Tax Organizer Form

TAX ORGANIZER
Estimated Time to Complete

5 to 20 minutes
BEFORE YOU BEGIN

Before starting this form, please have the following information handy:
- CONTACT INFORMATION - The home address, mobile phone, and email of the primary taxpayer and spouse is required.
- SOCIAL SECURITY NUMBER - The social security number of the primary taxpayer, spouse, and dependents is required.
- TAX DOCUMENTS - All your tax documents, forms, and worksheets.
ARE YOUR DIGITAL DOCUMENTS READY?

At the end of this form, you can attach your digital documents. We recommend having all your digital documents saved in a convenient folder on your computer or mobile device for easy attachment.

If you do not wish to attach your documents at this time, you may submit the form without documents and send your documents through your online client portal, mail, or drop them off at the office:

Please Note: Digital documents must be clear and legible.

Acceptable File Formats: pdf, doc, docx, xls, xlsx, csv, txt, zip, heic, jpg, jpeg, png. All others will be rejected.
PRIMARY TAXPAYER ND SPOUSE ID REQUIREMENTS

Please provide a copy of your Driver’s License, FRONT and BACK. If you do not have a Driver’s License or State ID Card, then provide a copy of your Passport. We must verify annually that we have your most current ID on file.
PLEASE NOTE
- Your preparer will not prepare your return until all required documents are received.
- We prefer you submit all your documents simultaneously, using ONE METHOD—online form, client portal, mail, or drop-off.
- Submitting or resubmitting your documents multiple times or using multiple methods creates confusion, delays preparation, and may incur additional processing fees.
If you do not have all your documents ready or cannot complete sections of this form, you can click the SAVE icon at the bottom of this form to SAVE your information and return to complete at another time.

LET'S BEGIN...
What TAX YEAR are you submitting?*
What is your FILING STATUS? (Select One)*

SingleHead of Housefold (Single parent with dependents)MarriedMarried, filing separately
Marital Status Change or Death of Taxpayer (Select One)*

No change in statusStatus has changedOne or both of the taxpayers died during the tax year. (Provide death certificate)
Primary Taxpayer*

First NameLast Name
Occupation
Email*
example@example.com
Cell Phone*
Home Phone (Optional)
Work Phone (Optional)
Address*

Street Address

Apartment or Suite

CityState / Province

Postal / Zip Code
Does PRIMARY have IRS identity Protection PIN number (IP PIN)?*

NoYes
6-digit IRS IP PIN
Is the PRIMARY a US Citizen?*

US CitizenResident Alien (Green Card Holder)Other
Spouse

First NameLast Name
Occupation
Email
example@example.com
Cell Phone
Home Phone (Optional)
Work Phone (Optional)
Same address as the PRIMARY taxpayer?

Yes
Address (If different from the PRIMARY taxpayer)

Street Address

Apartment or Suite

CityState / Province

Postal / Zip Code
Does SPOUSE have IRS Identity Protection PIN number (IP PIN)?

NoYes
6-digit IRS IP PIN
Is the SPOUSE a US Citizen?

US CitizenResident Alien (Green Card Holder)Other
Preferred Contact

Primary TaxpayerSpouse
Preferred Contact Method

EmailWork PhoneCell PhoneHome Phone
NEW CLIENTS ONLY

If you are a new client we need your Social Security number, Date of Birth, and how you heard about us.
PRIMARY Taxpayer - SSN or ITIN
Primary Taxpayer - Date of Birth

MonthDayYear
Date
SPOUSE - SSN or ITIN
SPOUSE - Date of Birth

MonthDayYear
Date
How did you HEAR ABOUT Pace Accounting? (Check ALL that apply)

EmailSocial MediaOnline SearchOnline MapsPrint AdPassed by The OfficeReferral
Referral Name
Do you have dependents or persons living in your household?

YesNo
Do any of the following apply to your dependents? (Check ALL that apply)

Dependent(s) paid student loan interest. (Provide 1098-E)Adopted one or more children during the tax year.Dependent(s) attended college. (Provide 1098-T and any out-of-pocket costs such as books, supplies, and computer purchases, as these items may qualify for a deduction)Dependent(s) has income. (Provide income source and amounts. Dependent income may affect your ability to claim them or qualify for certain deductions)Paid for day/child care for one or more children 12 & under. (Provide Schedule CDC Worksheet)
DEPENDENTS OR PERSONS LIVING IN YOUR HOUSEHOLD

Please discuss with your preparer if the dependent listed below did not live at the primary taxpayer's address for the entire year. If this dependent has income, it may affect your ability to claim them or qualify for certain deductions. Provide the source and amount of income.

