2005 Tax Organizer
Fax or mail to: Fritz Vogt 4020 Far West Blvd Austin, TX 78731 Email: Frito@taxhelp.net Tel: (512) 231-0252 Fax: (512 231-9163
Taxpayer – Date of Birth
Last Name First Middle Suffix Social Occupation Filing Status Street City State Zip
Spouse - Date of Birth
MFJ
MFS
Head of Household
Widow
Taxpayer
Spouse
Email Work Cell Fax Home Tel Do you have children under age 14 that had investment income of $1,400 or more? Last Name First Name MI Social Relation Date of Birth Child Care Expenses Tuition
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Documents to Bring
Form Form 1040 W-2 1099B 1099Misc 1099 Interest 1099 Div 1099R 1099 S 1099 G How Many Description For New Clients Wages Broker’s Statement Contract Labor Interest Income Dividend Income Retirement Distribution Sale of Real Estate Social Security Gambling Income Unemployment Income Alimony Paid Alimony Received Loans made to Others Mortgage Interest – Home, Lot, Vacation Home, Boat, Motor Home, Rental Houses Home Insurance Real Estate Taxes – Home, Lots, Vacation Homes, Rental Property. Real Estate Bought or Sold Second 6/15 Third 9/15 Fourth 1/15 Extension
Amortization Schedule 1098 Finance Statement Escrow Statement Receipt HUD-1 ES Payments First 4/15
Tax Applied From PY Return Daycare Cost Provider Address EIN Amount Name K-1 Partnership, S Corp, Trust, Estate Student Amount for each taxpayer Loan Int. College Amount for each taxpayer and dependent and year in college Tuition Retirement Other Income or Cash Received Reg. IRA Roth IRA NonDeductible Simple
List Source and Amount
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Itemized Deductions:
Medical Expense Medical Insurance Expense Sales Tax
Property Taxes Paid in 2005:
Tax on Home Tax on vacation home Tax on Lots Sales Tax on Auto, RV or Boat Primary Home Mortgage Interest Secondary Home Mortgage Interest Vacation Home Mortgage Interest Points on refinancing Investment Interest Cash Contributions Church Missions American Red Cross Cancer Radio Symphony Museum Missions College Booster Club Sierra Club United Way Contributions of appreciated property Non- Cash Charity: Goodwill Salvation Army Unreimbursed Job Expenses Tax Preparation fees Investor expenses: Safe deposit box IRA fee Investment counselor fee Other: Please list Contribution to a Health Savings Account Distribution from a Health Savings Accountant Health Insurance Deductible
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Other Questions:
Yes/ No Foreign bank account that you have signature authority over? Divorced or married in 2005? Change in dependents in 2005? Household help? Your kids attending college more than half-time? When was the last year you filed a tax return? Other relatives that you wish us to prepare returns for? Penalty on early withdrawal from a savings account? Do you have a will? When was it last updated? Net Operating Loss from priory years? Capital Loss from priory years? Rental, partnership or S Corporation losses that were not fully deductible in prior years. Sale of Stock Income or cash received not on a 1099 Jury Income Rental property Rental property out of service? If self-employed, Is this your first year? Moving expenses Vacation home or time share Gift to a family member Lasik eye surgery Plastic surgery Multi-level marketing business Hobby Family members working in your business – child Prior year returns were prepared incorrectly and needs to be amended? Do you need a bookkeeper? Do you know a good bookkeeper that could help someone else? Childcare amount Childcare provider Provider Address Provider Taxpayer Identification Number
Is there anything else you thing we should know about? Please describe
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Business Name: Address: Employer ID: Accounting system – please provide
QuickBooks Quicken Excel Number of Employees – Provide W-2s Contract Labor – Provide 1099s Employment Tax – 941, 940, TWC Retirement plan Health Insurance Health Savings Account
Automobile Expenses
Beginning Odometer for the year Ending Odometer for the year Business Mileage Do you have a written record of your business mileage? Make and Model of Vehicle Year Placed in service
Home Office Details
Area used exclusively for business Total area of the home Casualty Insurance Repairs Maintenance Utilities (not phone) Rent Interest paid on Mortgage Property Tax paid Commission and fees Contract labor Business insurance – not health Health insurance for employees Employee benefits
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Credit card interest Interest paid to a bank Interest paid to someone else Accounting and CPA Legal Supplies Office expenses: Stamps Copy and reproduction Paper and toner Bank Service charges Overdraft charges Merchant fees for credit card Building rent Equipment rent Automobile rent Credit card machine rental Booth rental Maintenance Repairs Taxes License (not auto) Travel – taxi, plane, lodging (No Meals) Meals and entertainment Utilities (not for home office) Internet Website Cell phone Telephone (the first line in your home is not deductible) Long Distance Janitorial Uniforms Laundry while away from home Professional dues Subscriptions Software updates Network meetings Business education Motivational meetings Moving expenses Wages paid to minor child Wages paid to spouse Medical expenses paid for family member that works in your business Training materials
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Property placed in service in your business
Cost Date Description
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Rental Property
Street City State Zip Rent Income Advertising (Provide date) Automobile Travel Meals Cleaning Mowing Maintenance Supplies Rent Commissions Management fee Hazard insurance Umbrella insurance Legal fees Accounting fees Mortgage interest Other interest Property taxes Utilities Home owners association Telephone Prior year suspended loss Appliances Dishwasher Disposal Range Carpet Vinyl Flooring Tile Heating system Cooling system Re-key locks New fence New sidewalks Cut down trees Flower bed
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Cost
Date
Rental Property Description
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