Multi-Year Organizer

The information you provide in the organizer will help us approach your taxes as effectively as possible and allow us to identify any additional documents you may need to provide prior to the filing. The form is secure and your information entered will stay safe.

The documents requested on the form can also be uploaded directly to your client portal at a later time.

The goal of this organizer is to get as much information ahead of time so that we can get the data entry out of the way prior to your meeting with our CPA.

Please contact our office if you have any questions.

Name *

First

Middle

Last

SSN *

PRIMARY TAXPAYER ON RETURN

Taxpayer Date of Birth *

Address

Address Line 1

Address Line 2

City

State

Zip Code

Phone *

Email *

Occupation *

Name of Employer *

Disabilities *

Blind
Disabled

Check all that apply

Previous Year's Return *

Click or drag a file to this area to upload.

Please Provide a copy of your most recent completed tax return.

Current Marital Status *

Married
Single
Widow(er)

Filing Jointly? *

Was Your Filing Status Last Tax Filing? *

Dependents

Layout

Name

Social Security Number

Date of Birth

Relationship

Dependent's Income

Did you receive any notices from the IRS? *

Did you have a foreign bank account? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Did you pay to attend classes beyond high school? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Did you pay interest on a student loan? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Did you receive any rental income from property? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Did you receive any farm income? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Do you have self-employment income or expense? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Were there any births, adoptions, or deaths in the family? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Income

Click or drag a file to this area to upload.

Upload W-2s 2021 W-2s

Did you receive any interest income? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Did you receive any dividends? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Did you receive any K-1's? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Real Estate Sold in 2021

Layout (copy)

Description

Date Acquired

Date Sold

Selling Price

Cost

Did you sell any investments in the previous tax year? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Did you exercise or sell any stock options in the previous tax year? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

Did you have any pension annuity or IRA income in the previous tax year? *

Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

IRA Contributions

IRA Contributions for the previous tax year

Roth
Regular

Expenses

Did you have any medical expenses in the previous tax year?

Did you and your family have health insurance for all twelve months of the previous tax year?

Did you have health insurance through the market place in the previous tax year?

Taxes Paid

Interest Paid

Did you pay mortgage interest?

Did you pay investment interest?

Did you pay for dependent care?

Did you have property stolen or damaged by storm, water, fire, or accident?

Charitable Contributions

Layout

Organization

Amount

Item Donations for 2021 - Goodwill, Salvation Army, etc.

Layout (copy)

Organization (copy)

Amount (copy)

Did you move due to change in job locations?