*College Student: Provide their 1098-T and any out-of-pocket costs such as books, supplies, and computer purchases, as these items may qualify for a deduction.

**Disability: To qualify as disabled, it must be a permanent disability that is verifiable. Please submit proof of disability.

DEPENDENT ID REQUIREMENTS

Proof of Identity for Children, Minor Dependents, and Adults: Provide a copy of their Birth Certificate and Social Security Card.

Proof of Residency for Children and Minor Dependents Only: Provide anually a medical or school record that ties your child or minor dependent to your home address for that tax year.
DEPENDENT 1

First NameLast Name
SSN or ITIN
Date of Birth

MonthDayYear
Date
Relationship
College Student*

YesNo
Disabled*

YesNo
DEPENDENT 2

First NameLast Name
SSN or ITIN
Date of Birth

MonthDayYear
Date
Relationship
College Student*

YesNo
Disabled*

YesNo
DEPENDENT 3

First NameLast Name
SSN or ITIN
Date of Birth

MonthDayYear
Date
Relationship
College Student*

YesNo
Disabled*

YesNo
DEPENDENT 4

First NameLast Name
SSN or ITIN
Date of Birth

MonthDayYear
Date
Relationship
College Student*

YesNo
Disabled*

YesNo
ADDITIONAL DEPENDENTS

Simply put their information in a word document and submit it with your other tax documents.
Tell us about YOUR YEAR or any UPCOMING CHANGES.

To help find as many credits and deductions as possible, tell us about anything that may affect your current or future return. For example, are you looking to buy or sell a property, considering installing energy-efficient windows or solar, or maybe buying an electric car? If you have any questions or comments for your preparer, note them in the box below:
Type here:
1000 Characters Max.
Would you like to contribute to a TRADITIONAL or ROTH IRA if it could lower your income tax or provide tax free growth?

YesNoMaybe. Tell me more!I have alread contributed to a Traditional or Roth IRA. (Cannot be an IRA from your employer)
Check ALL that apply and provide the documents indicated
Do you have INCOME and/or other DISTRIBUTIONS?

Employer (Provide W-2)Unemployment (Provide 1099-G)Social Security (Provide SSA-1099)Retirement Plan Rollover (Provide 1099-R)Retirement Plan Distribution (Provide 1099-R)Self-Employment, Cash or 1099 Independent Contractor (Provide Schedule C Worksheet)Interest (Provide 1099-INT)Dividends (Provide 1099-DIV)Stock or Mutual Fund Sale (Provide 1099-B)NONE OF THE ABOVE I/We have NO income/distributions.Other
If you checked Other:
Do you have any EMPLOYEE EXPENSES or ITEMIZED DEDUCTIONS?

Moving Expenses (Moved at least 50 miles)Home Office Deductions (Provide Schedule U Worksheet)Work Related Education (Provide Schedule U Worksheet)Use personal vehicle for work errands, not commuting.Un-reimbursed Expenses (Provide Schedule U Worksheet)NONE OF THE ABOVE I/We have NO employee expenses.Other
If you checked Other:
Do you have CREDITS & DEDUCTIONS?

Attended College (Provide 1098-T and any out-of-pocket costs such as books, supplies, and computer purchases, as these items may qualify for a deduction)Student Loan Interest (Provide 1098-E)529 NY Plan Contribution (Provide 4th Quarter Statement)HSA Contribution (Provide 1099-SA)Charitable Donations (Provide Schedule A - Charitable Expenses Worksheet)Purchased New or Used Electric Vehicle (Provide Bill of Sale)IRA Contribution Provide proof. Cannot be an IRA from your employerNONE OF THE ABOVE I/We have NO credits or deductions.Other
If you checked Other:
Do you have REPORTABLE TRANSACTIONS?

529 Coverdell Distribution (Provide 1099-Q)Crypto Currency/NFT - Sold, exchanged, and/or received NFTsHSA Distribution (Provide 1099-SA)NONE OF THE ABOVE I/We have NO employee expenses.Other
If you checked Other:
Do you have HEALTH EXPENSES?

Insurance is provided by an employerI had Long Term Care InsuranceInsurance is provided by the federal Health Insurance Marketplace/Exchange (Provide 1095-A)I have deductible Medical Expenses Generally you must have more than $12K (single, $24K married) in deductible medical expenses to qualify. (Provide Schedule A - Medical and Dental Expenses Worksheet)NONE OF THE ABOVE I/WE have NO health expenses.Other
If you checked Other:
Should the following MISCELLANOUS items be considered?

