SkyTaxes Tax Organizer

New Client(s)?
Taxpayer
Name*
First Middle Last
Suffix
Drivers License Information
Drivers License Number*
State*
Drivers License Issue Date*
Drivers License Expiration Date*
Spouses Drivers License Information
Spouses Drivers License Number
State
Spouses Drivers License Issue Date
Spouses Drivers License Expiration Date
Social Security Number
Date of Birth
Occupation
Company/Base
Cell Phone*
Home Phone
Email*

*No personal information will be sold or shared.

Spouse
First Name
Middle Initial
Last Name
Suffix
Social Security Number
Date of Birth
Occupation
Company/Base
Cell Phone
Home Phone
Email

*No personal information will be sold or shared.

Filing Address (for IRS residency purposes)*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Several factors must be considered in determining your state of residency, however, no single item (drivers license, voter registration, bank account state, etc.) will make you a resident.
Home Phone
Mailing address (if DIFFERENT than above for mailing of tax return and invoice, otherwise leave blank)
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Dependants
Dependant 1 - Full Name
Social Security Number
Date of Birth
Relationship
Full Time Student
Disabled
Dependant 2 - Full Name
Social Security Number
Date of Birth
Relationship
Full Time Student
Disabled
Dependant 3 - Full Name
Social Security Number
Date of Birth
Relationship
First Time Student
Disabled
Dependant 4 - Full Name
Social Security Number
Date of Birth
Relationship
First Time Student
Disabled

Sale of Stocks -
All detailed information is required; year end brokerage statements may not show purchase information. Enclose 1099-B and/or 1099 consolidated forms.
Transaction 1
Stock & Qty. Sold
Date Acquired
Purchase Price
Date Sold
Sell Price
Cost to Buy/Sell
Transaction 2
Stock & Qty. Sold
Date Acquired
Purchase Price
Date Sold
Sell Price
Cost to Buy/Sell
Transaction 3
Stock & Qty. Sold
Date Acquired
Purchase Price
Date Sold
Sell Price
Cost to Buy/Sell
Transaction 4
Stock & Qty. Sold
Date Acquired
Purchase Price
Date Sold
Sell Price
Cost to Buy/Sell

Business Income -
Please fill out or send us a copy of your 1099-MISC and attach schedule “C” (available on our web site) with preliminary notes for us to work with. We will contact you for further information and details of your business expenses.
Rental Property -
Please fill out or send us a copy of your Schedule “E” (available on our web site) with preliminary notes for us to work with. We will contact you for further information.
Retirement Plan Income -
Please fill out or send us a copy of your form 1099-R
State and/or Local refund received for filing year
Please provide 1099-G
Check if Itemized Last Year
Social Security Benefits Received in filing year
Please provide form SSA-1099 or RRB-1099
Alimony Received:
Taxpayer $
Spouse $
Unemployment Compensation -
Please provide 1099G
Gambling Winnings -
Please provide form W2-G if received or write the amount received. $
IRA Contributions -
Taxpayer $
Traditional
Roth
Spouse $
Traditional
Roth

Student Loan Interest Paid Deduction -
Please provide 1098E if available
Taxpayer $
Spouse $
Tuition Fees -
Name of Tax Payer or Dependent Enrolled in Degree Program
Amount $
Year of Degree Program
Qualify for American Opportunity Credit
Name of Tax Payer or Dependent Enrolled in Degree Program
Amount $
Year of Degree Program
Qualify for American Opportunity Credit
Name of Tax Payer or Dependent Enrolled in Degree Program
Qualify for American Opportunity Credit
Amount $
Year of Degree Program
Alimony Paid -
Amount Paid
Recipient's SSN
Medical Savings Account -
Amount Paid
Coverage is for:

Itemized Deductions -
Moving Expenses: Must be at least 50 miles closer to your job/base. Include expenses like truck rental, hotel, laborers, supplies (boxes, tape, etc.). Even if you used your own car you can still write off the mileage/gas, etc.
Date of move (Can be previous year move if it was not written off in that year taxes)
Miles From Old Home to Job
Miles From New Home to Job
Transportation and Storage $
Travel and Lodging $
Supplies $
Notes
Medical Expenses: (must exceed 10% of your income)
Insurance Premiums
Deductibles Paid
Prescription Medicine
Doctors/Dentist/Hospital Fees
Optometry/Eye Wear
Medical Equipment
Other

Sales Tax - Include anything you paid sales tax on like cars, electronics, furniture, clothing, house wares, etc., basically anything you paid tax on. We can also deduct a preset amount based on your income. However, the actual amount you paid may be higher, especially if you bought expensive items. For taxpayers in states with income tax, we will write off either your state income tax or the sales tax (whichever is higher).
Sales Tax Paid $
Sales Tax Paid on a Vehicle Purchase $
(This amount can be added to the preset amount)
Home Ownership - *Please fill out our "1098 online form" or send us a copy of your 1098
Property Taxes $
Mortgage Interest $
Points Paid
* Do not include Rental Property information. 1098 and Property taxes along with anything pertaining to the rental should go on a Schedule E *
Charity
Cash Contributions (Church, etc.) $
Charity Taxpayers must now keep a record of cash contributions of any amount. Examples are canceled checks, a bank copy of a cancelled check, a bank statement containing the name of the charity with date and amount, or a receipt from the charity with date and amount of contribution.
Non Cash (Detail here or on notes section and we'll help with value, receipt needed over $500)
Other Taxes
State Income Taxes "not on W2"
Yearly Automobile/RV/Boat taxes
Investment Interest Taxes
Casualty/Theft Loss/Floods (Explain – lists costs, FMV, and if job related) Include events not fully reimbursed by insurance. Explain: lists costs, Fair Market Value, and if job related.

