WETTER
& CONVERTINI
TAX ORGANIZER
You are invited to print out this organizer (there are 5 sections) and use it. This will help you organize your tax information (and make sure you don't miss any important tax deductions).
Whether you do your own tax return or use the services of a CPA firm, we hope you will find it useful and informative.
Important note: some information has been compiled in Table format.
If your browser doesn't support tables, this information may be hard to read. We
strongly suggest you
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Tax Organizer Part One
First Name:___________________ Initial _______
Last Name_____________________________
Social Security # _____________________________
Occupation__________________________________
Date of Birth ________________________
Street Address __________________________________
City________________ State_________ Zip____________
Home Telephone ______________________________
Work Telephone______________________________
First Name:___________________ Initial _______
Last Name_____________________________
Social Security # _____________________________
Occupation__________________________________
Date of Birth ________________________
Street Address __________________________________
City________________ State_________ Zip____________
Home Telephone ______________________________
Work Telephone______________________________
 Single |
Married |
| Head of Household |
Married Filing Separate |
| W-2 | Gross Income | Federal Withholding | FICA |
|---|---|---|---|
| 1 | $ | $ | $ |
| 2 | $ | $ | $ |
| 3 | $ | $ | $ |
| 4 | $ | $ | $ |
| 5 | $ | $ | $ |
| W-2 | Medical | State Withholding | SDI |
|---|---|---|---|
| 1 | $ | $ | $ |
| 2 | $ | $ | $ |
| 3 | $ | $ | $ |
| 4 | $ | $ | $ |
| 5 | $ | $ | $ |
| Would you like electronic filing? | ||
|---|---|---|
| Yes! |
No | |
| Automatic deposit? | ||
| Yes
(attached a VOID check) |
No | |
Name_______________________________________
Date of Birth_________________
Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________
Name_______________________________________
Date of Birth_________________
Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________
Name_______________________________________
Date of Birth_________________
Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________
Name_______________________________________
Date of Birth_________________
Social Security #________________________
Relationship _____________________________
Months Lived at Home_________________
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