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Check Income Tax Refund

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					                                                               Roberts Hart and Company, CPA's



                                                2007 Income Tax Organizer
For the Year Jan 1-Dec 31, 2006, or other tax year beginning                       , 2006, ending                      , 20
Your first name & initial                                      Last name                                                  Your Social Security Number


If a joint return, spouse's first name and initial             Last name                                                  Spouse's Social Security Number


Home Address (number & street)                                                                                            Occupation


City, town or post office, state, and ZIP code.                                                                           Spouse's Occupation


Home Phone                                                     Cell Phone                                  Email



Existing clients indicate changes only.
Filing Status:        Single       Married Filing Jointly         Surviving Widow(er) with Dependent Child                    Head of Household (1)
     Married and Filing Separately                   Lived together during 2006? (circle one) Yes / No
In year 2006 only:           Married Date                                              Divorced date
                             Legally Separated Date                                    Spouse Died Date

Spouse Name                                                                                  Spouse SSN

                                                 Children living with you age 18 or under, children age 19-23, attending school full time (at least 5 months
            Dependents
                                                 during year), or a permanently and totally disabled child.
Name                                                            Birthdate                                   SSN
1
2
3
4
Other Dependents: (relatives &/or members of household)
Name                                                            Relationship    Birthdate               SSN               Gross Income     # Months in your Home
1
2

                Check if any of your dependent children have unearned income over $850. (i.e. interest, dividends, capital gains)
                Check if you are a noncustodial parent claiming an exemption for your child because the custodial parent
                released the exemption to you (Provide 8832).
      (1)       If you were unmarried at the end of the tax year, and you maintained a home that for more than half of the year
                is the principal home of your qualifying child, you may be eligible for Head of Household filing status. If you
                are married, you may be considered unmarried for this purpose if your spouse did not live in your home during
                the last six months of the tax year. If maintaining the household of a parent, the parent does not need to live
                with you to qualify.

                                                 All Forms W-2 (wages) and all Forms 1099 & 1098.
              √                                  Copies of returns (Sched. K-1) for partnerships, ventures, corporations, estates or trusts.
      CHECKLIST                                  If you sold Real Estate, Stock or a Mutual Fund during the year, include 1099,
                                                 settlement statements on real estate purchase and sale, and brokerage statements.
       Items your                                   (Include the cost of securities sold.)
      Tax Preparer                               If you bought or refinanced a home or other property this year, include a copy of
        Will Need                                your closing statement.
                                                 Provide details and amounts of all Tips, awards, prizes, disability pay, Jury duty pay and
                                                 gambling winnings.
                                                 If you are a new client, please provide copies of previous years tax returns.



                                  All items may be mailed or dropped off to our office.

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                                                     Roberts Hart and Company, CPA's


     Part 1                                            Questions
     yes      no
 1                 Do you own any securities or hold any debts that became worthless during the year?
                     (Attach details including cost)
 2                 Did you exercise any stock options or were any granted to you during the tax year?
 3                 Did you move because of a job change? Include all costs of moving and any employer reimbursements.
 4                 Did you pay child care costs for a dependent child under age 13, or costs of caring for an
                   handicapped individual, so you could work, attend school or look for employment?
                    (Attach provider name, SSN, address and amounts paid)
                     If yes, was any amount reimbursed by your employer?           Amount:
 5                 Did you buy a hybrid vehicle or alternative fuel source vehicle in 2006?
                     Type:
 6                 Did you buy or refinance your home in 2006?                       (Include settlement statements)
 7                 Did you have any out of pocket expenses associated with your job?
                    (Please complete the attached worksheet in part 7)
 8                 During 2006, were there any changes to federal or state returns in prior years?
 9                 Do you expect a substantial change in income or deductions next year?
10                 Did you make gifts totaling more than $12,000 to any individual during the year?


     Part 2                                                    Sources of Income
                                                   Attach                   Complete Checklist
     Wages                                   Form W-2
     Interest & Dividends                    Form 1099 Int / 1099 Div
     Alimony Received                        $
     Business Self Employed                  Form 1099 - Misc.          Business (Part 7),       Travel, meals, vehicle exp. (Part 11)
     State Income Tax Refund                 Form 1099 - G
     Rental                                  Form 1099 - Misc.          Rental (Part 9),          Travel, meals, vehicle exp. (Part 11)
     Sale of Property or Stock               1099-B; Brokerage Stmts    Asset Sale & Transfer (Part 8)
     Farm                                    Form   1099-G; PATR Farm (Part 10), )                Travel, meals, vehicle exp. (Part 11)
     Unemployment Compensation               Form   1099-G
     Pension / Retirement                    Form   1099-R
     Social Security                         Form   1099-SSA
     Other:      ……………………..
     Other:      ……………………..

