Tax Organizer

A Personal information

Values in red are guesses. Click into any of them to confirm and the red clears. Your browser's autofill will offer name, address, phone and email once you start typing.

Verify: school district is a guess based on the Lake Highlands area, and depends on your exact street. Filing status is set to married filing jointly.

Prior year filing status

Your first name

M.I.

Last name

Your SSN

Spouse first name

M.I.

Spouse last name

Spouse SSN

Street address

Apt / unit

Address, second line

City

State

ZIP

County

School district

Day phone

Evening phone

Email

Your occupation

Spouse occupation

Your date of birth

Spouse date of birth

B Dependents & household

These names also fill the household member list on the intake form, so you only enter them once. The organizer has room for three; a fourth and beyond print on a continuation sheet.

C Estimated tax payments

Texas has no personal income tax, so the state columns are usually blank. Leave them empty unless you paid estimates to another state.

	Federal amount	Date paid	State amount	Date paid

D General information

E Income information

Your W-2 count

Received?

Spouse W-2 count

Received?

1099 count

Received?

Mutual fund income

Rental income

Other income

F Business information

The first five fields also fill the business column on the intake form.

Business name

EIN / tax number

Business phone

Business address

Fax

Business activity

Product or service

Income from sales

Gain / loss

Other business income

Insurance proceeds paid

Casualty

Theft

Bad debts, prior year

Home office %

Mortgage

Rent

Depreciable equipment

Business taxes paid

Purchases

Improvements

Travel & lodging

Records on hand for:

Taxes paid Purchases Improvements Travel & lodging

G Deductions

IRA contributions made

HSA / MSA

Student loan interest paid

Prior year itemized deduction

Medical expenses, total

Major medical expenses

Routine medical

Dental

Vision

Prescriptions

Medical transportation / mileage

Other medical

Charitable contributions

Non-cash donations

Casualty losses

Gambling losses

Other deductions

These print on the organizer's itemized list but have no amount box there. Enter amounts you want your preparer to see:

Real estate & property taxes

Mortgage interest

Health / dental insurance premiums

Long term care premiums

Itemized deductions, do these apply to you or your spouse?

Documentation I'm bringing:

Driver's license & Social Security cards Copy of prior year return Original W-2s 1099s and interest/dividend statements Other income received

These five print on the organizer's "Information to Bring" list. The three below are for your own packing list and print on the notes page.

Mortgage interest statement Cash donation receipts Medical & prescription records Schedule K-1s

H Other information

Miscellaneous

Prior year return, detail

Non-standard forms, detail

I Intake form extras

These print on the accountant's intake form only.

Estimated 2026 income

Bank routing number

Bank account number

Include bank numbers when I save a data file

Left unchecked, a saved data file skips the routing and account numbers. They still print on the intake PDF. Whatever you save is a plain text file on your own machine, so keep it where you'd keep a tax return.

J Notes for your preparer

Free text. This prints on its own page at the end of the organizer, so anything unusual this year belongs here.

Notes