Tax Organizer - Individuals With Sch. C

Page 1 of 4 - Taxpayer Info

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What Year Is This Tax Organizer Being Completed For?
Taxpayer Name Taxpayer Name First Last
Taxpayer Date Of Birth
Taxpayer SSN
Spouse Name (if applicable) Spouse Name (if applicable) First Last
Spouse SSN (if applicable)
Spouse Date Of Birth (if applicable)
Taxpayer Address To Use On Returns Taxpayer Address To Use On Returns
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Phone Phone - ### - ### ####
Email
W2's AND 1099's RECEIVED
Upload Your W2's and 1099's

Attach Files
HEALTH INSURANCE
Did You Have Health Insurance All Year?
Did You Purchase Insurance Through Healthcare.Gov?
Upload your 1095A Form Here

Attach Files
DEPENDENT INFO (if applicable)
Dependent Name Dependent Name First Last
Dependent SSN
Dependent Date Of Birth
Dependent Name Dependent Name First Last
Dependent SSN
Dependent Date Of Birth
Dependent Name Dependent Name First Last
Dependent SSN
Dependent Date Of Birth
Additional Dependents: Please Enter Name, SSN And Date Of Birth For Any Additional Dependents
CHILD CARE EXPENSES (if applicable)
Did You Pay For Child Care?

Did You Pay For Child Care? YES NO
Please Upload Your Child Care Payment Receipt Summary (if applicable)

Attach Files
Child Care Provider Name
Child Care Provider EIN or SSN
Child Care Provider Address Child Care Provider Address
Street Address City State / Province / Region Postal / Zip Code
Total Cost For Child Care Expenses
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Tax Organizer - Individuals With Sch. C

Tax Organizer - Individuals With Sch. C

Page 1 of 4 - Taxpayer Info

W2's AND 1099's RECEIVED

HEALTH INSURANCE

DEPENDENT INFO (if applicable)

CHILD CARE EXPENSES (if applicable)