iTax Hub - 2025 Tax Organizer

Name*

First NameLast Name

Email*

example@example.com

Did your marital status change in 2025:*

YesNo

Filing Status*

Taxpayer(s) information:*

	Full Legal Name (First, Middle & Last)	SSN or TIN	DOB	Occupation
Taxpayer
Spouse

Please provide information below:*

	Telephone #	E-mail Address	Status	ID Protection Pin (If issued by IRS)
Taxpayer
Spouse

Upload all that apply: Drivers License, SS Card, ITIN Letter*

Did your address change in 2025:

YesNo

Your Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

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?

YesNo

Enter Bank Routing Number

ex: 122105706

Enter Bank Account Number

Checking/Savings:

CheckingSavings

Do you have any children and/or other dependents?

YesNo

Will you be claiming children and/or dependents in 2025?*

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:*

Did all of your dependents live with you for at least half of the tax year and did you provide at least half of their support?Did you provide over half the support for any other person(s) other than your dependent children during the year?Could you provide documentation to substantiate your support of dependents (i.e.medical records, school records, etc.)?Were any child tax, earned income or education credits or your HOH status disallowed or reduced in previous years?Did you have any children under the age of 19 (or 23 if a student) with unearned (investment) income of more than $1,100?Is there a Form 8332 Release/Revocation of Claim to Exemption for Child by Custodial Parent, or a similar statement in place? Did you release the claim of a dependent to another person this year? If yes, which child? _______________

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.

If iTax Hub does your bookkeeping, you can skip this form.

Income tax forms received (check the box if "Yes"):

Upload W2, 1099, K1 or any additional documents above here:*

Do you own a rental property?*

YesNo

Enter rental income and expenses below or upload your own P&L below. If you need more space, please upload additional information below.

	Property A	Property B
Address
Number of Fair Rental Days
Rental Income
Cleaning
Insurance
Property Taxes
Mortgage Interest
Repairs
Supplies
Other (Enter description AND amount in next cell):
Other (Enter description AND amount in next cell):
# of miles driven (for rental purposes)

Upload additional information here:

IRA Retirement Contributions (Include documentation showing amounts where applicable to all that apply): Reminder that you can only contribute if you have received taxable compensation, such as wages, salary, tips, professional fees or bonuses:

Did you contribute to a traditional IRA? If so, please provide Form 5498 and enter below.Did you contribute to a ROTH IRA? If so, please provide Form 5498 and enter below.Did you do a backdoor Roth IRA conversion? If so, please provide Form 1099-R and Form 5498 showing related contributions and distributions (and enter below).Would you like to contribute to one of these accounts before we file your tax return? Enter type and amount below.

Upload any IRA document information from above here:

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.

Upload documents from Itemized Deductions above:

Charitable Contributions (gifts to individuals are not tax deductible)

	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:

	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:

	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 Health Insurance MarketplaceDid 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.

Upload any Health Insurance Forms:

Did you 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 2025?Do you own more than $50,000 in foreign financial assets?

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 $18,000 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 sell or exchange virtual currencies (including from an airdrop or a hard fork, or used virtual currencies to pay for goods or services?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:*

	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, if required:

Additional comments

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 iTax Hub will charge a non-refundable $100 deposit before preparation of your tax return will begin.You acknowledge that you have read, understand, and accept your obligations and responsibilities.Fees must be paid before your tax returns are delivered to you or filed for you. If you terminate this engagement before completion, you agree to pay a fee for work completed. A retainer may be required for preparation of returns.

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 iTax Hub LLC 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

2025 Tax Organizer

Direct Deposit Information

Dependent Information

Businesses

Income, Sales and Debt Information

Individual Retirement Account (IRA) Contributions

Itemized Deduction Information

Health Care Information

Education

Foreign Financials

Miscellaneous Information

Estimated Taxes

Acknowledgement & Signature