I’ve sent out all of my Tax Organizers for the year. If you’re my client and have not received your Organizer let me know.
You do not have to use the Organizer but it is a very useful tool for helping me get the records I’ll need to prepare your return. The Organizer is based on your 2007 tax return (if I prepared your return). The cover page will list documents I have to see such as W-2s, 1099s, and 1098s along with the issuer. If, for example, you changed jobs during the year I will need to see the W-2 from your new employer. Page 1 of the Organizer notes the documents I absolutely will have to see.
ORG3 (which is two pages) is a questionnaire on personal issues. It’s likely that most of these questions will not apply to you but I have had a client who forgot to tell me about getting married on December 31st.
On page 2 of ORG3 is a section on electronic filing. I’ll assume that how you’ve filed in the past is how you will want to file in the future; if this isn’t the case let me know. In this same section will be the banking information (if any) I have on file: bank name, routing number, and the last four digits of the account number. Please let me know if the bank information has changed.
ORG4 is a questionnaire on business and investment issues including real estate questions. Again, it’s likely that most of these questions won’t apply to you but when they do I need to know about them.
ORG6 is the basic taxpayer information. Please complete and correct this information. If you’ve had an addition to your family during the year this is where you note that.
Take the time to look your Organizer over. As I said before most of it won’t apply to you, but it’s designed to let me know when new situations do apply. It will also help you with your recordkeeping.