Tax Organizers

Income Tax Preparation Checklists and Organizers

ALL INDIVIDUAL TAXPAYERS - Select, complete and print or save one of the following:

• Tax Preparation Checklist - The Tax Preparation Checklist is a one page summary designed to help you gather tax information needed to prepare your personal income tax return.
• Income Tax Organizer - The Income Tax Organizer is a more detailed checklist including a questionnaire that asks about pertinent tax items necessary for preparing your individual income tax return accurately. It also includes a schedule for Personal Itemized Deductions (such as mortgage interest and property taxes).
  • Foreign Income Assets Questionnaire (eSign) - Also complete this questionnaire only if you are a U.S. client AND have foreign assets.

SELF-EMPLOYED OR SMALL BUSINESS OWNERS or INDEPENDENT CONTRACTORS - Select, complete and print or save:

• Business Expense Organizer - Please provide a separate Business Organizer for each individual activity (for example, if husband is a self-employed realtor and spouse had unreimbursed employee business expenses).

RENTAL PROPERTY OWNERS - Select, complete and print or save:

• Rental Property Tax Organizer - Provide a separate organizer for each rental property.

FOREIGN INVESTORS - Select, complete and print or save:

• Foreign Investors Income Tax Organizer
• Enlace al organizador anual para la declaración de impuesto

eSignature Forms

• Authorization to Release Income Tax Return Information (eSign)
• Individual Tax Engagement Letter 2020 (eSign)
• Individual Tax Questionnaire 2020 (eSign)
• Business Tax Engagement Letter 2020 (eSign)
• Business Tax Questionnaire - 2020 (eSign)

When you have compiled your tax information:

1. Scan your completed Client Organizer to your computer. (make sure you know the path where you scanned the documents)
2. Log in to your secure client center at www.sbc-cpa.com.
3. While logged in, click on the File Exchange link
4. Click on the Documents for Accountant folder.
5. Click on the Upload button.
6. Click on Select Files and browse to the location where you scanned your documents.  Select file(s) to upload.

TIP:  you can press the CTRL key and click on each document to select multiple files at once.

Thank you for the opportunity to serve you.

Note: You must have Adobe Acrobat Reader installed to print the Checklist and Organizer documents. Click here to download the program for free.