Tax Organizers | Michelle Soele PLLC

Open Intuit Link — personalized organizer Download 2025 generic organizer (PDF)

The fillable Intuit Link organizer is tailored to your prior return; the generic PDF can be printed or completed and returned through your secure SmartVault portal.

Personal / Individual — Form 1040

Legal name(s) per prior return
SSN — taxpayer & spouse
Dates of birth
Dependents: name, SSN, DOB, months in home
Bank routing/account for direct deposit
IRS IP PIN if issued
W-2, 1099-NEC/MISC/INT/DIV/B/R/SSA
K-1s (partnerships, trusts)
Rental & business income/expenses
Mortgage interest & taxes paid
Charitable contributions
Medical/dental out-of-pocket
Estimated payments — dates & amounts
HSA / IRA contributions
New: tips, overtime, qualifying auto-loan interest

Trust & Estate Fiduciary — Form 1041

Agreement / will copies
EIN & fiduciary contact
Interest, rent, royalty, retirement income
K-1s received
Trustee / executor fees
Attorney & accounting fees (trust)
Property taxes & mortgage interest (trust property)
Charitable contributions by the trust
Beneficiary names, SSNs, addresses
Total distributions paid
65-day election status (IRC §663(b))

Business Income Tax

Name, EIN, owner list
Year-end bank balance
Fixed assets purchased
Ending credit card & loan balances
Gross receipts/sales
Supplies, rent, utilities
Payroll: W-3, all 941 deposits
Vehicle mileage log
Professional fees (business)
Home office square footage
Retirement plan contributions
1099-NEC contractor details
Texas Franchise Tax Webfile number
IRS/state notices received

Disclaimer: provided for client reference only and does not constitute legal or tax advice.