                                                  Adjustments to Income

Health Savings Account Contribution                                     $
 SEP, SIMPLE or IRA Contribution (cirlce one)                           TaxPayer $                       Spouse $
Unreimbursed Classroom Expenses - Teachers                              $




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                                                          Roberts Hart and Company, CPA's


          Part 3                                                    Educational Expenses

     Student's Name                Education             Name of Institution        Type of Expense        Amount          Paid by Whom             First 2 years
                                    Purpose                                            (tuition, books,     Paid                                     of college?
                                 (degree seeking                                     fees, student loan                                                Yes / No
                                   job related)                                            interest)




          Part 4                                   Residential Energy Effeciency Expenditures
Did you make any improvements to your principal residence during the year to increase energy efficiency such as solar energy systems, fuel cells
insulation, exterior windows, including skylights, exterior doors, metal roof coated with heat reduction pigments, qualified electric heat pump
water heater, geothermal heat pump, central air conditioning or natural gas, propane or oil water heaters? To qualify for the energy tax credit, the
manufacturer must certify that the property meets the IRS requirements to claim the credit (ENERGY STAR label, IECC, etc).
                              Description of Improvement/Expenditure                                            Date Placed in Service              Amount




          Part 5                                             2006 Estimated Tax Payments 1
                             Federal                 Date paid                     State                  Date Paid                     Notes
Amount applied from 2005
     refund, if any                                                                                                        1 Do not include withholding from
First Quarter 2                                                                                                            Forms W-2 or 1099 in estimated
Second Quarter                                                                                                                tax payments shown here.
Third Quarter                                                                                                             2 Do not include balance due from
Fouth Quarter                                                                                                                prior year in the First Quarter
Total 2006 Estimates                                                                                                                   reporting.


          Part 6                                      Tax Refund - Direct Deposit Information
            If you ar expecting a refund, complete the following chart for direct deposit. Otherwise, a refund check will be mailed to your address
              on the tax return. (Tax refunds may also be directly deposited to your IRA, Health Savings Account, or Education Savings Accout)
               Type of Account                                      Routing Number                                    Account #                     Percent of
            (checking or Savings)                                    (Nine Digits)                                                                   Refund




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                                                                Roberts Hart and Company, CPA's



                      Part 7                               Business Income & Expenses                                          EIN
Business Activity/Product
Business Name
Total Income                                           $
Inventory - Beg. of Year                               $                                                   End of Year $
Purchases                                              $

                                           Expenses
For business property or equipment purchases or sales, provide separate schedule listing date, price/cost, description, etc.
Do you qualify for business use of home?                                            yes                    no
Business use area (sq ft) _____________________                                        Total area of home (sq ft)
                                                                              Business Use of
           Use Correct Column                          Self Employed
                                                                               Home (100%)

Advertising                                                                      XXXXX                     Business Use of Home Deduction. If an area of
Association Dues                                                                                            the home is used regularly and exclusively for business
Car/Truck Expenses                                     see vehicle exp. Worksheet                          a deduction for a portion of mortgage interest, taxes,
Bank Charges                                                            XXXXX                              insurance, utilities and depreciation may be allowed.
Business Phone/Long Distance Calls                                      XXXXX                              If business use of the home is established, a mileage
Commissions, Fees Paid                                                  XXXXX                              deduction for travel between home and other job
Contract labor                                                          XXXXX                              locations may be allowed. Special rules apply for
Employee Benefit Program                                                XXXXX                              inventory storage and daycare.
General Office Supplies Expense                                         XXXXX
Insurance (not health)                                                                                        Equipment / Improvements
Insurance (Health)                                                               XXXXX                     Items expected to last more than one year.
Interest - Mortgage (Form 1098)                                                                            Provide a separate listing. Do not duplicate in above
Interest - Other Interest                                                        XXXXX                     expense categories. Include description, date
Legal & Other Professional Fees                                                  XXXXX                     purchased and cost. Provide actual receipts if
Postage & Freight                                                                XXXXX                     available.
Professional Dues & Publications                                                 XXXXX
Rent Paid - vehicle, machine, equip.
Rent Paid - Other business property
Repairs & Maintenance
Supplies (include small hand tools)                                              XXXXX
Taxes - Real Estate
Taxes - Other
Utilities: Electric_______ Heat_____
  Water, Sewer, Trash __________
  Other_______         Total________
Wages                                                                            XXXXX
Other
Other
Other




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                                                          Roberts Hart and Company, CPA's


            Part 8                                      Asset Sale & Transfer
For sales of stock & other securities, include Form 1099-B's, Brokerage Statements for sale and cost of items sold.
For sales of real estate, include closing settlement statements for purchase and sale of property.
List all other sales of personal or investment property in the schedules below.

