Sanz Virtual Enterprise, LLC | CPA Accounting and Tax Services

CLIENT TAX ORGANIZER WORKSHEET

Client Tax Organizer

Taxpayer First Name

Taxpayer Last Name

Date of Birth

Phone

Spouse First Name

Spouse Last Name

Date of Birth

Phone

Address

City

State

Zip Code

Select applicable Filing Status

Filing Status

For 2020 & 2021 tax returns only: Did you receive any Economic Stimulus Payments?

Yes

If yes, for what amount?

Dependents

Number of dependents to be claimed on tax return

Enter dependent info below if applicable. Simply skip and go to the next section if not applicable.

Dependent First Name

Dependent Last Name

Date of Birth

Dependent First Name

Dependent Last Name

Date of Birth

Dependent First Name

Dependent Last Name

Date of Birth

Income & Earnings

Enter dollar amounts

W-2 Earnings

Taxes Withheld

1099 Earnings

Taxes Withheld

W-2 Earnings

Taxes Withheld

1099 Earnings

Taxes Withheld

W-2 Earnings

Taxes Withheld

1099 Earnings

Taxes Withheld

Deductions & Credits

Enter dollar amounts

Mortgage Interest

Medical expenses

Student loan interest

Property taxes

Non-cash donations

Child care expenses

Ad-valorem taxes

Cash donations

Dependent care expenses

State taxes paid

Educational expenses

Estimated taxes paid

Additional Notes?

How did you hear about us?

Disclosure

By checking this box, under penalties of perjury, I certify that the information provided in this tax organizer is true and correct to the best of my knowledge. I understand that this form is being submitted electronically and consent to the collection of my personal and financial information by Sanz Virtual Enterprise, LLC and its associates.