Tax Organizer
Please complete the form below – it can take up to 30 mins to complete. Thanks!
Your Full Legal Name
(Required)
First
Middle
Last
Email
(Required)
For what tax year(s) are you preparing this tax organizer?
(Required)
Jan-Dec 2022
Jan-Dec 2021
Jan-Dec 2020
Jan-Dec 2019
Jan-Dec 2018
Jan-Dec 2017
Other
Which economic stimulus payments did you receive? (check all that apply)
(Required)
Winter 2020/2021
Spring 2021
None
How much was your Winter 2020/2021 stimulus payment (for the household if, Married Filing Jointly)
(Required)
How much was your Spring 2021 stimulus payment (for the household if, Married Filing Jointly)
(Required)
Is this the first time Taxley is preparing tax returns for you?
(Required)
Yes
No
Your SSN
(Required)
Your Date of Birth (DOB)
(Required)
MM slash DD slash YYYY
Your Occupation
(Required)
I need to change/update the following from last tax year (check all that apply):
(Required)
Contact information
Filing Status/Spouse Information
Citizenship
Bank Account Info (for direct deposits of refunds)
Dependent Information (add/remove)
None of the above
Update Contact Information
Address
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
County
(Required)
School District
(Required)
Phone
(Required)
Contact Information
Address
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
County
(Required)
School District
(Required)
Phone
(Required)
Filing Status
Update Filing Status
(Required)
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Widowed
Filing Status
(Required)
Single
Married Filing Jointly
Married Filing Separately
Widowed
Head of Household
Select all that happened during the tax year:
(Required)
I got married
I got divorced or legally separated
I was widowed
I am married, but my spouse and I lived apart during the year
None of these apply
Marriage Date
(Required)
MM slash DD slash YYYY
Divorce/Legal Separation Date
(Required)
MM slash DD slash YYYY
Date of Spouse's Passing
(Required)
MM slash DD slash YYYY
Spouse Full Legal Name
(Required)
First
MI
Last and Suffix
Spouse DOB
(Required)
MM slash DD slash YYYY
Spouse SSN
(Required)
Spouse Occupation
(Required)
Citizenship Information
Your Citizenship
(Required)
US Citizen/Green Card Holder
Non-US Citizen
Other
In what country are you a citizen or national?
(Required)
Spouse Citizenship
(Required)
US Citizen/Green Card Holder
Non-US Resident
Other
In what country is your spouse a citizen or national?
(Required)
Banking Information
I'd like direct deposit for my federal and state tax refunds
(Required)
Yes
No
Bank Name
(Required)
9-digit Routing #
(Required)
Account #
(Required)
Type Account
(Required)
Checking
Savings
Other
Dependents
Do you have dependents?
(Required)
Yes
No
How Many?
(Required)
1
2
3
4
More than 4
Dependent #1
Name of Dependent
(Required)
First and MI
Last and Suffix
Relationship to You
(Required)
i.e. Son, daughter, niece, nephew, grandchild, etc.
Date of Birth
(Required)
MM slash DD slash YYYY
SSN
(Required)
Dependent Citizenship
(Required)
US Citizenship
Resident Alien/Green Card Holder
Other
Did this person receive childcare or adultcare?
(Required)
Yes
No
How many months did this person live you last year?
(Required)
Can this person be claimed as a dependent on another person's tax return?
(Required)
Yes
No
Dependent #2
Name of Dependent
(Required)
First and MI
Last and Suffix
Relationship to You
(Required)
i.e. Son, daughter, niece, nephew, grandchild, etc.
Date of Birth
(Required)
MM slash DD slash YYYY
SSN
(Required)
Dependent Citizenship
(Required)
US Citizenship
Resident Alien/Green Card Holder
Other
Did this person receive childcare or adultcare?
(Required)
Yes
No
How many months did this person live you last year?
(Required)
Can this person be claimed as a dependent on another person's tax return?
(Required)
Yes
No
Dependent #3
Name of Dependent
(Required)
First and MI
Last and Suffix
Relationship to You
(Required)
i.e. Son, daughter, niece, nephew, grandchild, etc.
Date of Birth
(Required)
MM slash DD slash YYYY
SSN
(Required)
Dependent Citizenship
(Required)
US Citizenship
Resident Alien/Green Card Holder
Other
Did this person receive childcare or adultcare?
(Required)
Yes
No
How many months did this person live you last year?
