Стр. 24 - GPS Tax Supply Catalog 2016

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G PS
ORGANIZERS FOLDED TO FIT #10 ENVELOPE
INCOME TAX DATA ORGANIZERS
• Easy to complete
• Reduces interview time
• Protects you, the preparer
• Electronic filing information
included
• Advises clients to provide
certain needed documents/data
CONTAINS ALL RELEVANT
QUESTIONS FOR 2015
RETURNS
See page 18 for imprint information.
REGULAR CLIENTS LOVE IT! USE IT TO GAIN NEW CLIENTS!
READY TO MAIL – 14-PAGE INCOME TAX ORGANIZER
SINGLE SHEET (2 SIDES) INCOME TAX ORGANIZER
DEDUCTIONS
ADJUSTMENTS
AMT.
Your IRA Deduction ..........................
Spouse’s IRA Deduction ..................
Keogh & SEP Deduction ..................
Penalty on Early Withdrawl of Savings
Self-Employed Health Insurance Premium
Alimony Paid .....................................
Recipient’s S.S. # ______ - ____ - ____
MEDICAL AND DENTAL
* NOTE: Medical expenses are deductible only to the extent that
they exceed 7 1/2% of your adjusted gross income. Example:
If your adjusted gross income is $30,000, only the amount over
$2,250 of unreimbursed medical expenses are deductible.
Medicines and Prescription Drugs ....
Doctors, Dentists, Nurses, Hospitals .
Names Optional
Doctor ...............................................
Doctor ...............................................
Doctor ...............................................
Dentist ..............................................
Insurance Premium Paid ..................
Miles Driven to Doctor/Dentist/Hospital
Eyeglasses/Hearing Aids .................
Other Medical Expenses ..................
TAXES YOU PAID
Real ..........................
Spouse’s IRA Deduction ..................
Keogh & SEP Deduction ..................
Penalty on Early Withdrawl of Savings
Self-Employed Health Insurance Premium
Alimony Paid .....................................
Recipient’s S.S. # ______ - ____ - ____
INTEREST YOU PAID AMT.
Home Mortgage - 1st Loan ..............
Home Mortgage - 2nd Loan .............
Home Mortgage - 3rd Loan .............
Were any of the above payments made to an individual?
Home Mortgage Points Paid
(A) For purchase or improvements ......
(B) For refinance ..................................
Investment Interest
..............................
* If you are uncertain as to how to interpret your statements, please
bring statements. NOTE: Consumer interest is not deductible. Consumer
interest consists of interest paid for credit cards, car loans, credit union
loans and interest paid for other personal (non-business) loans.
Yes No
CONTRIBUTIONS YOU MADE
(1) Cash or check contributions of $250 or
more, to one organization, at any one time .
(2) Total other cash or check contributions
(3) Other Than Cash - (clothing, furntiure, etc.)
( Estimate fair market value - if over $500, please compile list
and fair market value of each item.)
$
$
$
MISCELLANEOUS DEDUCTIONS
Unreimbursed Employee Business Exp
Union and Professional Dues ...........
Tax Return Preparation ....................
Investment Expense .........................
Safety Shoes/Work Clothing ............
Work Tools/Equipment .....................
Equipment Expenses ......................
Job Seeking Costs ..........................
Gambling Losses ................
Other Miscellaneous Deductions ...........
Higher education expenses paid for yourself,
your spouse or dependent $_____________
Enter here any other expenses that you think may be
deductible or any questions you may wish answered.
CHILD AND DEPENDENT CARE EXPENSES
Care Provider’s Name Street, City, State, Zip Code I.D. Number (SSN or TIN) Amount Paid
CLIENT INFORMATION FORM
Completion of this form is optional. However, by completing it, you will expedite the completion of your return,
help avoid missing important deductions and help keep tax preparation fees down.
_______________________________________________________________________________________
Your First Name
Spouse’s First Name
Last Name
and Initial
and Initial (if applicable)
Please answer the following questions by checking Yes or No. If you check No to any question, please enter
the revised information as applicable in the space provided.
1. Is your address the same as entered on last year’s tax return?
_______________________________________________________________________________________
New Street (if applicable)
New City
New Zip
2. Do you have the same dependents as listed on last year’s tax return?
Add new ones _________________________________________ Please delete ______________________
3. Did you have a change in marital status as compared to last year’s return?
4. Do you have the same occupation as entered on last year’s return?
Your New Occupation _____________________________ Spouse’s New Occupation ________________
5. Were either you or your spouse 65 or older on December 31 of the year just ended?
6. Do you wish $3 to go to the presidential election fund?
7. Did you pay any estimated tax payments?
8. Were you claimed as a dependent on another taxpa
r’s return?
PLEASE CHECK YES IF YOU OR YOUR SPOUSE RECIEVED ANY INCOME FROM THE FOLLOWING SOURCES:
If you checked YES to any of the above income items, please bring W2(s), Bank Statement or other available
records that indicate amounts recieved.
* If you bought or sold rental real estate or your principal residence, please bring the escrow closing or settlement statement.
Please complete back of this page so we can determine if you qualify to itemize your deductions.
COPYRIGHT MMIV ROUTE 104G 1-800-327-1040
Wage or Salary
Interest Recieved
Tax-Exempt Interest
Dividend Income
State Tax Refund
Did you Itemize Your Deductions On
Last Year’s Tax Return?
Alimony Recieved
Business Income & Deductions
Sale of Stocks, Bonds or Other Assets
* Sale of Real Estate
* Sale of Principal Residence
Pension Income
Pension Rollover
Partnership or Royalty Income
Income from Rental Property
Estate or Trust Income
Farm Income
Unemployment Income
Social Security Benefits
Gambling Winnings
Gifts, Prizes, Awards or Bonuses
Independent Contractor 1099 Income
Income From Any Other Source
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES NO
YES NO
YES NO
YES NO
Spouse
YES NO
YES NO
YES NO
Spouse
YES NO
YES NO
If yes, please enter amounts on back
YES NO
Includes all relevant questions for 2015 returns.
Income Tax Organizer TXO-4
This organizer includes sections for the
following data entries:
• Client & dependent data
• 25 potential income sources
• Adjustments to income IRAs, Keoghs,
student loan interest and more
• Miscellaneous interest deductions
• Child care credits
• Business income & deductions
• Rental income and expenses
• Sale of stock and real estate
• Business use of home
• Travel and entertainment expenses
• Quarterly estimated taxes paid
ALL ORGANIZERS
TRI-FOLDED – JUST
ADDRESS & MAIL!
24
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