Individual Tax Organizer 2024

Important Notice

Our internal deadline for the TY 2025 is April 4, 2025. All organizers must be received prior to this date for processing by the tax deadline.

This Tax Organizer is designed to help you collect the information needed to prepare your 2024 income tax return. The worksheets focus on your income, deductions, and credits. Please fill in your 2024 information in the appropriate sections. If additional information is needed, use the extra space provided.

If you have any questions, please email info@ethicstaxes.com or call us.

Please upload any documents below to the Ethics Tax and Financial Client Portal. If you've forgotten your password, click 'Forgot Password' to reset it or send us an email at info@ethicstaxes.com

Client Status New Clients are Required to Upload Prior Year Returns and will receive a Client Portal Invite when Tax Organizer is Submitted.

New Client

Return Client

Are you Filing Prior Year Taxes?

Yes No

Select the Prior Year You are Filing

TY 2023

TY 2022

TY 2021

TY 2020

Not Listed

Taxpayer's name

include suffix (Jr., Sr. III) Must match Social Security Admin.

Date of Birth

01/01/2000

Email address

Taxpayer's Cell Phone Number

555-555-5555

Do you consent to receive text messages regarding your tax return?

Yes

Taxpayer's Occupation

Home Address

Include City, State, and Zip Code

Do you need to file a state return?

Yes No

Which state(s)?

Required for State Taxes

What county do you live in?

Required for State Taxes

Do you have an IRS IP Pin? Upload Document to Client Portal

Yes No

Martial Status

Single

Married

Widower

In the last 12 months

Can you be claimed as dependent on another return?

No Yes

Will you be filing jointly? If married, your only filing option is MFJ or MFS.

Yes No

Spouse's name

include suffix (Jr., Sr. III)

Date of Birth

Phone Number

Spouse's Email address

Spouse's Occupation

Spouse Disabled?

Yes No

Does your Spouse have a IRS IP Pin? If yes, upload to portal

Yes No

Do you provide consent for us to communicate with you via email? Including our mailing list

Yes No

Do you provide consent for us to communicate with you via text message?

Yes No

Contribute $3 to the Presidential Campaign Fund

Yes No

Do you authorize taxing authority to discuss return with tax preparer?

Yes No

Do you have investment income $3,400 or less?

Yes No

Did you or your spouse have a foreign financial account?

Yes No

At any time during the year did you or your spouse hold an interest in a foreign financial asset?

Yes No

Any time during 2024, did you (spouse, if applicable) receive, sell, exchange, or otherwise acquire any virtual currency (for example, Bitcoin)?

Yes No

Do you have any qualifying dependents/relatives?

Yes No

Qualifying Dependent(s)/Relative(s)

Please upload any documents below to the Ethics Tax and Financial Client Portal. If you've forgotten your password, click 'Forgot Password' to reset it or send us an email at info@ethicstaxes.com

PLEASE NOTE: We are required to review Relationship and Residency documents such as:

-Social Security Card
-Birth Certificate
-Current School Records, Doctor's office letter showing dependent name and address, lease agreement showing dependent name as one of the residents, health insurance documents etc.

In general, individuals may not be claimed as a dependent, unless:

1) they were a U.S. citizen or a U.S. legal resident, and

2) you provided over half of their total support in 2024, and

3) they had a gross income of less than $4,300 and was your qualifying relative, or, the individual was your child and

a. Your child was under age 19 at the end of 2024, or

b. Your child was under age 24 at the end of 2024 and was a student for any 5 months.

Add new dependent

Can any dependent be claimed as a dependent on another return?

No Yes

Did you provide more than half the support for these dependents?

No Yes

For parents that share joint custody of a child, a test must be performed before the child could be claimed. The taxpayer claiming the child must have the other parent's sign form 8332 (ask your tax advisor) “releasing the right to claim the child”

Do you qualify for the adoption credit?

No Yes

Did you pay childcare for your Dependent(s) up to 12 years old?

