Tax Organizer for 2016 tax year
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Client Document Checksheet
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Instructions: To complete all applicable tabs of this organizer, either copy to a new google sheet (File-->Make a copy), or download into a spreadsheet (File-->Download as). Then send me the link or file along with your tax documents.
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signature required below*
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Engagement Letter signed & dated by both spouses
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NEW CLIENTS: Copies of two forms of ID--at least one with photo--for both spouses. The IRS requires us to obtain proof of identity to help prevent fraudulent tax returns.
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NEW CLIENTS: Copy of your 2016 tax returns, if not prepared by Mark Tew, CPA
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Any notices received from IRS, state, city, or other government tax agency
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Copies of all Forms W-2 from employers
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Copies of all Forms 1099 for interest, dividends, stock sales, retirement distributions, IRA withdrawals, Social Security, SSI, unemployment, cancellation of debt, gambling winnings, tax refunds, self-employment income, etc.
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Copies of all Forms 1098 and any other statements for mortgage interest/points/insurance, tuition, student loan interest, etc.
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Copies of documents on any purchase, refinancing, or sale of home (HUD-1 statement)
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Copies of all K-1's from partnerships, S corporations, trusts, estates, etc.
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Amount of any prizes, awards, winnings, jury-duty pay, hobby income etc.
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Amount of alimony paid or received
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Information regarding any sales of property, stocks, bonds, etc.—including date of sale and price, and purchase date and cost
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Amount of interest earned on bank or other accounts for which you did not receive a tax statement.
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Copy of the annual statement from your child-care provider(s) if you and your spouse both are working/looking for work/students showing name, address, tax ID number, and amount(s) paid for child care for dependent children up to age 13 or permanently disabled
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College account statement showing amounts and dates of all charges and payments during the tax year
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Statements showing amounts of any savings bonds cashed or contributions to/distributions from a QTP, ESA, or 529 plan
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Statement(s) showing the amount(s) of Veterans' Benefits or Workers' Compensation Benefits that you received during the year. NOTE: These are usually not taxable. However, they do count towards the calculations of certain tax deductions.
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Income of dependent child if it exceeds $950 and includes any interest/dividend/other unearned income (if it does not include unearned income, only required if earned income exceeds $5,950)
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Total amount of out-of-state purchases (made by phone, from catalogs, on the internet, etc.) on which sales tax was not collected—not including purchases of food, prescription drugs, and newspapers/magazines sent by 2nd class mail. This may not apply to residents of all states.
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Certificate and receipts for any energy-efficient home improvements.
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Copies of records to prove any charitable contributions.
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Bank records (e.g. cancelled check) may support donations under $250.
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Donations over $250 require a letter from the donee showing the name of the donee, the date of the contribution, the amount of the contribution, and proper IRS language.
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You must have written records (e.g. mileage log) documenting any miles driven for charity work. Deductions for noncash contributions must meet strict documentation requirements.
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Please provide copies of store receipts for any items purchased in 2014 and donated to a charitable organization, Form 1098-C for a donated automobile, or a qualified appraisal for gifts of valuable property.
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Noncash gifts valued at more than $5,000 require special paperwork.
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Details of any casualties/thefts you suffered during the year
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If applicable, a statement declaring the amount and type of any foreign investments (e.g. bank accounts in foreign countries, investments in foreign countries, etc.)
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Any other information which you think may be helpful
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Any specific questions or concerns you may have
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* I certify that the information listed in this document is correct and complete and that I have contemporaneous documentation to support any amounts claimed.
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Signed:
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Date:
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Document Checklist
Personal Info
Dependents
Tax Payments
Health Insurance
Charitable
Deductions
Medical
Job Expenses
Clergy Income
Clergy Housing
Self-Employed
Rental
Other Income