Hardie CPA Individual + Business Tax Organizer

PERSONAL INFORMATION
Returning clients do not need to provide personal details, other than name(s) and other required(*) details below, unless your information has changed.
Taxpayer Name:*

First NameLast Name
Taxpayer SS Number:
Taxpayer Occupation:
Taxpayer Date of Birth:*
Taxpayer Phone Number:
Taxpayer Email: *
example@example.com
Spouse Name:

First NameLast Name
Spouse SS Number:
Spouse Occupation:
Spouse Date of Birth:
Spouse Phone Number:
Spouse Email:
example@example.com
Home Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Would you like any type of tax refund to be deposited directly into your bank account?

YesNo
If yes, please provide your banking information.
Bank Name Routing Number Account Number
Did you make any payments towards your 2025 tax liability?

YesNo
If yes, please list dates and amounts.
Date + amount Date + amount Date + amount Date + amount
Has your marital status changed from the prior year? If so, please explain:

BUSINESS INCOME
Gross revenue:
Less returns:
Other income:
Cost of Goods Sold:
(Cost of Goods Sold = Beginning inventory + Purchases during the year - Ending inventory)
End-of-Year Inventory Balance (if applicable):

OTHER
Did you make any payments during the year that would require you to file Form(s) 1099?

YesNoI'm not sure
If yes, did you file Form(s) 1099?

YesNo
Note: In general, Form 1099 will be required to be issued to each person (not corporation) to whom was paid at least $600 for 2025 (increasing to $2,000 for 2026) throughout the ordinary course of business. There are other situations for which Form 1099 will be required.
Did you have employees? If yes, provide copies of all federal and state payroll reports including Forms W-2/W-3, 940, 941 and quarterly state reports (only If Hardie CPA does not prepare your payroll reports).

YesNo
Comments / explanations

Individual Tax Questionnaire + Business Organizer