Income tax time is just around the corner! You’ll want to start as soon as you can to pull all the information together for your CPA to do their job preparing the return with all the accurate information and receipts to maximize your return.
We have put together a convenient 2018 Income Tax Organizer for you to use this year. Hit the easy button. Let us help you.
Checklist
In this 2018 Income Tax Organizer, there is a checklist that includes these categories:
- Health Care Coverage
- Other Income
- Payments
- Sharing Economy
- Additional Questions
- Personal Information
- Dependent Information
- Health Care Information
- Income, Purchases, Sales and Debt Information
- Itemized Deduction Information
- Retirement Information
- Education Information
- Miscellaneous Information
- Foreign Account Information
- Account Information for Deposits or Withdrawals
- Wages & Salaries
- Form 1099-Misc Income
- Dividend Income
- Interest Income
- Other Income
- Adjustments
- Job-related Moving Expenses
- General Business Information
- Income
- Expenses
- Cost of Goods Sold
- General Property Information
- Partnerships, S corporations, Estates and Trusts
- Profit or Loss from Farming
- Farm Rental Income and Expenses
- Expenses Related to Business
- Itemized Deductions
- Mortgage Interest
- Employee Business Expenses
- Casualties and Thefts
- Child and Other Dependent Care Expenses
- Education Expenses
Documents
Gather important tax-related documents that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
If you are interested in receiving this complimentary 2018 Income Tax Organizer for your use, just email josh@joshuawilsoncpa.com and put in the subject line “Send a 2018 Income Tax Organizer” and our office will send you a pdf to start getting prepared for your taxes.
Joshua Wilson, CPA, PC is a full-service public accounting firm that specializes in accounting, tax preparation, tax planning, & business development for small businesses in Monroe, GA and the surrounding areas. Give Joshua a call today to set up a consultation at 770-856-1309 or email him at josh@joshuawilsoncpa.com.