Client Information: Returning Client New Client If a new client, please bring a copy of your 2017 tax return 2017 Preparer Allen Kockler Jon Augustus Mark Moore Taxpayer Name Spouse Name Taxpayer DOB Spouse DOB Address Child 1 Name DOB City Child 2 Name DOB State, ZIP Child 3 Name DOB Home Phone ( ) Child 4 Name DOB Cell Phone (T) Cell Phone (S) (T) = Taxpayer ( ) ( ) (S) = Spouse E-mail (T) E-mail (S) @ @ Income Did you receive income from any of the following? W2 Capital Gains Partnership Trusts Interest IRA Farms Foreign Dividends Pension Unemployment Debt Cancellation Alimony Rentals Social Security Gambling Sole Proprietor S Corporation Estates Adjustments to Gross Income Do you qualify for any of these adjustments to gross income? Educator Expenses SEP Contributions Alimony Business Expenses SIMPLE Contributions Paid to (SSN): HSA Contributions IRA Contributions Student Loan Interest Moving Expenses Self-Employed Health Insurance Tuition & Fees Itemized Deductions (Amounts Paid) Medical & Dental Expenses: Interest Paid: For any medical & dental deduction, Mortgage Interest Gifts to Charity: your expenses must exceed 10% of 2nd Mtg Interest All gifts to charity must be your Adjusted Gross Income Investment Interest accompanied by a receipt Medical & Dental If any single gift of $>250, Health Insurance acknowledgment letter from Medical Miles Miscellaneous Deductions charity required. Job Travel Cash Charity Taxes Paid: Uniforms Non-Cash Charity State Withholding Union Dues Charitable Miles Property Taxes Licenses Vehicle Licenses Safe Dep Box Investment Exp
Tax Credits Did you pay any child care expenses? If yes, please provide the statementf from the porider. Y N Did you have any dependent children under 17 live with you at the end of the year? Y N Did you pay any higher education expenses? If yes, please provide the 1098T and billing Y N statement from the school. Y N Did you have any accounts which may have paid foreign taxes? Y N Did you install solar, wind or geothermal energy systems in your personal residence? Y N Did you purchase insuarnce through the Exchange and receive a premium tax credit? Y N Payments 15 Overpayment 1st Pmt Amt 2nd Pmt Amt 3rd Pmt Amt 4th Pmt Amt Federal Iowa Compliance Questions Do you have any household labor earning more than $1,000? Yes No Can mileage, travel, and entertainment be substantiated? (mileage log, receipts, etc.) Yes No Do you hold any foreign accounts? Yes No If yes, do accounts have a balance in excess of $10,000? Yes No Are you claimed as a dependent on anyone else's tax return? Yes No Did you refinance your home in 2018? (if yes, please provide us with closing statement) Yes No Did you receive any letters from the IRS? Yes No Did you receive any letters from the Iowa Department of Revenue? Yes No What I Should Provide to My Tax Preparer Copies of all W-2s, 1099s, K-1s, 1095s, 1098s, Brokerage Statements Summary of Income (if applicable) Summary of Expenses (if applicable) Copies of Dependent Returns or Tax Documents HUD Statement if You Refinanced IRA Contributions What I Don't Need to Provide Invoices (activity should be summarized) Receipts (activity should be summarized Bank Statements (activity should be summarized) 401K Summary
Earned Income Credit Checklist Allen L. Kockler Company 2018 Tax Organizer If you have previously received Earned Income Tax Credit please fill out this worksheet Taxpayer with Qualifying Child(ren) Child's Name Child's Name Child's Name Child's DOB Child's DOB Child's DOB Child's SSN Child's SSN Child's SSN Relationship to (T) Relationship to (T) Relationship to (T) Documents Provided for Residency of Qualifying Child(ren) School Record School Record School Record Landlord Stmt Landlord Stmt Landlord Stmt Medical Record Medical Record Medical Record Child Care Stmt Child Care Stmt Child Care Stmt Placement Agency Stmt Placement Agency Stmt Placement Agency Stmt Social Service Stmt Social Service Stmt Social Service Stmt Place of Worship Stmt Place of Worship Stmt Place of Worship Stmt Indian Tribal Stmt Indian Tribal Stmt Indian Tribal Stmt Employer Stmt Employer Stmt Employer Stmt Disable Child Stmt Disable Child Stmt Disable Child Stmt Notes in File Notes in File Notes in File Documents Provided for Schedule C Taxpayer With or Without Qualifying Child Business License Reconstruction of Income/Expenses Form 1099s Sales Tax Permit Records of Gross Receipts/Expenses Notes in File Summary of Income/Expenses Bank Statements Taxpayer Initials
