Tax Organizing & Input Worksheets

The forms on this page will help you organize your relevant tax information prior to filing your return.  The “Tax Organizer Package” is the most complete document set and includes all the worksheets you would ever need.   If I prepared your return last year I will be emailing the Organizer Package to you prior to 1/15/25, so you will have it when you start receiving W-2 forms and other income and expense forms in the mail.  Let me know if you don’t receive it, and I will follow up to see that you do.  Use the forms and worksheets that are pertinent to your profile, and discard those schedules that are not   If you need additional forms they can be obtained on my Web Site on the Tax Input Worksheets page simply select what you need from the documents listed on the page.

“IMPORTANT” For security reasons you may not want to fill in the forms/worksheets you select to use while they are on your computer screen.  The alternative is once you select your form/worksheet you would save your chosen document to your computer, and place it in a folder on your computer where you can access it later.  Once you have the Organizer or one of the other worksheets on yourscreen,  just right-click anywhere on the page and select “save as”.  Next, name the file the same as the worksheet name you selected, and place it in a folder that you can access later.  Each time you add, change or delete info be sure to save the file.  When you have completed Self Employment Schedule entries and editing you can simply email these docs  to me as attachments along with your other source documents.

The personal information form and source document forms (which are part of the Tax Organizer Package) are very importantThe personal information form is for you to list the legal name, social security number and date of birth for you, your spouse and all of your children and/or dependents.  The source document list form is a check list for the documents that will be sent to you and the IRS and must be matched to information on these forms when your return is filed.

For your convenience, these forms can be filled with your relevant totals “on-screen”!  You can work on the forms in separate sessions, saving the file each time you quit.  When you return you can pick up where you left off until done and then email them to me as attachments.  The format to save the files as would be “pdf”.  You can also print the forms to paper, fill them in by hand and then scan and email them or print to paper and fax them to me.  If those approaches are NOT possible you can mail them to me.  Virtually all of my customers use scanners or fax machines.