Allegiant — Tax Organizer & Planning Details

Allegiant — Tax Organizer & Planning Details

Use this organizer to gather personal or family tax details, self-employment income and expenses, or information for a return review or planning discussion. New and returning clients may use it. Select the areas you need and complete only the sections that apply to you; leave other detail questions blank. If you only need a quote or help choosing a service, use Allegiant Start Here at https://form.jotform.com/262371277777065 . Kyle reviews your information and confirms the scope, price and any records needed before work begins. Do not enter full Social Security numbers, dates of birth, account or routing numbers, passwords or card numbers. No documents are uploaded here; when Kyle requests records, use https://form.jotform.com/262352465883061 . Submitting does not authorize preparation or filing, confirm an engagement, or guarantee a filing deadline. Kyle Mura / Allegiant Tax Preparation, LLC / allegianttaxprep@gmail.com / (616) 541-5158.
Common Intake
Full name

First NameMiddle NameLast Name
Email address
example@example.com
Organizer path
Have you worked with Allegiant before?
Phone number
Please enter a valid phone number.Format: (000) 000-0000.
Tax year(s) to organize
Enter the actual year or year range you want organized.
Preferred contact method
City and state of residence
Readiness
Changes or updates since last year
Has Kyle already confirmed scope?
Filing state(s)
List any state(s) you need to file in, if known.
Personal / Family Tax Organizer
Marital status at year-end
Deadline or target date
Enter the exact day, month, and year if known, or Not sure.
Deductions and credits to discuss
List any deductions or credits you want to discuss.
Deduction totals and records
List each category and total if known, plus records available. No need to estimate.
Spouse name

First NameLast Name
Spouse income types

Other
Marriage / separation / divorce / death date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Household changes during the year
Number of dependents
Household member details
Education and 529 details
Include student names/initials, records, totals if known, who paid or claimed the student, and prior education credit years if known.
HSA details
Include coverage, contributions, distributions, and 1099-SA or 5498-SA availability. No account numbers.
Marketplace health coverage
Describe any coverage changes and whether Form 1095-A is available.
Home energy or vehicle purchase details
Describe the improvement or vehicle, month and year placed in service, business use if any, and any receipts or credit documentation available.
Estimated payments and extension
Include amounts and dates by federal, state, or city if known, plus any extension filed or payment applied.
Prior return and carryovers
Include last filed year, return availability, carryovers, amendments, missing years, and any agency notices.
Other income or personal tax questions
Use this for anything else you want to cover.
Total childcare expenses
Provider records available
Personal Residency, Income, Deductions, Payments, Prior Return
Involved with Michigan taxing-city residency, work, or withholding?
Residency details to provide

Other
State(s) lived in
City/cities lived in
City/cities worked in
Month range(s) for each move or residence change
Remote work locations
Employer location(s)
Michigan local tax items

Other
Income sources for this year
Number of employers / W-2s
Do you have all W-2s?
Any W-2s corrected or missing?
W-2 wages included multi-state or local wage reporting?
Investment records available

Other
Do you have sales and basis documents for investments?
Are investment loss carryovers known?
Digital asset activity summary
Retirement income records available

Other
Retirement-related issues or transactions
Optional contribution type
Optional contribution amount
Tax year the contribution relates to
Number of rental properties
State(s) where rental property is located
Rental income total, if known
Rental expense total, if known
Business operating dates
Include start or stop month and year if relevant.
Business income totals
Summarize gross receipts, refunds/returns, and other income from business records. Do not double-count 1099 or platform totals.
Business expense totals by category
List each category and total known from records, using business portion only and avoiding duplicate or personal costs. Include advertising; merchant/platform/commission fees; contract labor; insurance; interest; legal/professional; office supplies; equipment rent/lease; premises rent; repairs; supplies/materials; licenses/business taxes; travel; meals; utilities; business phone/internet; wages/employer payroll; and other descriptions/amounts.
Inventory and cost of goods sold details
Include beginning and ending inventory, purchases/materials/freight, and inventory records or method if known. Only complete if relevant.
Vehicle and mileage details
Include vehicle description, owned or leased, acquired month and year, total/business/commuting miles, mileage log, fuel/insurance/repairs/registration/lease totals if known, and prior method if known. Do not include VIN.
Home office details
Include exclusive or regular use, office and home square footage, months used, and any rent, mortgage interest, property tax, utilities, insurance, or repair totals if known.
Business asset purchases or sales
Include the item, month and year, cost or proceeds if known, business use percentage, and whether prior depreciation schedules are available.
Contractors and payroll filing status
Describe contractor or employee payments, 1099 or W-2 status, payroll records, notices, or missed filings. Do not collect worker identifiers.
Michigan city business details
Include city or cities, business work locations or periods, city returns, withholding, and any notices.
Missing records and unusual business events
Use this for missing months, cleanup needs, or any unusual business context. Do not include account numbers.
Rental / K-1 details

Other
Schedule C / Self-Employment Organizer
What is the business entity type?

Other
Important note if your entity is not a sole proprietor or single-member LLC
Business name
Describe the business activity
Business city
Business state
Number of owners
Accounting method, if known
Did you materially participate in this business?
How complete are your business records?
Did you mix personal and business transactions?
Do you have prior Schedule C and depreciation records?
Tax years to review
Enter one or more years or a year range.
Gross receipts and income details
Withholding and estimated payments
Include federal, state, or city totals and dates if known, plus any projected changes. Do not include account numbers.
Carryovers, basis and special issues
Include known capital or business losses, credit carryovers, ownership or basis concerns, foreign income or records, and any complex issues to discuss.
Review records readiness
Summarize whether the prior return is complete, whether there are amendments or notices, income projections, and which payment records are available or missing.
Income sources included in gross receipts
Were any platform payment totals already included in your receipts records?
Was sales tax included in the amounts reported as receipts?
Did you sell products and need inventory/COGS questions?
Did you use a business vehicle?
Did you have a home office or business space in your home?
Did you buy, sell, or dispose of business equipment or property?
Did you pay contractors or employees?
Did you have Michigan city business activity?
Do you need help reconciling records?
Detailed Return Review & Tax Planning
Records checklist
Please list what you have available.
Request type
Is the return already filed for the year(s) in scope?
Prior preparer name or firm
Is this an amended return or agency adjustment?
If there are notices, adjustments, or deadlines, please describe
Primary goals for this review

Other
Expected income changes or new income sources

Other
Household, residence, or life changes

Other
Business, entity, or property changes

Other
Approximate current-year wages
Approximate current-year business income
Approximate current-year investment or rental income
Approximate current-year retirement or other income
Records available for projection or review

Other
Preferred outcomes or questions to discuss
Final Records Checklist
Concise notes
Should be Empty: