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Tax Organizer - for 2023 Returns
New Client Organizer
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Email
*
Your email
This organizer is for NEW Clients, if you are a RETURNING Client go to
www.PKRKtaxes.com
and click on the Organizer Link for RETURNING Clients.
Personal Information
Taxpayer #1
Full Name (First, Middle, Last):
*
Your answer
Social Security Number: XXX-XX-XXXX
*
Your answer
Birthdate
*
MM
/
DD
/
YYYY
Driver's License Number
*
Your answer
Driver's License State
*
Iowa
Nebraska
Missouri
Other:
Driver's License Issue Date
*
MM
/
DD
/
YYYY
Driver's License Expiration Date
*
MM
/
DD
/
YYYY
Occupation
*
Your answer
Cell Phone XXX-XXX-XXXX
*
Your answer
Email Address
*
Your answer
Were you Legally Married on December 31st?
*
Yes - Go to the next question
No - Skip the next set of questions. And enter your ADDRESS.
Taxpayer #2 (Spouse)
Enter the following information if you were married during the year.
Spouse: Full Name (First, Middle, Last)
Your answer
Spouse Social Security Number XXX-XX-XXXX :
Your answer
Spouse Birthdate
MM
/
DD
/
YYYY
Spouse Driver's License Number
Your answer
Driver's License State
*
Iowa
Nebraska
Missouri
Other:
Driver's License Issue Date
MM
/
DD
/
YYYY
Driver's Expiration Date
*
MM
/
DD
/
YYYY
Spouse Occupation
Your answer
Spouse Cell Phone XXX-XXX-XXXX
Your answer
Spouse E-mail
Your answer
ADDRESS
Address:
*
Your answer
City
*
Your answer
State
*
Your answer
Zip Code
*
Your answer
County of Residence
*
Story
Polk
Boone
Other:
School District
*
Ballard
Boone
North Polk
Ames
Ankeny
Des Moines
Gilbert
Other:
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