Paid or Received AlimonyLegally BlindSuffered FEMA declared disasterHad Cancellation of Debt (Provide 1099-C)Gambling Winnings (Provide W-2G)Paid Estimated Taxes (Provide list of dates paid, amounts, and payees)Active MilitaryFiled for an extenstion of time to fileNONE OF THE ABOVE I/We have NO miscellaneous items.Other
If you checked Other:
Do you have FOREIGN income, interest, or accounts?

I have foreign income and/or interestForeign Gift/Inheritances receivedI have $10K or more in foreign bank account or foreign trust (Preparer must file an FBAR)I have an account(s) or signature authority over accounts such as bank, securities, or brokerage accounts in a foreign country.NONE OF THE ABOVE I/We have NO foreign income, interest, or accounts.Other
If you checked Other:
Do you RENT or OWN? (Check ALL that apply)

I pay rent for my primary residenceI own my primary residenceI bought or sold a property during the tax yearI own one or more rental propertiesNONE OF THE ABOVE
Please enter the actual paid rent for your primary residence:
This amount should represent your (and your spouses) portion of your annual rent. This should be the actual paid rent, not what should have been paid. Do not include the portion of the rent paid by others (friends or roommates Do not include security deposits you paid.
HOME OWNERSHIP (Check ALL that apply and provide documents indicated)

Mortgage Payment (Provide Form 1098)Rent Part of My Home or Other Rental Property (Provide Schedule E Worksheet)Paid Property TaxesRefinanced My HomeHome Energy ImprovementsForeclosed or Abandoned Property (Provide 1099-A)Installed Solar Energy/PanelsRental Income (Provide Schedule E Worksheet)Heat Home with Bio FuelNONE OF THE ABOVE
Note: With the digital option, your source docs are scanned, returned as PDFs, and then shredded unless you specify otherwise. With office pickup and mail options, original documents are returned.
How would you like to RECEIVE your tax return? (Select ONE)

Office Pickup—FREEDigitally—FREE (PDF via Secure Client Portal)USPS Priority Mail—$10.00 (Tracking Included)
How would you like to make your federal and state TAX PAYMENTS? (Select ONE)

Bank Withdrawal - Best! You can specify withdrawal date, discuss with your preparer.Mailed Check - Not recommended due to mail theft issues.
How would you like to receive your federal and state TAX REFUNDS? (Select ONE)

Bank Direct Deposit - Best! Fast and secure.Mailed Check - Not recommended due to mail theft issues.
IMPORTANT: Along with this form, please submit all your supporting tax documents and worksheets, and your identity documents.

NEW CLIENTS: Also submit your last two filed tax returns.
How will you SUBMIT your tax documents to Pace Accounting? (Select ONE)

Attached to this Online Form (SAFE & SECURE)Online Client Portal (SAFE & SECURE) www.paceaccounting.com/client-portalOffice Drop Off (SAFE & SECURE)USPS United States Postal ServiceUPS United Parcel Service (SAFE & SECURE)FedEx (UNSAFE - NOT RECOMMENDED)Email (UNSAFE - NOT RECOMMENDED)
Would you like us to return or shred your submitted SOURCE DOCUMENTS? (Select ONE)

Return my original documents.Shred my original documents and send me a digital copy (PDF)
Do you need your tax preparer to CONTACT YOU? (Select ONE)

No, only if my preparer has questions.Yes, contact me to review—BEFORE PREPARATION IS COMPLETE.Yes, contact me to review—WHEN PREPARATION IS COMPLETE.
Upload Your Documents

Cancelof
REMINDER: SUBMIT THE FOLLOWING
- Social Security Card: Ensure the accountant has a copy on file for the primary taxpayer, spouse, and all dependents.
- Proof of Residence: Every year, submit proof of residence for all children and minor dependents.
- Proof of Identity: Ensure the accountant has a current, non-expired copy of a federal or state ID for the primary taxpayer, spouse, and all adult dependents.
- Tax Documents: Ensure the accountant has all forms, worksheets, tax documents, and notes. Your preparer will begin your return once all required documents are received.
Please submit ALL documents simultaneously using ONE method: Submitting your documents multiple times or methods (online, portal, mail, drop-off) creates confusion, delays preparation, and may incur additional processing fees.

If you do not have all your documents ready or cannot complete sections of this form, click the SAVE icon below to SAVE your work and complete it later.

If you are done, click SUBMIT below.
GOOD JOB AND THANKS FOR CHOOSING PACE ACCOUNTING!
Should be Empty:

TAX ORGANIZER

Estimated Time to Complete

NEW CLIENTS ONLY

ADDITIONAL DEPENDENTS

Check ALL that apply and provide the documents indicated

GOOD JOB AND THANKS FOR CHOOSING PACE ACCOUNTING!