2024 FASTAX CLIENT ORGANIZER

PLEASE COMPLETE THE FRONT AND BACK

Returning Clients: We have your SS# and DOB of those listed on your prior year information.

Personal Information

Filing Status

Dependent Information

No dependents added yet.

2024 Tax Questions

YNPlease indicate Yes or No (If you leave this blank, we will assume No)

At any time during 2024 did you or your spouse:

YN
Wages? Tips?
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Interest or Dividends - Provide 1099 Int & 1099 Div
YN
Social Security or Railroad?
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Sales of Stock or Assets?
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Retirement Distributions?
YN
Unemployment Compensation?
YN
Received Alimony?
YN
Partnership or S-Corp Income?
YN
Operates Farm or Business?
YN
Business in Home?
YN
Completed Income Expense Worksheet?
YN
Rental Income?
YN
Completed Rental Worksheet?
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Gambling Income?
YN
Other Income?
YN
Foreign Income or Assets?
YN
Do You have any Virtual Currency OR Assets? We must have documentation for this!
YN
Property Sale or Foreclosure?
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Receives Child Support?
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Have a mortgage? - Provide 1098 Mortgage Interest
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Refinanced or Home Equity? - Please Provide Closing Statements
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Paid Real Estate Taxes?
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Purchased or Sold Home? - Please Provide Closing Statements
YN
Made Energy Efficient Improvements?
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Paid Medical Expenses?
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Make Contributions to a charitable organization? You must have received a receipt & kept them. Amount$______
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Had any household employees that you paid in 2024? $______ (Do not include weekend type babysitters)
YN
Contributed to Retirement Account?
YN
Pay Child or Dependent Care Services? Provide Name, SS# or EIN and amount paid for each child. Preschool included.
YN
Paid Private School Tuition?
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Had College Expenses?
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Paid Student Loan Interest?
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Paid Teacher Expenses?
YN
Had Births/Deaths/Marriage/Divorce?
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Contributed to HSA?
YN
Had 529 Transactions?
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Received Long Term Care Payments?
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Paid Estimated Tax?
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Paid Rent in Wisconsin?
YN
Bought Products Out of State?

Out-of-State Purchases

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Banking Information

YN