The Tax Organizer should be completed and sent to your tax preparer with your tax information 2025

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The document is a Tax Organizer that provides instructions for taxpayers to complete and submit their tax information to Tax Sentry. It outlines the necessary steps, required documents, and specific forms needed for accurate tax preparation. The organizer includes sections for personal information, dependents, income sources, deductions, and health care coverage requirements under the Affordable Care Act. It emphasizes the importance of providing complete and accurate information to ensure optimal results in tax returns.

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Start by printing the Tax Organizer and Engagement Letters for your reference.
Familiarize yourself with the form by watching the Tax Organizer webinar presentation available online.
Begin filling out the basic taxpayer information, including names, Social Security numbers, and contact details for both you and your spouse.
Complete the personal information section, ensuring to indicate your filing status and any changes in marital status during the tax year.
List all dependents along with their relevant details such as Social Security numbers and months lived with you.
Proceed to answer general questions regarding income, prior year returns, and any foreign accounts or trusts.
Attach necessary documentation like W2s, 1099s, and previous tax returns before sending everything to your tax preparer.

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Versions	Form popularity	Fillable & printable
2022	4.2 Satisfied (51 Votes)
2021	4.8 Satisfied (51 Votes)
2020	4.8 Satisfied (30 Votes)
2020	4.3 Satisfied (33 Votes)
2020	4.4 Satisfied (159 Votes)
2019	4.4 Satisfied (290 Votes)
2019	4.7 Satisfied (51 Votes)
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2018	4.5 Satisfied (62 Votes)
2018	4.9 Satisfied (35 Votes)
2018	4.1 Satisfied (46 Votes)
2018	4.3 Satisfied (42 Votes)
2017	4.8 Satisfied (226 Votes)
2017	4.2 Satisfied (37 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a completed tax organizer?

A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return. The individual income tax return organizer should be used with the preparation of Form 1040, U.S. Individual Income Tax Return.

How do I send documents to tax preparer?

DO: Use your tax preparers secure portal. Secure online portals allow you to upload PDFs and other digital documents to your preparer and are the safest way to send documents. Additionally, portals are the most secure way for your preparer to deliver your tax return.

What is the best way to send tax documents?

Mail Your Tax Return with USPS Use the U.S. Postal Service to mail your tax return, get proof that you mailed it, and track its arrival at the IRS. The IRS considers a tax return filed on time if it is addressed correctly, has enough postage, and is postmarked by the due date.

What information should I give my tax preparer?

Personal information Social Security number or individual tax ID number (ITIN) for you and anyone else on your return. Bank account and routing numbers to get a refund by direct deposit or pay taxes you owe. Your adjusted gross income (AGI) and exact refund amount from last years tax return, if you filed.

How do I send electronically documents to the IRS?

Taxpayers who receive certain notices requiring them to send information to the IRS may now upload their documents online through IRS.gov, rather than mail them in. Please note that taxpayers may securely respond to these notices regardless of having an IRS Online Account.

Do I send a 1099 to my tax preparer?

Share: If youre using Tax Pro Review to file your taxes, your tax pro will need copies of all documents showing your federal withholdings. This includes Forms W-2 and 1099, and any other relevant documents.

What is the client tax organizer?

The client organizer is questionnaire and information document that tax preparers use to gather tax data from their clients. The organizer is a time-saving tool, helping your client plan for their visit to your office and helping you more efficiently prepare their return.

What do I need to send to my tax preparer?

What documents do I need to file my taxes? Social Security cards. income statements such as W-2s and 1099s. tax forms that report other types of income, such as Schedule K-1 for trusts, partnership and S corporations. tax deduction records. expense receipts.