KelliWorks Tax Organizer

	Amount Received
July 15
August 15
September 15
October 15
November 15
December 15


Amount of Cash
FMV of Non-Cash Contributions (clothing or hosuehold items; must be in good used condition or better)
Amount transferred from an IRA directly to a charity
Mileage driven to volunteer at a charitable organization

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Documentation Needs List

{driversLicense}{2022Economic}{identityProtection}{irsLetter}{childcareRecords}{incomeOf}{feesPaid}{amountsPaid}{expensesPaid}{form8332}{irsLetter224}{w2Form}{1099gOutput}{1099Forms}{k1Schedules}{incomeRecords}{recordsOf}{recordsOf231}{interestDividend}{cashAmounts}{medicalExpenses}{1095aOutput}{1098tForms}{receiptsThat}{recordsOf238}{1098eForm}{anyOther}{anyOther241}
Upload Driver's License*

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Upload 2022 Economic Impact Payment (EIP)

Might be part of your IRS 1444.
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Upload Identity Protection PIN

If applicable.
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Upload IRS Letter 6475 (2021 Economic Impact Payment)

If applicable.
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Upload Childcare Records

Include provider's tax ID number, if applicable.
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Upload Income of Dependents and Other Adults in Your Home

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Upload Fees Paid to a Licensed Day Care Center or Family Day Care for Care of an Infant or Preschooler

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Upload Amounts Paid to a Babysitter or Provider Care of Your Child under Age 13 While you Work

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Upload Expenses Paid through a Dependent Care Flexible Spending Account at Work

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Upload Form 8332

Showing that the child’s custodial parent is releasing their right to claim achild to you, the noncustodial parent (if applicable).
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Upload IRS Letter 6419

Official documentation that has the details you need to report youradvance Child Tax Credit (CTC) payments.
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Upload W-2 Form

If employed.
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Upload 1099-G

If unemployed.
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Upload 1099 Forms

If self-employed.
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Upload K-1 Schedules

If self-employed.
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Upload Income Records to Verify Amounts Not Reported on 1099-MISC or New 1099-NEC

If self-employed.
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Upload Records of All Expenses

If self-employed. Check registers/credit card statements and receipts.
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Upload Records of Estimated Tax Payments Made (Form 1040-ES)

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Upload Interest, Dividend Income (1099-INT, 1099-OID, 1099-DIV)

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Upload Cash Amounts Donated to Houses of Worship, Schools, Other Charitable Organizations

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Upload Medical Expenses

Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals.
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Upload 1095-A

If you enrolled in an insurance plan through the Marketplace (Exchange).
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Upload 1098-T Forms from Educational Institutions

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Upload Receipts that Itemize Qualified Educational Expenses

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Upload Records of Any Scholarships or Fellowships You Received

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Upload 1098-E Form

If you paid student loan interest.
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Upload Any Other 1099s Received

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Upload Any Other 1098 Series Forms

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Is all information complete and are all documents correct?

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Have you completed all information and uploaded all requested documents?*

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2022 Economic Impact Payment (EIP) Output
Identity Protection PIN Output
IRS Letter 6475 (2021 Economic Impact Payment) Output
Childcare Records Output
Income of Dependents and Other Adults in Your Home Output
Fees Paid to a Licensed Day Care Center or Family Day Care for Care of an Infant or Preschooler Output
Amounts Paid to a Babysitter or Provider Care of Your Child under Age 13 While you Work) Output
Expenses Paid through a Dependent Care Flexible Spending Account at Work Output
Form 8332 Output
IRS Letter 6419 Output
W-2 Form Output
1099-G Output
1099 Forms (Self-Employed) Output
K-1 Schedules Output
Income Records to Verify Amounts Not Reported on 1099-MISC or New 1099-NEC Output
Records of All Expenses Output
Records of Estimated Tax Payments Made (Form 1040-ES) Output
Interest, Dividend Income (1099-INT, 1099-OID, 1099-DIV) Output
Cash Amounts Donated to Houses of Worship, Schools, Other Charitable Organizations Output
Medical Expenses Output
1095-A Output
1098-T Forms from Educational Institutions Output
Receipts that Itemize Qualified Educational Expenses Output
Records of Any Scholarships or Fellowships You Received Output
1098-E Form Output
Any Other 1099s Received Output
Any Other 1098 Series Forms Output
Driver's License Output
Should be Empty:

	Federal - Amount Paid	Date Paid	State - Amount Paid	Date Paid
Q1
Q2
Q3
Q4
Overpayment from prior year filing

Tax Organizer

Spouse or Partner Information

Children and Dependents

Income Worksheet

Sales and Exchanges Worksheet

Adjustments Worksheet

Deductions Worksheet

Credits Worksheet

Other Information

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