CLIENT FORM Dear Client, Hello and Welcome to Op-Tax Services. You are requested to complete this Online Tax Organizer because it is designed to assist you in gathering the information required for preparation of your individual income tax returns. Please answer all of the questions and provide all information and documents requested in the this form, so we may begin preparing your tax return and get you all of the deductions and credits that you deserve. All information that you provide is strictly confidential and under AICPA Code of Professional Conduct (AICPA Code) Rule 1.700.001, as a member in public practice we shall not disclose any confidential client information without the client's specific consent. IMPORTANT: Estimated average time needed to complete this form is 30-45 minutes. Please complete this form in one session. You also have an option to save the partially completed form and continue later by clicking the "Save and Continue Later" button at the bottom of the form and follow the prompts. The Internal Revenue Service (IRS) matches information returns/forms with amounts reported on tax returns. A negligence penalty may be assessed when income is underreported or when deductions are overstated. Accordingly, all information returns reflecting amounts reported to the IRS are also mailed or delivered to taxpayers in an envelope clearly marked “IMPORTANT TAX DOCUMENTS ENCLOSED” and should be submitted with this organizer. Prior to completing the form, you may need digital copies (PDF, Photo, Excel, Word, etc.) of the following documents (not all may apply to you or your business): – W-2 (wages)– 1099-R (retirement)– 1099-INT (interest)– 1099-DIV (dividends)– 1099-B (brokerage sales)– 1099-MISC (rents, etc.)– 1099 (any other)– 1095-A, 1095-B, or 1095-C (health insurance)– 1098-T (education)– Schedules K-1 (Forms 1065, 1120S, 1041)– Annual brokerage statements– 1098 (mortgage interest)– 8886 (reportable transactions)– Closing Disclosure (real estate sales/purchases)– Copies of any tax elections or revocations in effect– Other information statements (self-employed profit-loss statement, balance sheet, trial balance, business mileage log, home office sf & expenses, etc.)
Tax Document Submission
Personal Information
Identification, Social Security Cards, Birth, Death, Marriage, Adoption Certificates
Full Name
*
Date
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Taxpayer ID
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Spouse ID
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Taxpayer SSC
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Spouse SSC
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Any birth, death, marriage, divorce or adoption certificates
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Any birth, death, marriage, divorce or adoption certificates
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Dependent #1 SSC
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Dependent #3 SSC
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Dependent #2 SSC
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Dependent #4 SSC
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Dependent #5 SSC
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Proof of Child Care
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Death Certificates
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Income Information
Income Docs (W2 or 1099)
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Unemployment Compensation (1099G)
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Interest Income 1099-INT and/or 1099-DIV)
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Social Security benefit (Form SSA-1099)
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Stocks/Investments (1099-B)
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Gamblings or losses, including lottery, bingo & raffles (W2-G)
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Retirement Information
Payments/distributions from a retirement plan 401K, IRA 1099-R)
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Health Information
Health insurance from the Healthcare.gov Marketplace (Form 1095-A)
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Health Savings Account (HSA) or other Medical Savings Account (Form 1099-SA & Form 5498-SA)
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Unreimbursed incurred Medical Expenses
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Housing Information
Form 1098 – Mortgage Interest and 2020 Property Tax Statement
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Closing Disclosure & 1099-S
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Rental Property Income (Income and Expenses)
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SELF EMPLOYED DOCUMENTS
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Foreclosure Docs (1099A or 1099C)
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Energy Efficient Improvements Made
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CHILD AND DEPENDENT CARE
Annual Child Care Statement
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EDUCATION
Any tuition, fees or book expenses for any tuition, fees or book expenses that were required to attend college, university or vocational school (1098 - T and Expenses)
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Scholarships or grants for higher education
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Distribution from a 529 Plan or Education Savings Plan (Form 1099-Q.)
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Contributions to a 529 Plan or Education Savings Plan
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Student Loan Interest (Form 1098-E)
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ITEMIZED DEDUCTIONS
Charitable contributions (Receipts or acknowledgements from charity, cancelled check or other proof)
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BUSINESS INFORMATION
1099-NEC, 1099-MISC or own a small business
Business Vehicle Mileage Documentation
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MISCELLANEOUS
Additional Support Documentation not listed above
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Type a question
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Signature
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