Organizer Cover Letter
Organizer Checklist
Personal Information
Contact Information / Notes / Questions
Wages / Pension Social Security Benefits / K-1 Income
Interest Income, Dividends, Stock Sales & Other Income
IRA Contributions, Higher Education Costs, Moving Expenses, Educator Deductions, Etc.
Itemized Deductions (referred to as Schedule A) (3 Pages)
Estimated Tax Payments
Small Business Income and Expenses (referred to as Schedule C) (2 Pages)
Farm Income & Expenses (referred to as Schedule F) (2 Pages)
Rent Income & Expenses (Use Seperate Page for Each Property)
Home Office General Information
Employee Business Expenses (2 Pages)
Child Care Provider Income & Expenses (2 Pages)
Clergy Housing Information
*****Traditional Organizer Sheets******
Woltman Van Kekerix & Stotz, PC 4500 S. Technology Drive Sioux Falls, SD 57106 Phone: (605)361-1200 Fax: (605)361-3335 info@siouxfallscpa.com
