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WETTER & CONVERTINI

TAX ORGANIZER

 

You are invited to print out this organizer (there are 5 sections) and use it. This will help you organize your tax information (and make sure you don't miss any important tax deductions).

Whether you do your own tax return or use the services of a CPA firm, we hope you will find it useful and informative.

Important note: some information has been compiled in Table format. If your browser doesn't support tables, this information may be hard to read. We strongly suggest you
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Tax Organizer Part One

Taxpayer_Information


First Name:___________________ Initial _______
Last Name_____________________________
Social Security # _____________________________
Occupation__________________________________
Date of Birth ________________________
Street Address __________________________________
City________________ State_________ Zip____________
Home Telephone ______________________________
Work Telephone______________________________


Spouse_Information


First Name:___________________ Initial _______
Last Name_____________________________
Social Security # _____________________________
Occupation__________________________________
Date of Birth ________________________
Street Address __________________________________
City________________ State_________ Zip____________
Home Telephone ______________________________
Work Telephone______________________________

FILING_STATUS


Single Married
Head of Household Married Filing Separate


SALARIES_AND_WAGES

W-2  Gross Income  Federal Withholding     FICA    
1 $ $ $
2 $ $ $
3 $ $ $
4 $ $ $
5 $ $ $

W-2    Medical    State Withholding     SDI    
1 $ $ $
2 $ $ $
3 $ $ $
4 $ $ $
5 $ $ $

Electronic_Filing


Would you like electronic filing?
Yes! No
Automatic deposit?
Yes
(attached a VOID check)
No


Dependents



Name_______________________________________
Date of Birth_________________
Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________


Name_______________________________________
Date of Birth_________________
Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________


Name_______________________________________
Date of Birth_________________
Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________


Name_______________________________________
Date of Birth_________________
Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________

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