Individual Organizer

To ensure a smooth and efficient tax filing process, we need some key information from you. Don't worry, we've made it easy. By completing it, you'll provide us with the necessary details to maxamise your tax return.

40%

Taxpayer Info

Taxpayer Name *

Social Security Number *

Date of birth *

Occupation *

Taxpayer Email Address *

Taxpayer Phone

Taxpayer Mobile Number *

Please upload the front and back of Taxpayer's drivers license *

All Format

Please upload a copy of your social security card *

All Format

Address Info

Street Address *

City *

State *

Zip Code *

Country *

Spouse

If Married, did you live apart from your spouse for the last 6 months of the tax year?

Yes

No

Spouse Name *

Spouse Social Security Number *

Spouse Date of Birth *

Spouse Occupation *

Spouse Email *

Spouse Phone *

Please upload the front and back of Spouse's drivers license *

Please upload the front and back of Spouse's drivers license

Dependents

Do you have dependents? *

Yes

No

Are you claiming dependents that your provided support for at least 6 months last year? *

Yes

No

If Requested by the IRS, What documentation can you provide that shows evidence of the relationship between you and each dependent listed? *

If Requested by the IRS, What Documentation can you provide that shows evidence that each of your dependents lived with you for the number of months stated above? *

Are you claiming a child between 19 and 23 years of age, Who was a student for more than five calendar months of the tax year? Please list the school and months attended.

Was childcare provided while you worked? *

Yes

No

Who provided childcare while you worked ? *

Childcare tuition statements

Are you claiming a child who lived with any other adult relative for more than half of the tax year? List each relative, their relationship to the child and their income for last tax year.

Did you receive Advanced Child Tax Credit Payments? *

Yes

No

Note: If you have dependents that you are claiming for this year please completed the Due Diligence Organizer.

Dependent 1 Name

Dependent 1 Social Security Number *

Dependent 1 DOB *

Relationship to dependent *

How many Months did this dependent live with you? *

Did you provided over half of the financial support for this dependent? *

Yes

No

Can anyone other than you qualify to claim this dependent? *

Yes

No

Child Care Amount paid for Children *

Dependent Social Security Card *

Dependent Social Security Card

Dependent Birth Certificate (Minor) or Proof of Residency *

Dependent Birth Certificate (Minor) or Proof of Residency

Do you have more dependents to add? *

Yes

No

Dependent 2 Name *

Dependent 2 Social Security Number *

Dependent 2 DOB *

Relationship to dependent 2

How Many Months Did This Dependent 2 Live With You? *

Did You Provided Over Half Of The Financial Support For This Dependent 2? *

Yes

No

Can anyone other than you qualify to claim this dependent 2? *

Yes

No

Child Care Amount paid for Children (2) *

Dependent 2 Social Security Card *

Dependent 2 Social Security Card

Dependent 2 Birth Certificate (Minor) Or Proof Of Residency *

Dependent 2 Birth Certificate (Minor) Or Proof Of Residency

Do You Have More Dependent To Add? *

Yes

No

Dependent 3 Name *

Dependent 3 Social Security Number *

Dependent 3 DOB *

Relationship to dependent 3 *

How Many Months Did This Dependent 3 Live With You? *

Did You Provided Over Half Of The Financial Support For This Dependent 3? *

Yes

No

Can anyone other than you qualify to claim this dependent 3? *

Yes

No

Child Care Amount paid for Children (3) *

Dependent 3 Social Security Card *

Dependent 3 Social Security Card

Dependent 3 Birth Certificate (Minor) Or Proof Of Residency *

Dependent 3 Birth Certificate (Minor) Or Proof Of Residency