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Tax Organizer Guide

2018 TAX ORGANIZER GUIDE

Click here to download an Excel version of the Tax Questionnaire with related schedules. 

Your Tax Organizer will be availalbe on your client portal (Log-In) for download.   

This Tax Organizer is designed to help you gather the information needed to prepare your personal income tax returns. To avoid filing for an extension*, your completed Organizer and all requested supporting documentation should be submitted to Fowler & Co. no later than the deadline.

You have three options to deliver your information this year:
1. Scan and upload it to your secure client portal. (Log-In)
2. Fax it to 541.241.8587
3. Schedule a time with Amy Percell to deliver your documents in person.  She can be reached by email or phone at 541.241.8587.

ADDITIONAL INFORMATION:

Documents to upload to your portal (when applicable):

Forms W-2 for wages, salaries and tips.

Any and all Forms 1099 (1099INT, 1099DIV, 1099B, 1099MISC, 1099R, etc.)

Schedule K-1 showing income from partnerships, S corporations, estates and trusts. NOTE: If Fowler & Co., Inc. prepares your entity's tax return(s), there is no need to provide the K1. We already have copies in our files.

Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.

All Forms 1095-A, 1095-B, and/or 1095-C related to health care coverage or the Premium Tax Credit.

Mortgage interest statement(s) (1098)

A detailed schedule of all non-cash charitable contributions that includes:
Date of donation
Description of items donated
Name and Address of Charity
Your estimate of Thrift Store Value
Your estimate of the original cost of the item(s)
 

Copies of closing statements regarding the sale or purchase of real property.

Legal papers for adoption, divorce, or separation involving custody of your dependent children.

Any tax notices sent to you by the IRS or other tax authority that you have already provided to us.

To avoid increased likelihood of receiving an IRS notice, provide copies of all checks/payments for 2018 Estimated Taxes

 

Data privacy: For your protection, we no longer recommend documents or other personal information be transmitted via email. Please use your Fowler & Co. ShareFile folder for all data exchanges. You can log on directly through our website at www.fowler-cpa.com.