State Tax Information (N/A in TX, FL, TN, WA, AK, NV, WY) note - not all information applicable in all states)
California Renters Credit - Landlord Information
Name
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Notes Related to State Taxes
NJ,NY,OH,IN,MA,MI,MN,PA,VA
Rents Paid (N/A for OH)
County
Municipality
School District
Notes

Employee Related Itemized Expenses Automobile Expenses (N/A for commute to or from work by car, only for non-commuting for example:Work meetings, training, etc.) Taxpayer
Vehicle - Make/Model/Year
Date in Service
Total Miles Driven During Year
Business Related Miles
Average Round Trip Distance to Work
If Leased, List Payment, (Yearly Costs)
Tolls, Parking, Taxis, etc
Spouse
Vehicle - Make/Model/Year
Date in Service
Total Miles Driven During Year
Business Related Miles
Average Round Trip Distance to Work
If Leased, List Payment, (Yearly Costs)
Tolls, Parking, Taxis, etc

Overnight Travel Expenses Taxpayer
Travel Costs for commuters (airlines, trains, parking, etc.)
Lodging
Auto Rentals, Taxis, etc.
Incidental Expenses (Overnights)
Tips (Hotel, Vans, Shoe Shines, etc)
Commuter Passes
Other Travel Costs (Cabs, Buses, etc.)
ATM Fees, Currency Exchange Fees
Spouse
Travel Costs for commuters (airlines, trains, parking, etc.)
Lodging
Auto Rentals, Taxis, etc.
Incidental Expenses (Overnights)
Tips (Hotel, Vans, Shoe Shines, etc)
Commuter Passes
Other Travel Costs (Cabs, Buses, etc.)
ATM Fees, Currency Exchange Fees

Employee Expenses Taxpayer
Non Taxable Per Diem
If not On W2, Box 12, Code L, then please submit your last pay stub of the year for us to obtain YTD information.
Meals & Entertainment (Only applicable if we do not compute your per diem)
Percentage of Domestic vs. International trips
Computer Equipment/Software $
Month Computer Purchased
Flight Gear, Luggage, Passport
Union/Professional Dues
Trade Subscriptions/Magazines
Uniforms & Protective Clothing
Uniform Upkeep (Cleaning & Alterations)
Education to Maintain Skills
Office Supplies & Equipment
Internet Fees
Cell Phones, PDA (Purchase/Monthly Fee)
Special Tools & Equip. (Jepp binders, Sunglasses, Headset)
Job Search Costs
Legal, Investing, or Accounting Fees
Flight Physical Exam
Tax Preparation Fees (previous year)
Other expense notes. List any other expenses like ID replacements, wings, alarm clock, travel hair dryer, bid service, answering machine, calling cards. Training out of base expenses, etc.

Spouse
Non Taxable Per Diem
If not On W2, Box 12, Code L, then please submit your last pay stub of the year for us to obtain YTD information.
Meals & Entertainment (Only applicable if we do not compute your per diem)
Percentage of Domestic vs. International trips
Computer Equipment/Software $
Month Computer Purchased
Flight Gear, Luggage, Passport
Union/Professional Dues
Trade Subscriptions/Magazines
Uniforms & Protective Clothing
Uniform Upkeep (Cleaning & Alterations)
Education to Maintain Skills
Office Supplies & Equipment
Tax Preparation Fees (prior year)
Internet Fees
Cell Phones, PDA (Purchase/Monthly Fee)
Special Tools & Equip. (Jepp binders, Sunglasses, Headset)
Job Search Costs
Legal, Investing, or Accounting Fees
Flight Physical Exam
Other expense notes. List any other expenses like ID replacements, wings, alarm clock, travel hair dryer, bid service, answering machine, calling cards. Training out of base expenses, etc.

Gambling Losses (Only if Claiming Winnings)
Taxpayer
Spouse
Day Care Costs
Cost (Yr.) $
Provider
Tax ID#
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Did you make any Energy Savings Home Improvements to your main home?
Amount Paid
Describe
Special Notes

Direct Deposit Information: Free
You can use the Direct Deposit option without filing electronically.
Bank Name
Routing Number
Number on bottom of check, other than account & check number.
Account Number
Please double check account and routing numbers carefully.
Account Type
If you file electronically we will complete IRS Form 8453 (Elec. Filing Authorization) and mail it to you with a self addressed envelope for with a paper copy mailing to the IRS. A copy will be included with your tax return.
Referral Program
Referred by:

Step 1 of 17

Taxpayer

Drivers License Information

Spouses Drivers License Information

Spouse

Dependants

Wages -

Investment Income -

Sale of Stocks -

Business Income -

Rental Property -

Retirement Plan Income -

State and/or Local refund received for filing year

Social Security Benefits Received in filing year

Alimony Received:

Unemployment Compensation -

Gambling Winnings -

IRA Contributions -

Student Loan Interest Paid Deduction -

Tuition Fees -

Alimony Paid -

Medical Savings Account -

Itemized Deductions -

Direct Deposit Information: Free

Referral Program