2025 Individual Tax Organizer

Name*

First NameLast Name

Email*

example@example.com

Only show the bare minimum required fields:*

YesNo

Acknowledgment: By choosing the bare minimum option, I confirm that there are no material changes from the previous year for tax purposes. I understand my accountant will assume no changes to items such as address, contact information, filing status, banking information, etc. Selecting this option may increase the likelihood of follow-up questions or missing important details.*

Yes - I only want to do the bare minimumNo – I want to fill out the full organizer (average completion time is less than 10 minutes)

Did your marital or filing status change in 2025:*

YesNo

What should your filing status be for 2025?*

Please update taxpayer(s) information, if required:

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

Has your telephone number or email changed from last year?*

YesNo

Please update information below if anything changed from 2025:

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

Did your address change in 2025:

YesNo

Your Address (complete if different from last year):

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

The IRS will no longer mail paper tax refund checks. Please indicate how would you like to handle a tax refund (if applicable)?*

Direct Deposit for RefundApply overpayment to 2026 taxes (no 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

Enter Bank Routing Number

ex: 122105706

Enter Bank Account Number

Checking/Savings:

CheckingSavings

Do you have any children and/or other dependents?

YesNo

Do you have any new dependents to claim for 2025 (e.g., birth or adoption)? Select NO if nothing has changed. Select YES if you are a new client or have new dependents.

YesNo

If you had a baby in 2025, do you want to enroll them in the Trump Account program (the new federal savings account for eligible children)? You can learn more here: https://www.irs.gov/trumpaccounts

YesNo

Enter dependent information:

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.). Click "+Add Row" to enter data for more than one provider:

Dependent Information. Check all that apply:

All of your dependents lived with you for at least half of the tax year and you provided at least half of their support.You provided over half of the support for any other dependent person(s) other than your dependent children during the year.You have documentation to substantiate your support of dependents (e.g., medical records, school records).Child tax, earned income, or education credits, or your HOH status was disallowed or reduced in previous tax years.You have one or more children under the age of 19 (or 23 if a student) with unearned (investment) income of more than $1,100.There is a Form 8332 Release/Revocation of Claim to Exemption for Child by Custodial Parent, or a similar statement in place. You released the claim of a dependent to another person this year. If so, which dependent? _______________None of these apply

Did you earn overtime pay in 2025 that was above your regular hourly rate?

Yes — please upload your final 2025 paystub clearly showing total overtime paidNo

Did you receive tip income in 2025 in a job that is customarily tipped?

Yes - Your tip income should already be reported separately on your W‑2 in Box 7No

Did you purchase a new vehicle in 2025 that was financed with an auto loan?

Yes — it was brand newNo — it was usedNo — it was leasedN/A

Was the vehicle’s final assembly in the United States? (You can confirm this using the window sticker/Monroney label or a VIN decoder.)

YesNo

What is the Vehicle Identification Number (VIN) of the vehicle purchased?

(Required by IRS to claim the deduction)

How much interest did you pay on the vehicle you purchased in 2025?

IRA Retirement Contributions:

Did you contribute to an IRA?Did you make a backdoor Roth IRA conversion? If yes, provide Form 1099-R.If you haven’t yet, do you plan to contribute to an IRA before April 15, 2026?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:Did you pay mortgage interest (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?Did you pay real estate property taxes? If so, please provide tax statement or Form 1098 if taxes are escrowed.

Charitable Contributions (gifts to individuals are not tax deductible)

Rows	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:

Rows	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:

Rows	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 receive IRS Form 1095-A (Health Insurance Marketplace Statement)? 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.

Did you or a dependent incur education expenses in 2025?

YesNo

Education Information (select if "Yes"):

Did you or your dependents receive a distribution from an Education Savings Account or a Qualified Tuition Program? 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 you have any foreign income or pay any foreign taxes?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 2024?Do you own more than $50,000 in foreign financial assets?

Did you sell, exchange, receive (via airdrop or hard fork), or use virtual currency to pay for goods or services in 2025?*

Yes — and this activity is reported on tax documents provided (e.g., Form 1099 from Robinhood, ETrade, Coinbase, etc.)Yes — but this activity is not reported on any tax documents (Please provide details and upload any supporting records.)NoI don't know

Miscellaneous Information (select if "Yes"):

Did you start a business or farm, purchase rental or royalty property, or acquire an interest in a partnership, S Corporation or trust?Did you give a gift of more than $19,000 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 lend money with the understanding of repayment and this year it became totally uncollectable?Did you retire or change jobs this year?

Did you make quarterly estimated tax payments for the 2025 tax year?*

YesNo

Record of Estimated Tax Payments Made:

Rows	IRS Amount Paid	IRS Date Paid	State Amount Paid	State Date Paid
Q1 Payment (Due 04/15/2025)
Q2 Payment (Due 06/15/2025)
Q3 Payment (Due 09/15/2025)
Q4 Payment (Due 01/15/2026)

Upload any documents or IRS forms mentioned above, or other tax return related documents, if required:

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.

Are you self-employed or do you own a business?*

YesNo

BUSINESSES:

If you are self-employed or own a business, you must complete our Business Organizer.

Do you own a rental?

Yes — and I will provide my CPA with a prepared Profit & Loss statement.Yes — and I’d like to download and fill out a PDF Rental Organizer.No

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

Additional comments

2025 Individual Tax Organizer

Direct Deposit Information

Dependent Information

New OBBBA Deductions/Exclusions

Individual Retirement Account (IRA) Contributions

Itemized Deduction Information

Health Care Information

Education

Foreign Financials

Miscellaneous Information

Estimated Taxes

Businesses

Acknowledgement & Signature