Individual Income Tax Organizer
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  • Individual Income Tax Organizer

    Complete all fields that apply to you. A completed detailed form will help us maximize your tax refund.
  • Existing Client?

  • We are thrilled to welcome you to SMAART Company! It’s a pleasure to have you join our family of valued clients. Our team is dedicated to providing you with exceptional service and support throughout the income tax filing process.

    Thank you for entrusting us with your financial needs. We are committed to ensuring a smooth and stress-free experience, helping you navigate through every step with expertise and care. Should you have any questions or need assistance, please feel free to reach out.

  • DOB
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  • Filing Status

  • Did your marital status change before the end of last year? Example: were you legally separated or divorced during the tax year?
  • Filing Status
  • DOB
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  • Did your spouse pass away during the tax year and do you have minor dependent children?

  • Dependents

  • Do you have dependents?
  • Were there any changes in dependents?
  • Did the dependent live with you for more than half of the tax year?
  • Did you provide more than half of the dependent's financial support during the tax year?
  • Does the dependent have a valid social security number?
  • Did you and your dependents have health care coverage for the full-year?
  • Did you have any child or dependent care expenses? (such as daycare)

  • Education

  • Did you incur any tuition or continuing education expenses at any college, university, or vocational school?
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  • Did you make student loan payments?
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  • Do you have any scholarships, grants, or reimbursements that offset your education expenses?

  • Common Scenarios

  • Did you work for wages or salary?
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  • Did you work overtime?
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  • Did you own or rent a home?
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  • Did you buy or sell stocks, mutual funds, bonds, or other investment properties?
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  • Did you have any digital Assets?
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  • Did you donate money to charity?
  • Did you donate property to charity? clothes, cars, or stock, etc..
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  • Did you make a contribution to a retirement plan (401(k), IRA, etc.)?
  • Did you receive a distribution from a retirement plan (401(k), IRA, etc.)?
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  • Bank/Direct Deposit Information

  • Do you want your refund direct deposited into your bank account?
  • Account Type
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  • If there is a balance due. How would you like to pay?

  • Installment Agreements may have a service fee. For questions about installment agreements, contact tax@smaartcompany.com

     

  • For payment instructions please go here: https://www.irs.gov/payments

  • Account Type
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  • Do you want to electronically file your tax return?
  • Does your return require an Identity Protection PIN (IP PIN)?

  • To retrieve your IP PIN or to find out if your return will require an IP PIN, visit the IRS website using this link.

    Tip: How to retrieve your IP PIN online
    You may use your online account to retrieve your current IP PIN. Your IP PIN is available through your “Profile” page. If you don’t already have an account on IRS.gov, you will be asked to create an account and validate your identity.

  • This form is served across a protected 256 bit SSL (Secure Socket Layer) connection that uses a SHA256 Certificate.

  • Tax Documents Upload

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  • Did you receive a 1099-MISC or other income?
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  • Did you receive interest from banks/other?
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  • Did you receive dividends/distributions from any institution?
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  • Did you receive gambling winnings?
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  • Did you receive a RRB-1099 from the Railroad Retirement Board?
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  • Did you receive social security retirement benefits?
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  • Did you receive distributions from qualified education program?
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  • Were you a partner to a partnership? (1065)
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  • Were you a shareholder of an S-Corp? (1120S)
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  • Did you receive any distributions from a Trust or Estate? (1041)
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  • Did you have any government assistance for unemployment?
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  • Did you sell any real property?
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  • Did you sell any personal property?
  • Did you have health insurance through The Marketplace or your employer?
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  • Did you have any foreign bank accounts, foreign investments, or foreign business ownership?
  • Did you win any prize/award or did you find any money/treasure?
  • Any other income or profitable circumstance come to mind?

  • Business Information

    This form tab is for a sole proprietor: someone who owns an unincorporated business by themselves.
  • Did your receive a 1099-NEC as a contractor/self-employed?
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  • Do you own a business?

  • This form section is for a sole proprietor: someone who owns an unincorporated business by themselves.

    • Unincorporated business
    • Not an Inc. or Corp.
    • Not a Partnership
    • Single Member LLC not elected to be an S-Corp

  • You selected an entity requiring a separate income tax preparation outside of your individual return.

    • S-Corp
    • Partnerships
    • Non-Profits
    • C-Corp
    • Multi-Member LLC

    Please communicate this with your tax expert so they can send you a corporate income tax organizer.

  • Were there any ownership changes this year?
  • Did you use your vehicle for business?
  • Did you exclusively & regularly use your home for business?
  • Did you buy/add or did you sell/dispose assets of the business during the year?
  • Do you have a Profit & Loss for the year or accounting records?
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  • Would you rather us do the Income/Expense reports?

  • This manual work using statements will have a separate fee. Dependent on the number of accounts and the number of transactions in each.

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  • Rental Income

  • Did you have any rental Income (Rental Properties)

  • Signature

  • I hereby attest, that to the best of my knowledge, the information that I have provided is true and correct, and may be used by SMAART LLC and its team members for the preparation of my income taxes.

  • Date*
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  • Do you need to file additional years?

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