Schedule C - Profit or Loss from Business Name of Business If you purchased, sold, or disposed of any Address (if different) equipment in 2018 please fill out the Asset City, State Transaction page at the end of this organizer Incomes Expenses Expenses Sales Advertising Refunds & Allowances Bank Charges Net Sales Dues & Subscriptions Employee Benefits Inventory Gas/Oil for Equipment Beginning Inventory Insurance (non-health) Purchases + Insurance (health) Cost of Materials + Interest to Banks Cost of Labor + Interest to Ending Inventory - Laundry & Uniforms Legal & Professional Cost of Goods Sold = License & Fees Meals & Entertainment Mileage Reimbursement Payroll Compliance Office Expense If you have payroll, please mark one of the Outside Services following: Parking Fees Retirement Plans We offer group health insurance to all Postage/Freight full time equivalents and pay the same Rent - Property % for the owners and employees Rent - Equipment Repairs & Maint We offer group health insurance, but pay Salaries/Wages different percentages (No Longer Allowed) Security Supplies We reimburse individual health Payroll Taxes insurance premiums Real Estate Taxes Small Tools We did not offer group health insurance Telephone or reimburse individual health insurance Travel premiums Utilities Expense Total Expenses
Rental Income General Information Property 1 Property 2 Property 3 Property 4 Street Address City, St, ZIP Kind of Property # Days Rented # Days Personal Use Incomes Rents Royalties Expenses Advertising Association Dues Auto Expense Cleaning Expense Commissions Insurance Interest Legal & Professional License & Permits Management Fees Mileage Mrtg Interest to Banks Mrtg Interest to Pest Control Remodeling Expense Repairs & Maintenance Supplies Real Estate Taxes Taxes Salaries & Wages Telephone Expense Travel Utilities Expense : : : Total Expenses For Sales or Dispositions of Property Please See the Asset Schedule on the Last Page
Farm Income Incomes Expenses Sale of Livestock Purchased for Resale Advertising Cost of Liveshtock Purchased ( ) Bank Charges Sale of Livestock, Produce, Grains Raised Car & Truck Cooperative Distributions Chemicals Agricultural Program Payments Conservation Fees Commodity Credit Corp Loans Reported Custom Hire Commodity Credit Corp Loans Forfeited Dues and Subscriptions Crop Insurance Proceeds Received Employee Benefit Programs Custom Hire Income Equipment Leasing Federal Fuel Credit from Previous Year Feed Purchased State Fuel Credit from Previous Year Fertilizer & Lime Income Freight & Trucking Fuel & Oil Total Income Insurance (health) Insurance (non-health) If you purchased, sold, or disposed of any Legal & Professional equipment in 2018 please fill out the Asset Livestock Transaction page at the end of this organizer Meals & Entertainment Mileage Payroll Compliance Mrtg Interest to Banks If you have payroll, please mark one of the Mrtg Interest to following: Outside Labor Postage & Freight We offer group health insurance to all Property Taxes full time equivalents and pay the same Rent (Vehicles, Machinery) % for the owners and employees Rent (Land, Animals, etc.) Repairs & Maintenance We offer group health insurance, but pay Security different percentages (No Longer Allowed) Seeds & Plants Small Tools We reimburse individual health Storage & Warehousing insurance premiums Supplies Telephone We did not offer group health insurance Utilities or reimburse individual health insurance Veterinary, Breeding, & Meds premiums *All veterinarians you pay more than $600 throughout the year must receive a 1099 Total Expenses
Asset Transactions Exchanges Date of Description of Description of Additional Additional Exchange Property Given Up Property Rec'd Cash Paid Cash Rec'd Purchases Description of Property Date Acquired Purchase Price Sales Description of Property Date Acquired Date Sold Sales Price