Here is a copy of the tax organizer I give to my clients. The form helps clients go through a list of all of the items you might need and make sure you have all the paperwork. It is also helpful for me to make sure that I didn’t miss any of the paperwork in your packet.
I included a PDF version. You can print it out and write in the information.
I also included an Excel Version. You can download it to your own computer and then fill in the information before printing it out. Caution: Your computer or version of Excel may change the formatting. If you don’t know Excel that well, this option is not recommended.
I will be sharing a Business Tax Organizer next week.
Excel Version: personal-tax-organizer
PDF Version: personal-tax-organizer