Tax Preparation Organizer

Tax Preparation Organizer

This Tax Organizer is designed to help you collect and report the information needed to prepare this year income tax return. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your special needs.
Filing Status*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower

	Information
Bank Name
Account Number
Routing Number

Spouse Information
Spouse Name*

First NameMiddle NameLast Name
Does your spouse have a different address?

YesNo
Address

Street Address

Street Address Line 2

CityState

Zip Code
Phone Number
Date of Birth*

MonthDayYear
Email*
Occupation*
SSN*
ID*
Are they a full-time student?

YesNo
Are they legally blind?

YesNo

Personal Expenses
Do you want to indicate any personal expenses?*

YesNo
Please fill up the information within the field that applies to you and the current year only.

Total Expenses
Additional comments
Include here other details or information that were not indicated above!

	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long-Term Care Premiums
Prescription Drugs and Medications
Home Property Tax- Principal Residence
Investment Interest
Cash Donations
Non-Cash Donations
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Personal Auto Registration Fee

Business Income and Expenses
Do you want to provide the business income and expenses below or you have report to upload with all the business income and expenses?

I will provide the Information belowI will upload a documentI don't have a Business
Business Activity*
This option will add expenses specific to the industry selected!

💲Total Income
Do you have inventory?*

YesNo

💲Gross Income

Total Expenses

Total Construction Expenses

Total Trucking Expenses
💲Net Income
Did you purchase or sell any assets last year?*

YesNo

	Amount
Gross Income
Equipment Rental Income
Other Income

	Amount
Inventory at the beginning of the year
Purchases
Inventory at the end of the year
Cost of labor (do not include your salary)
Materials and supplies
Other costs

	Amount
Cost of labor (do not include your salary)
Materials and supplies
Other costs

	Amount
Advertising
Officers Compensation
Wages
Payroll Taxes
Materials
Business Insurance
Business License and Permits
Legal & Professional Services
Commissions and Fees
Machinery and Tools Rent
Contractors
Business Phone
Business Internet
Fax
Office Equipment/Furniture
Office Supplies
Online Subscriptions
Postage/FedEx/UPS
Bank Charges
Credit Card/Loan Interest
Uniforms
Tools
Client Promotions/Gifts
Auto Expense: Gas
Auto Expense: Oil Change
Auto Expense: Insurance
Auto Expense: Repair and Maintenance
Rent Expense
Business Lunches

	Amount
Lumber
Concrete
Steel
Plumbing and electrical supplies
Paint and finishing materials
Heavy machinery rental
Maintenance and repairs for equipment
Purchase or lease of construction vehicles (e.g., excavators, bulldozers)
Subcontractor fees
Building permits
Occupational licenses
Inspection fees
Liability insurance
Workers' compensation insurance
Equipment and property insurance
Fuel and maintenance for construction vehicles
Vehicle leases
Architectural and engineering fees
Blueprint and design expenses
Testing and inspection costs
Personal protective equipment (PPE)
Safety training expenses
Advertising and marketing costs
Travel and accommodation for out-of-town projects
Interest on loans or financing

	Amount
Registration and Taxes
Loan Interest/Lease Payments
Days on the road in Previous year
Trip Expenses
Diesel Fuel
DEF
Oil Change
Truck Wash
Tires
Repairs/Parts
Truck Supplies
Tolls/EZ-Pass
Scales
Lumper/Unloading Fees
Logbooks/ELD
Border Fees
Snow Chains
Pallets
Annual Registration
Insurance Cargo/Physical/Liability
IFTA
HVUT(Form 2290)
NY, OR, NM, KY, KS, AR, FL Permit
UCR
Parking/Shop/Storage
Warehousing/PickUp/Delivery
Comcheck/Tcheck fees/Fuel Card
Load Boards Fees
MedExam/Drug Testing/EPN
Bedding
Laundry
PrePass
Showers
Towing
Travel Items
Annual Inspection
GPS Tracking
First Aid Kit

Rental Income and Expenses
Do you want to provide the rental income and expenses below or you have report to upload with all the business income and expenses?

I will provide the Information belowI will upload my own reportI don't have a Rental

💲Total Rental Income

	Amount
Rental Income
Miscellaneous Rental Income
Other Income

RENTAL EXPENSES

	Amount
Advertising & Marketing Expenses: Costs associated with advertising the rental property, like signage and website fees.
Closing Costs: Certain elements of closing costs can be deducted, while others need to be added to the property's cost basis and depreciated.
Continuing Education: Fees for real estate education and seminars are deductible.
Auto Expenses: Direct Auto expense for rental property
Dues & Subscriptions: Costs for real estate publications and club memberships.
Home Office Expenses: If you qualify for a home office, a portion of your home expenses may be deductible.
Insurance: Premiums for landlord insurance are deductible.
Interest: This includes mortgage interest and interest on business credit cards used for the property.
Landscaping: Costs for maintaining the property's outdoor spaces.
Leasing Commissions: Fees paid to agents for finding tenants.
Licenses: Costs for business licenses and LLC registrations.
Maintenance: Routine property maintenance costs.
Office Supplies: Costs of office supplies used for managing the rental property.
Professional Fees: Fees paid for professional services like tax advisors or real estate attorneys.
Property Management Fees: Fees paid to property management companies.
Property Taxes: Taxes levied on the property by local governments.
Repairs: Costs for property repairs.
Telephone Expenses: Costs of a phone used exclusively for rental activities.
Tenant Screening: Costs for conducting credit and background checks on potential tenants.
Travel Expenses: Costs related to traveling for rental activities, either locally or to remote properties.
Utilities: Utilities paid for by the landlord.

💲NET RENTAL INCOME

Documents List
Thank you for completing the initial phase of your tax preparation with us. Based on the information you have provided, we need to gather a list of documents that need to be provided to ensure a comprehensive and accurate tax filing.

Upload them below!

Please include all the documents even if it's not listed below!
Income Documents
Deductions Documents
Required Documents Upload

Please upload all suggested documents listed above, along with any other relevant files you believe are necessary or beneficial for your tax filing. This may include any forms, receipts, statements, or records that support your tax return. Ensuring completeness and accuracy of your documents will facilitate a smoother and more efficient tax filing process.
Cancelof

Acknowledgment & Signature
- Accuracy of Information: I affirm that all information provided in this form is accurate and truthful to the best of my knowledge.
- Authorization of Data Collection: I authorize Zara Financials Inc. to collect and process my sensitive personal data, including personal identification, government-issued IDs, and Social Security Number (SSN), for tax preparation and filing purposes.
- Agreement to Terms: I confirm that I have read, understood, and agree to the Terms and Conditions and Privacy Policy of Zara Financials Inc.
- Acknowledgment of Responsibilities: By signing below, I acknowledge my responsibilities in the tax return process and recognize the obligations of Zara Financials Inc. I understand that my signature constitutes a legal agreement and acknowledgment of the policies and procedures relevant to the tax preparation services provided.
Name*

First NameLast Name
Date Signed*

MonthDayYear
Date
Taxpayer Signature*

Clear
Should be Empty:

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Tax Preparation Organizer

Enter below the persons or organizations who provided the child and dependent care.

Income Documents

Deductions Documents