This Tax Organizer is designed to help you collect and report the information needed to prepare your last year's income tax return. The following application form will cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your special needs.
Please enter last year's information in the designated areas on the form.
Note: The General Questions and Business/Investment Questions worksheets include a variety of questions designed to assist in completing your tax return. If you answer yes
to any of the questions, be sure to provide the applicable details.