2023 Tax Organizer

Name*

First NameLast Name

Email*

example@example.com

Filing Status*

Basic Information (complete if different from last year):

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

Other Information (complete if different from last year):

	Telephone #	E-mail Address (if multiple in same field, separate with ";")	Status	ID Protection Pin (If issued by IRS)
Taxpayer
Spouse

Your Address (complete if different from last year):

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

How would you like to receive your refund (if applicable)?*

Direct Deposit for RefundsNo Bank Info (Mailed Paper Check Refund)

Would you like to use the same banking information that we have on file from last year? (Note: if you had issues with your direct deposit last year, please select "No" and provide updated banking information).

YesNo

Bank Routing Number

ex: 122105706

Bank Account Number

Checking/Savings:

CheckingSavings

Do you have dependents you are claiming this year?*

YesNo

Enter your dependents new to your household or status changed from prior-year (or check "None Apply"): *

Did you pay for child care while you worked, looked for work, or while a full-time student? Please attach Provider's name, EIN/SSN, address and amount paid.

YesNo

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

	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 Address
Provider 1
Provider 2

Dependent Information. Check all that apply:*

Did all of your dependents live with you for at least half of the tax year and did you provide at least half of their support?Did you provide over half the support for any other person(s) other than your dependent children during the year?Could you provide documentation to substantiate your support of dependents (i.e.medical records, school records, etc.)?Were any child tax, earned income or education credits or your HOH status disallowed or reduced in previous years?Did you have any children under the age of 19 (or 23 if a student) with unearned (investment) income of more than $1,100?Is there a Form 8332 Release/Revocation of Claim to Exemption for Child by Custodial Parent, or a similar statement in place? Did you release the claim of a dependent to another person this year? If yes, which child? _______________

Income tax forms received (select if "Yes"):

Do you own a rental?*

YesNo

File Upload

IRA Retirement Contributions (Include documentation showing amounts where applicable to all that apply):*

Did you contribute to a traditional IRA? If so, please provide Form 5498 showing IRA contributions.Did you contribute to a ROTH IRA? If so, please provide Form 5498 showing ROTH IRA contributions.Did you do a backdoor Roth IRA conversion? If so, please provide Form 1099-R and Form 5498 showing related contributions and distributions.Would you like to contribute to one of these accounts before we file your tax return?Not applicable

Type and amount contributed:*

Itemized Deductions (select if "Yes"):

Did you make any cash charitable contributions? If so, please provide the donation receipts and see below:Did you make any major purchases during the year (cars, boats, etc.)? If so, please provide proof of sales tax paid.Did you have out of pocket health care expenses? If so, fill out information below:Mortgage Interest Paid (Form 1098). Note: if you moved, refinanced, switched providers, or took out a home equity line of credit, you will have more than one 1098.Did you take out a home equity loan this year?Real Estate Property Taxes Paid (1098 if escrowed)

Charitable Contributions (gifts to individuals are not tax deductible)

	Applicable?	Amount
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

Sales tax on major purchase:

	Applicable?	Amount
Did you make any major purchases during the year (cars, boats, major home repairs, etc.)? If so, please enter the amount of sales tax paid on that purchase and provide proof of purchase.

Healthcare Related Deductions and Forms:

	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.
Amounts of miles driven for medical purposes
Cost of medical travel (lodging and meals)
Insurance premiums paid out of pocket (amount not covered by your employer)
Long-term Care

Health Care Information (select if "Yes"):

Did you have healthcare insurance for your family for the entire year?Did you apply for a health coverage exemption through the Marketplace Exchange? If so, please provide form 1095-A.Did you make contributions to a Health savings account (HSA)? If so, please provide form 5498-SA.Did you make distributions from an HSA? If so, please provide form 1099-SA.

Education Information (select if "Yes"):

Did you make contributions to a 529 Plan account?Did you or your dependents make withdrawals from a 529 plan or Coverdell ESA? If so, please provide form 1099-Q.Did you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year? Please provide Form 1098-T.Did you pay any student loan interest this year? If so, please provide form 1098-E.

Foreign Financials (select if "Yes"):

Did/do you have a financial interest in or signature authority over a financial account, foreign financial assets or hold interest in an entity located in a foreign country?Do you have a foreign bank account, trust, or business?Did you have more than $10,000 held in a foreign bank account any time during 2023?Do you own more than $50,000 in foreign financial assets?

Miscellaneous Information (select if "Yes"):

Did you give a gift of more than $17,000 to anyone?Did you make energy efficient improvements to your main home this year? If so, please provide receipts (e.g., solar panels, solar water heater).Did you purchase a qualified plug-in electric drive vehicle this year?Do you want to designate $3 to the Presidential Election Campaign Fund?Did you receive an Identity Protection PIN from the IRS? If yes, attach IRS letter.Did you sell or exchange virtual currencies (including from an airdrop or a hard fork, or used virtual currencies to pay for goods or services?Did you lend money with the understanding of repayment and this year it became totally uncollectable?Did you retire or change jobs this year?

Record of Estimated Tax Payments Made (If Applicable):

	IRS Amount Paid	IRS Date Paid	State Amount Paid	State Date Paid
Q1 Payment (Due 04/15/2023)
Q2 Payment (Due 06/15/2023)
Q3 Payment (Due 09/15/2023)
Q4 Payment (Due 01/15/2024)

Additional comments

Acknowledgements*

You agree to provide us all income and deductible expense information. If you receive additional information after we begin working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information.You affirm that all expenses or other deduction amounts are accurate and that you have all required supporting written records. In some cases, we will ask to review your documentation.You affirm that you are able to provide written records of all items included on your return if audited by either the IRS or state tax authority. We can provide guidance concerning what evidence is acceptable.You affirm that you will review the return carefully before signing to make sure the information is correct.You acknowledge that PorterKinney's fees must be paid before preparation of your tax return will begin.You acknowledge that you have read, understand, and accept your obligations and responsibilities.

To the best of my knowledge the information enclosed in this client tax organizer 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 to substantiate in the event of an audit. I allow PorterKinney, PC to capture my sensitive data including but not limited to IDs, Social Security Number (SSN), tax forms, and other information.

Date Signed*

Date

Taxpayer Signature*

Date Signed

Date

Spouse Signature

Email

example@example.com

2023 Tax Organizer

Direct Deposit Information

Dependent Information

Income, Sales and Debt Information

Individual Retirement Account (IRA) Contributions

Itemized Deduction Information

Health Care Information

Education Information

Foreign Financials

Miscellaneous Information

Estimated Tax Payments

Acknowledgement & Signature