                                Asset #1                                            Asset #2
Description of Property
Date Acquired
Initial Purchase Price
Date Sold
Sales Price
Improvements
Sales Expenses
Installment Sale       Y/N
                                Asset #3                                            Asset #4
Description of Property
Date Acquired
Initial Purchase Price
Date Sold
Sales Price
Improvements
Sales Expenses
Installment Sale       Y/N




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                                                         Roberts Hart and Company, CPA's


     Part 9         Rental Income & Expense

 1     List the type and location of each Rental Real Estate Property:   2 For each rental real estate property                  Yes   No
                                                                         listed on line 1, did you or your family use
 A                                                                                                                           A
                                                                         it during the tax year for personal
                                                                         purposes for more than the greater of:
 B                                                                                                                           B
                                                                         ++ 14 days or
                                                                         ++ 10% of the total days rented
 C                                                                                                                           C
                                                                            at fair rental value?

Income                                                                                    Properties
                                                               A                              B                                  C
 3 Rents Received                                    3                                3                                  3
Expenses
 4 Advertising                                       4                                4                                  4
 5 Auto & Travel                                     5                                5                                  5
     (see vehicle exp. worksheet)
 6 Cleaning & maintenance                            6                                6                                  6
 7 Commissions                                       7                                7                                  7
 8 Insurance                                         8                                8                                  8
 9 Legal & other professional fees                   9                                9                                  9
10 Management fees                                 10                               10                                  10


11   Mortgage Interest paid to banks, etc. 11                                       11                                  11
12   Other Interest                                12                               12                                  12
13   Repairs                                       13                               13                                  13
14   Supplies                                      14                               14                                  14
15   Taxes                                         15                               15                                  15


16   Utilities                                     16                               16                                  16
17   Other                                         17                               17                                  17
18   Other                                         18                               18                                  18
19   Other                                         19                               19                                  19
20   Other                                         20                               20                                  20




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                                                       Roberts Hart and Company, CPA's


    Part 10                Farm Income & Expense                                    Employer ID # (EIN)                 -
Principal Product
Accounting method:            (circle one)  Cash or Accrual
Did you "materially participate" in the operation of this business during 2006?                  (circle one)     Yes              No
       Part A     Farm Income - Cash Method; complete parts A & B (Accrual complete parts B & C)
   1 Sales of livestock and other items you bought for resale        ………………………………………………  1
   2 Cost of livestock and other items reported on line 1            ………………………………………………. 2
   3   Subtract line 2 from 1                                        …………………………………………………………….. 3
   4 Sales of livestock, produce, grains, and other products you raised                              4
   5 Cooperative distributions (Form 1099-PATR)                                5 Taxable Amount ……….
   6 Agricultural Program payments          ………….                              6 Taxable Amount ………
     a CCC Loans reported under election                                                             6
   7 Crop Insurance proceeds                                                                         7
     a Amount received in 2006              …………                              7a Taxable Amount …………
   8 Custom hire (machine work) income                                                               8
   9 Other income                                                                                    9

       Part B     Farm Expenses - Cash & Accrual Method
                  Do not include personal or living expenses such as taxes, insurance or repairs to your home.

 10 Car & Truck Expenses:        complete vehicle expense sheet                 20 Rent or lease                 …………………….
 11 Chemicals ……………………                                                           a Vehicles, machinery, and equipment       ……….
 12 Custom hire (machine work)                                                   b Other          ………………………………….
 13 Feed          ………………………                                                     21 Repairs and maintenance                  ……….
 14 Fertilizers and lime         …….…                                           22 Seeds and plants              …………………….
 15 Freight and Trucking         …………                                           23 Storage and warehousing                  ……….
 16 Gas, fuel, oil ……………………..                                                   24 Supplies       ………………………………….
 17 Insurance (not health)       ………..                                          25 Taxes          ………………………………….
 18 Interest: Mortgage           ………..                                          26 Utilities      ………………………………….
   a Interest: Other             ………..                                          27 Veterinary, breeding and medicine
 19 Labor hired                  ………..                                          28 Other expenses                …………………….