Yes No

Income

Please upload any documents below to the Ethics Tax and Financial Client Portal. If you've forgotten your password, click 'Forgot Password' to reset it or send us an email at info@ethicstaxes.com

W-2s
1099s for dividends, Interest, and Sales
1099s for Social Security, Retirement Distributions, State Refunds, Misc.
Income, Gambling Winnings, Distributions from Qualified Education Programs, etc. Please also make note of any taxable income where 1099s were not received, such as alimony.
Business income and expenses
Copy of 2023 Federal and State Income Tax Returns *New Clients (if not already provided)

Retirement

Retirement Plans attach statements for transactions &/or Form 8915-E

IRA

Spousal IRA

Roth

SEP

KEOGH

TSA

Company

N/A

Did you make any contributions other than through your employer?

Yes No

Did you make any distributions? Withdraws

Yes No

Did you receive health insurance through Marketplace?

Yes No

Do you have a 1098-T, Tuition for College Education?

Yes No

Do you have a form 1098-E Student Loan Interest?

Yes No

Do you have a 1098 mortgage loan interest form?

Yes No

Did you sell any property or assets this year?

Yes No

Were you forgiven of any debt from credit cards, loans or foreclosed on a property this year? Cancellation of Debt

Yes No

Did you receive any loan forgiveness for student loans in this tax year?

Yes No

Did you make any cash charitable contributions in 2024? Extend tax benefits allow for $300 per individual w/o itemized returns

Yes No

Did you make any estimated tax payments?

Yes No

1st Quarter

2nd Quarter

3rd Quarter

4th Quarter

Do you or your spouse qualify for Educator's unreimbursed Classroom Expenses (max. $250) You're an eligible educator if, for the tax year you're a kindergarten through grade 12 teacher, instructor, counselor, principal or aide for at least 900 hours a school year in a school that provides elementary or secondary education as determined under state law.

Yes- Taxpayer or Spouse Yes- Taxpayer and Spouse No

Do you owe any government agency? (ex.IRS, Child Support)

Yes No

Self - Employed Sole Proprietor or Single Member LLC Income

Please upload any documents below to the Ethics Tax and Financial Client Portal. If you've forgotten your password, click 'Forgot Password' to reset it or send us an email at info@ethicstaxes.com

Do you have self-employed or business income to report?

Yes No

Add Another Business

Rental Income

Please upload any documents below to the Ethics Tax and Financial Client Portal. If you've forgotten your password, click 'Forgot Password' to reset it or send us an email at info@ethicstaxes.com

Do you have any rental income? That is not part of a Partnership, Multi-member LLC, or Corporation

Yes No

Did you activity participate in the rental activity during 2023?

Yes No

Did you make any payments that would require you to file Form 1099? Contractors

Yes No

Address

Include City, State, Zip code

Fair Rental days

Personal days

Rents received

Royalties received

Do you have written proof and receipts? You should retain all receipts for up to 7 years.

Yes No

Do you have rental expenses?

Yes No

Advertising

Automobile/Mileage

Travel

Cleaning and maintenance

Commissions

Mortgage Insurance

Other Insurance

Legal and other professional fees

Management Fees

Mortgage Interest

Other Interest

Repair

Supplies

Real Estate Taxes

Other Taxes

Utilities

Do you or spouse (if applicable) owe any federal, state debt that would offset (take) your tax refund?

Yes No

If you’re not sure and have questions regarding the offset of your federal tax refund or offset of another U.S. government-issued payment, call the Treasury Offset Program Call Center at 1-800-304-3107.

Bank Name:

Type of Account

Checking

Savings

Routing Number

Double check

Account Number

Double Check

Routing Number

Double check

Account Number

Double Check

What date would you like to have funds drafted?

Additional Services & Referral Information

How did you hear about us?

Return Client

Friend/Family

Social Media

Google

Thumbtack

Business card

Other

Referral Name

We offer referral rewards, please let us know if you were referred by someone.

I acknowledge that all information provided in this form to Ethics Tax and Financial Services, LLC is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documents to validate the information provided. I understand that providing false information on my tax return and reporting to the IRS or State agency is a criminal offense and is punishable by law. Ethics Tax and Financial Services, LLC, and the preparer are not liable for any error due to incorrect information provided by me. By signing below, I authorize Ethics Tax and Financial Services, LLC to file my tax return.

Date

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