(Required)
Can this person be claimed as a dependent on another person's tax return?
(Required)
Yes
No
Dependent #4
Name of Dependent
(Required)
First and MI
Last and Suffix
Relationship to You
(Required)
i.e. Son, daughter, niece, nephew, grandchild, etc.
Date of Birth
(Required)
MM slash DD slash YYYY
SSN
(Required)
Dependent Citizenship
(Required)
US Citizenship
Resident Alien/Green Card Holder
Other
Did this person receive childcare or adultcare?
(Required)
Yes
No
How many months did this person live you last year?
(Required)
Can this person be claimed as a dependent on another person's tax return?
(Required)
Yes
No
Additional Dependents
List Additional Dependent Information
(Required)
Child/Adultcare provider information
(Required)
Provide the daycare provider's name, EIN or SSN, address and amount paid to this person/company. Also, list the dependent for whom this fee was paid.
Update Dependents
Check all that apply:
(Required)
I need to add dependent(s)
I need to remove dependent(s)
Provide the name and date of birth of every dependent you want REMOVED from this year's tax return:
(Required)
How Many?
(Required)
1
2
3
More than 3
Dependent #1
Name of Dependent
(Required)
First and MI
Last and Suffix
Relationship to You
(Required)
i.e. Son, daughter, niece, nephew, grandchild, etc.
Date of Birth
(Required)
MM slash DD slash YYYY
SSN
(Required)
Dependent Citizenship
(Required)
US Citizenship
Resident Alien/Green Card Holder
Other
Did this person receive childcare or adultcare?
(Required)
Yes
No
How many months did this person live you last year?
(Required)
Can this person be claimed as a dependent on another person's tax return?
(Required)
Yes
No
Dependent #2
Name of Dependent
(Required)
First and MI
Last and Suffix
Relationship to You
(Required)
i.e. Son, daughter, niece, nephew, grandchild, etc.
Date of Birth
(Required)
MM slash DD slash YYYY
SSN
(Required)
Dependent Citizenship
(Required)
US Citizen
Resident Alien/Green Card Holder
Other
Did this person receive childcare or adultcare?
(Required)
Yes
No
How many months did this person live you last year?
(Required)
Can this person be claimed as a dependent on another person's tax return?
(Required)
Yes
No
Dependent #3
Name of Dependent
(Required)
First and MI
Last and Suffix
Relationship to You
(Required)
i.e. Son, daughter, niece, nephew, grandchild, etc.
Date of Birth
(Required)
MM slash DD slash YYYY
SSN
(Required)
Dependent Citizenship
(Required)
US Citizen
Resident Alien/Green Card Holder
Other
Did this person receive childcare or adultcare?
(Required)
Yes
No
How many months did this person live you last year?
(Required)
Can this person be claimed as a dependent on another person's tax return?
(Required)
Yes
No
Additional Dependents
List Additional Dependent Information
(Required)
Are the dependent(s) US Citizens:
(Required)
Yes
No
Unsure
Other
Did the dependent(s) receive childcare or adultcare?
(Required)
Yes
No
Child/Adult Care provider information
(Required)
Provide the daycare provider's name, EIN or SSN, address and amount paid to this person/company. Also, list the dependent for whom this fee was paid.
Check all that apply:
(Required)
As it relates to the tax year(s) selected above.
I am (and/or my spouse is) a W-2 employee
I (and/or my spouse) typically itemized my deductions because one or more of the following apply: I have a lot of medical expenses, I own my home, I make charitable contributions, I have unreimbursed employee expenses.
I (and/or my spouse) relocated to a different city, state and/or country during the tax year(s) for which I'm preparing this tax organizer.
I (and/or my spouse) lived abroad during the tax year(s) for which I'm preparing this tax organizer.
I (and/or my spouse) own rental real estate.
I am (and/or my spouse is) self-employed.
Did you receive, sell, send, exchange or otherwise acquire financial interest in virtual currency (e.g. Bitcoin, etc.)?
(Required)
Yes
No
Unsure
Do you (and/or your spouse) own/have authority on one or more of the following: foreign bank accounts, foreign investment accounts (e.g. stock issued by non-U.S. entities), equity or debt interest in a foreign financial institution, interest in a foreign entity, and any other foreign account or financial instrument issued by a non-US entity.
(Required)
Yes
No
Unsure
Relocation Details
(Required)
Provide the to and from location, along with the dates of relocation.
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