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                                                          Roberts Hart and Company, CPA's
            This worksheet is for taxpayers who are self-employed or have job related expenses

            Part 11                Employee, Self Employed, Business, Farm & Rental
                                                  Travel, Meals & Entertainment Expenses
Number of days away from
                                                                  Self Employed
home: (         )                                    Employee                        Rentals
Travel fares & Tips                                                                                  Were you reimbursed for any of
Meals & Entertainment                                                                                  these expenses? (circle one)         Yes   /   No
Lodging                                                                                             If yes, is the reimbursement included
Telecommunications                                                                                    in your Form W-2? (circle one)        Yes   /   No
Cleaning / Laundry
Other
Other
Other

                                    Vehicle Expenses
          Vehicle                                 #1                                                               #2
1) Total miles driven this year
2) Mileage breakdown of       Business
   (1) above                  Commuting
                              Personal
3) Description of Vehicle
4) Date vehicle was first
   used for business
5) Cost of Vehicle (attach receipt)      $                                                      $
    or Lease Payments =                  $                                                      $
6) Interest Paid on Vehicle Loan
7) Parking and Tolls
8) Gas, Oil Changes
9) Repairs, Maint, Car Wash
10)Tires & Supplies
11) Insurance
12) Permits & Licenses
13) Other
14) Other

                                         Questions for All Taxpayers Claiming Vehicle Expenses
1) Do you have proof to support your deduction?                                      Yes               No
  If so, is the evidence written?                                                    Yes               No
2) Do you have another vehicle available for your personal use?                      Yes               No
3) Do you have an employer provided vehicle that is available                        Yes               No
   for personal use?
4) Were you reimbursed for any of the auto expenses listed above?                    Yes               No
   If so, is the reimbursement included in your Form W-2?                            Yes               No

                                                  Vehicle Expenses - Do you qualify?
⌂Travel expenses between home and a temporary work location within your metropolitan area are NOT
  deductible unless one of two tests are met:
  (1) you have one or more regular work locations away from your home, or
  (2) you qualify for a business use of home deduction
⌂A work location is considered temporary if employment is expected to last and actually does last for
 for one year or less. Commuting expenses for going between the taxpayer's home and a temporary
 work location outside the metropolitan area where the taxpayer lives and normally works are deductible.
⌂ There are two methods to determine the deduction for vehicles used for business:
  (1) Actual Expenses
  (2) Standard Mileage Rate (per mile)
        If you use the Standard Mileage Rate, then ignore lines 7-12 above.
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                                                                        Roberts Hart and Company, CPA's


          Part 12                                   Itemized Deductions (Round all figures to nearest dollar)
            Complete Part 13 only if you think your total itemized deductions might
 Note:
            exceed the IRS standard deduction for your filing status.                                     Miscelaneous
                  2006 Standard Deduction                      Add for         Deductible only if total exceeds 2% of AGI
                                      Standard                Blind &/or
Filing Status                           Ded.                   Over 65         Unreimbursed employee expenses:
Married Filing Jointly      $10,300  +                         $1,000          Union Dues       ………………………
Single    …………….              5150                              1250           Tools & supplies      ………….
Head of Household             7550                              1250           Special Uniforms / Safety Equip…….
Married Filing Separately     5150                              1000           Professional Dues/Subscriptions……
                    Medical Expenses                                           Job related education        ………….
Deductible only if net costs exceeds 7.5% of Adjusted Gross Income (AGI)
               Do not include amounts of paid for or reimbursed by your        Job Seeking Expenses in Same Field
  Note:
                insurance or health premiums paid with pre-tax income.                               …………
                                                                                Travel/Air Fare/Lodging
Health Insurance Premiums; Include after                                        Meals           ……………………..
tax amounts paid or withheld at work                                            Employment Agency Fees
Vison / Dental Insurance                                                        Resume          ………………………
Prescription Drugs                                                              Other           ………………………
Doctors / Clinics / Hospitals                                                  Total            …………………………………..
Dentists / Orthodontists
Nursing / Long Term Care Facility                                              Tax Prep, Financial Planning/Consultation Fees
Medical Miles Incurred:                                                        Investment Expenses          …………………….
         ________ Miles @ $0.18                                                Gambling Losses      Limited to Gambling Winnings
                       Parking                                                 Other              ………………………………….
                                 Taxes                                         Other              ………………………………….
Income Tax Paid in 2006 for Prior Tax Years                                    Other              ………………………………….
Sales Tax Paid for Major Purchases
Real Estate Taxes (if not included on Form 1098)
Other                                                                          Notes:
                            Interest Paid
                                       Primary               Second Home,
        Provide Form 1098             Residence                  Cabin
First Mortgage Interest
Seller Financed Mortgage
 Name:                                              SSN:
 Address:
Investment Interest Paid
                            Contributions
Cash:             Include payroll deductions
  Church / Synagogue
  Idaho Schools
  Other:
  Other:
Noncash:
*Fair Market Value of items given to Charities.
           If over $500, provide documentation
 Charity 1
 Charity 2
If a vehicle, boat or airplane donation over
 $500, Provide Form 1098-C




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