Tax Organizer Part 1

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You are invited to print out this organizer (there are 5 sections) and use it. This will help you organize your tax information (and make sure you don't miss any important deductions). Whether you do your own tax return, or use our services, we hope you'll find it useful and informative!

First Name:___________________ Initial _______
Last Name_____________________________
Social Security # _____________________________
Occupation__________________________________
Date of Birth ________________________
Street Address __________________________________
City________________ State_________ Zip____________
Home Telephone ________________________Work Telephone________________________

Single	Married
Head of Household	Married Filing Separate

W-2	Gross Income	Federal Withholding	FICA
1	$	$	$
2	$	$	$
3	$	$	$
4	$	$	$
5	$	$	$

W-2	Medical	State Withholding	SDI
1	$	$	$
2	$	$	$
3	$	$	$
4	$	$	$
5	$	$	$

Would you like electronic filing?
Yes!	No
Automatic deposit?
Yes (attached a VOID check)	No

Name_______________________________________
Date of Birth_________________ Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________

Name_______________________________________
Date of Birth_________________ Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________

Name_______________________________________
Date of Birth_________________ Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________

Name_______________________________________
Date of Birth_________________ Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________