SkyTaxes Tax Organizer Step 1 of 15 6% New Client(s)? Yes TaxpayerName* First Middle Last Suffix Drivers License InformationDrivers License Number*State*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificDrivers License Issue Date* Date Format: MM slash DD slash YYYY Drivers License Expiration Date* Date Format: MM slash DD slash YYYY Spouses Drivers License InformationSpouses Drivers License NumberStateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificSpouses Drivers License Issue Date Date Format: MM slash DD slash YYYY Spouses Drivers License Expiration Date Date Format: MM slash DD slash YYYY Social Security NumberDate of Birth Date Format: MM slash DD slash YYYY OccupationCompany/BaseCell Phone*Home PhoneEmail* *No personal information will be sold or shared. SpouseFirst NameMiddle InitialLast NameSuffixSocial Security NumberDate of Birth Date Format: MM slash DD slash YYYY OccupationCompany/BaseCell PhoneHome PhoneEmail *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 AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands 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 PhoneMailing 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 AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands DependantsDependant 1 - Full NameSocial Security NumberDate of Birth Date Format: MM slash DD slash YYYY RelationshipFull Time Student Disabled Dependant 2 - Full NameSocial Security NumberDate of Birth Date Format: MM slash DD slash YYYY RelationshipFull Time Student Disabled Dependant 3 - Full NameSocial Security NumberDate of Birth Date Format: MM slash DD slash YYYY RelationshipFirst Time Student Disabled Dependant 4 - Full NameSocial Security NumberDate of Birth Date Format: MM slash DD slash YYYY RelationshipFirst Time Student Disabled Filing StatusSingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdEstimated/Quarterly tax payments for filing yearSent directly by you to the IRS during the yearLife Events (Check all that apply) Marriage Divorce/Separation Birth/Adoption Bought Home (important for tax credits) Retro Check Retirement (IRA, 401k) Withdrawals Sold Stocks Own Rental Property Moved (more than 50 miles) Started or Operated a Business Education/College Expenses Participated in a Student Saving Plan Wages -Please fill out our "W2 online form" or send us a copy of your W2Investment Income -Please fill out our "1099 INT and/or 1099 DIV online form(s)" or send us a copies of your 1099 INT and/or 1099 DIV 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 1Stock & Qty. SoldDate Acquired Date Format: MM slash DD slash YYYY Purchase PriceDate Sold Date Format: MM slash DD slash YYYY Sell PriceCost to Buy/SellTransaction 2Stock & Qty. SoldDate Acquired Date Format: MM slash DD slash YYYY Purchase PriceDate Sold Date Format: MM slash DD slash YYYY Sell PriceCost to Buy/SellTransaction 3Stock & Qty. SoldDate Acquired Date Format: MM slash DD slash YYYY Purchase PriceDate Sold Date Format: MM slash DD slash YYYY Sell PriceCost to Buy/SellTransaction 4Stock & Qty. SoldDate Acquired Date Format: MM slash DD slash YYYY Purchase PriceDate Sold Date Format: MM slash DD slash YYYY Sell PriceCost 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-RState and/or Local refund received for filing yearPlease provide 1099-G Check if Itemized Last Year Social Security Benefits Received in filing yearPlease provide form SSA-1099 or RRB-1099Alimony Received:Taxpayer $Spouse $Unemployment Compensation -Please provide 1099GGambling 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 availableTaxpayer $Spouse $Tuition Fees -Name of Tax Payer or Dependent Enrolled in Degree ProgramAmount $Year of Degree ProgramQualify for American Opportunity Credit Name of Tax Payer or Dependent Enrolled in Degree ProgramAmount $Year of Degree ProgramQualify for American Opportunity Credit Name of Tax Payer or Dependent Enrolled in Degree ProgramQualify for American Opportunity Credit Amount $Year of Degree ProgramAlimony Paid -Amount PaidRecipient's SSNMedical Savings Account -Amount PaidCoverage is for:FamilySelf Only 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) Date Format: MM slash DD slash YYYY Miles From Old Home to JobMiles From New Home to JobTransportation and Storage $Travel and Lodging $Supplies $NotesMedical Expenses: (must exceed 10% of your income)Insurance PremiumsDeductibles PaidPrescription MedicineDoctors/Dentist/Hospital FeesOptometry/Eye WearMedical EquipmentOther 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 1098Property 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 *CharityCash 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 TaxesState Income Taxes "not on W2"Yearly Automobile/RV/Boat taxesInvestment Interest TaxesCasualty/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 InformationNameAddress Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands PhoneNotes Related to State TaxesNJ,NY,OH,IN,MA,MI,MN,PA,VA Rents Paid (N/A for OH)CountyMunicipalitySchool DistrictNotes Employee Expenses Taxpayer Non Taxable Per DiemIf not On W2, Box 12, Code L, then please submit your last pay stub of the year for us to obtain YTD information. SpouseNon Taxable Per DiemIf not On W2, Box 12, Code L, then please submit your last pay stub of the year for us to obtain YTD information. Gambling Losses (Only if Claiming Winnings)TaxpayerSpouseDay Care CostsCost (Yr.) $ProviderTax ID#Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Did you make any Energy Savings Home Improvements to your main home?Amount PaidDescribeSpecial Notes Direct Deposit Information: FreeYou can use the Direct Deposit option without filing electronically.Bank NameRouting NumberNumber on bottom of check, other than account & check number. Account NumberPlease double check account and routing numbers carefully.Account TypeCheckingSavingsIf 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 ProgramReferred by:CAPTCHA