?

Employment Related Income

Rows	Number of Forms Received in 2022
Taxpayer W2s
Spouse W2s
Dependents' W2s
Unemployment Income (1099-G)

Upload Employment Related Forms (W2s)

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Self-Employment & "Side-Gig" Income Received (excluding rentals):

Non-Employee Compensation (1099-NEC)Other Income (1099-MISC)Other Income Not Included on 1099 (i.e. cash payments for services, bartering, venmo, etc.)Sole Proprietor (No Formal LLC)S-Corp (Or LLC Taxed as an S-Corp)Single Member LLC (No S-Corp)Partnership (K-1 from 1065)Business Mileage (See Below Worksheet)
Upload Self-Employment Info (1099s, K-1s, etc.) Will obtain bookkeeping records from you separately if needed.

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Business Mileage Worksheet (For Self-Employed, optional)

Rows	Input
Year, Make, & Model of your Vehicle
Number of Miles Driven for Business
Number of Miles Driven in Total (Business + Personal)
Date vehicle placed into service for the business
Do you have written evidence to support your mileage (log, MileIQ, app, etc.)?
You can take standard mileage of 65.5 cents per mile, or fill in the below amounts for actual (if not on your books):
Amount spent on oil changes, repairs, tires, car washes, maintenance, etc. - $
Amount spent on vehicle lease payments - $
Amount spent on vehicle loan interest - $
Purchase price of vehicle (including sales tax and dealer warranties) - $
Vehicle Registration cost - $
Cost of Car Insurance - $
Any other auto related expenses - $

Home Office Worksheet (For Self-Employed, optional)

Rows	Home Office #1	Home Office #2 (IF YOU MOVED)
Was the home office used exclusively & regularly for business?
Do you use your home office as your principal place of business?
SqFt of Home Office
SqFt of Entire Home (Add unfinished SqFt if office is a separate structure or attic/garage)
Did you use your home as a daycare?
Did you use your home to store inventory?
Did you meet customers, patients, or clients in your home?
Did you use a separate structure on your property (attic, garage, ADU, etc.) for business?
Rent Paid - $
Mortgage Interest Paid (or upload 1098 above) - $
Property Taxes Paid (or upload 1098 above) - $
Amount Spent on Utilities (Gas, Water/Sewer, Electricity, Trash) - $
Amount Spend on Home Internet - $
Amount Spend on Home Phone (Landline) - $
Amount Spent on Repairs Excluding Landscaping (Entire Home) - $
Amount Spent on Repairs (Just For The Home Office) - $
Amount Spent on Remodeling (Entire Home) - $
Amount Spent on Remodeling (Just Home Office) - $
Purchase Price of Your Home and year purchased (optional)
Value of Just the Land (optional)
Amount Spent on Hazard Insurance (Homeowners or Renters Insurance) - $
Any Other Deductible Items (List Type and Amount Paid)

Did you have any of the below investment income items?

REITs or other Trust IncomeRental Income (Including Vacation Rentals)Royalty Income (typically rec'd on a 1099)Interest & Dividend Income (1099-INT, 1099-OID, 1099-DIV)Income from sales of stock or other property (1099-B, 1099-S)Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)Transactions involving cryptocurrency (Virtual currency)Bond Tax Credit (1097-BTC)Brokerage Statement (i.e. Fidelity, TD Ameritrade, Charles Schwab, etc.)
Upload Investment Income Forms or Spreadsheets From List Above

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Retirement Income & Deductions:

Pension/IRA/annuity income (1099-R)Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)Social security/RRB income (SSA-1099, RRB-1099)Solo 401(k) contributions made (or desire to make)SEP IRA contributions (or desire to make)Individual IRA contributions (or desire to make)Form 5498 showing IRA contributionsBack Door Roth IRA conversion
Upload Retirement Income Forms

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Housing Deductions:

Office in Home (for Self-Employed)Mortgage Interest Paid (Form 1098)Real Estate Property Taxes Paid (1098 if escrowed)Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)All other 1098 series forms
Upload Housing Deduction Forms (1098, Taxes, See Home Office Worksheet Below)

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Charitable Contributions (GoFundMe is not Eligible)

Rows	Applicable?	Amount (or upload below)
Cash amounts donated to houses of worship, schools, other qualified charitable organizations
Records of non-cash charitable donations (Thrift Store donations, car donations, etc.)
Amounts of miles driven for charitable purposes
Appreciated stock donation (DAF)

Upload Charitable Donation Info:

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Healthcare Related Deductions and Forms:

Rows	Applicable?	Amount (or upload below)
Amounts paid out of pocket (NOT with HSA) for healthcare (doctors, hospitals, lasik, eye care + glasses/contacts, acupuncture, chiropractors, dentists, birth control, fertility, breast pumps, pregnancy tests, alcoholism + drug addiction treatments, prostheses, bandages, hearing aids, learning disabilities, conferences, nursing homes, psychologists, tutoring for children with special needs, sterilization, smoking cessation, hard-of-hearing telephones and televisions, and more. see IRS pub. 502.
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Amounts of miles driven for medical purposes
Form 5498-SA showing HSA contributions
HSA contributions made outside of your employer (often after year-end but before tax deadline)
Self-Employed Health Insurance: Amount paid out of pocket for premiums (if you did not qualify for coverage through your employer or your spouses employer, and excludes Christian Health-sharing ministries, which do not count as health insurance)
Insurance premiums paid out of pocket (amount not covered by your employer)
Cost of medical travel (lodging and meals)

Upload healthcare related forms

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Education Related Deductions & Forms:

Rows	Applicable?	Amount (or upload below)
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest
Receipts for classroom expenses (for educators in grades K-12)
Form 1099-Q 529 Savings Account Distributions
529 Account Contributions (Deductible in Some States)

Upload Education Related Forms

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Other Deduction Information:

Invoice showing personal property tax on vehicles (value-based portion of vehicle registration)All other 5498 series forms (5498-QA, 5498-ESA)Federally Declared Disaster (FEMA assistance, property losses, insurance reimbursements, etc.)
Upload Other Deduction Information

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Did you receive any correspondence from the IRS or the State Tax Department?

YesNo
If yes, upload any tax agency notices, statements, or letters

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Additional comments

To the best of my knowledge the information enclosed in this client tax organizer is true and 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 to substantiate in the event of an audit. I allow BTC Financial Solutions, LLC to capture my sensitive data including but not limited to IDs, Social Security Number (SSN), tax forms, and other information. I have read the Terms and Conditions and Privacy Policy of BTC Financial Solutions, LLC.
Taxpayer Signature*
Date Signed*

MonthDayYear
Date
Spouse Signature
Date Signed

MonthDayYear
Date
Should be Empty: