Smart Organizer | ProFiler Consulting, LLC

Smart Online Organizer

2024 Tax Year will be live Jan 1, 2025

Have you had your taxes prepared by us before?*

I'm a CURRENT/PAST client

I'm a NEW client

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I am a...

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I am a...

What year are you submitting your tax documents for?*

Do we file or will we need to file a SEPARATE S-Corp or Partnership Return for you?*

Yes

Not Sure

Do you typically file a SEPARATE S-Corp or Partnership Return?*

Yes

Not sure

How did you hear about us?*

Name of friend*

First Last

How on the internet?*

Where was the advertisement located?*

Explain "Other"*

Primary Taxpayer Information

If married, the husband should be taxpayer for our record keeping purposes.

Name*

First Name Middle Initial Last Name

Check here if ProFiler has Taxpayer's SSN -or- It can be found on documents that will later be provided

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Social Security Number

Check here if Taxpayer's SSN can be found on documents that will later be provided

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Social Security Number

Social Security Number*

Enter Social Security Number

Occupation*

Taxpayer's Educator Expenses*

Qualified expenses are amounts you paid or incurred for participation in professional development courses, books, supplies, computer equipment (including related software and services), other equipment, and supplementary materials that you use in the classroom.

Date of Birth*

MM slash DD slash YYYY

Marital Status as of December 31st last year?*

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Taxpayer is only contact

Mobile Phone Number*

Email Address*

Enter Email Confirm Email

It’s a good idea to save your progress now to avoid losing any work.

Click the "Save/Continue Later" button.

This is also a great time to make sure your web browser settings are compatible. Some security settings may prevent form data from being saved. It’s best to check now.

Additional Taxpayer Information

Check all (if any) that apply

Check if taxpayer can be claimed as a dependent on someone else's return.

Taxpayer IS claimed as a dependent on someone else's return

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Did you pay any student loan interest during the tax year?*

Yes

Did you attend college during the TAX year?*

Yes

College Information

Check all that apply.

I was enrolled in a program that leads to a Degree, Certificate, or Credential

I took at least 1/2 the normal full-time workload for one academic period

I HAVE BEEN CONVICTED of a felony for possessing or distributing a controlled substance

We can dial these expenses in later on, but provide your best numbers.

Overall Books, Supplies, and/or Equipment Expenses

If you purchased any books, supplies or other equipment specifically for educational purposes, please enter the overall expense amount here.

Computer & Software Expenses

If you purchased a computer or software specifically for educational purposes, please enter your overall expense amount here.

Other Educational Expenses

Do NOT include room & board, insurance, medical, transportation or similar living expenses. These are not deductible.

Spouse Information

Name*

First Name Middle Initial Last Name

Check here if ProFiler has Spouse's SSN -or- it can be found on documents that will later be provided

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Check here if Spouse's SSN can be found on documents that will later be provided

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Social Security Number*

Enter Spouse's Social Security Number

profiler has spouse's DOB

Check here if ProFiler has Spouse's DOB

Date of Birth*

MM slash DD slash YYYY

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Occupation*

Spouse's Educator Expenses*

Mobile Phone Number*

Email Address*

Enter Email Confirm Email

Additional Spouse Information

Check All (If Any) That Apply

Did your Spouse pay any student loan interest during the tax year?*

Yes

Did your Spouse attend college during the tax year?*

Yes

Spouse's College Information

Check all that apply.

My Spouse was enrolled in a program that leads to a Degree, Certificate, or Credential

My Spouse took at least 1/2 the normal full-time workload for one academic period

My Spouse HAS BEEN CONVICTED of a felony for possessing or distributing a controlled substance

We can dial these expenses in later on, but provide your best numbers.

Spouse's Overall Books, Supplies, and/or Equipment Expenses

If your Spouse purchased any Books, Supplies or other equipment specifically for educational purposes, please enter the overall expense amount here:

Spouse's Computer & Software Expenses

If your Spouse purchased a Computer or Software specifically for educational purposes, please enter your overall expense amount here.

Spouse's Other Educational Expenses

Do NOT include Room & Board, Insurance, Medical, Transportation or similar living expenses. These are not deductible.

Tax Filing Status

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Current Client Tax Filing Options

Has your Filing Status changed since last year?*

No, it's the same as last year

Yes, and I know the new status

I'm not sure

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Filing Status

What is your Filing Status?*

Who should the Primary Contact be?

Taxpayer

Spouse

Either is fine

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New Client Tax Filing Options

Do you know what your Tax Filing Status is?*

Yes

What is your Tax Filing Status?*

Who should the Primary Contact be?

Taxpayer

Spouse

Either is fine

Preferred method(s) of contact

Select all that apply

E-mail

Phone Call

Text Message

Home Address

Check here IF your address has CHANGED since last time ProFiler prepared your taxes

Current Home Address*

Street Address Address Line 2 City State ZIP Code

Check here IF you did NOT live at this address all 12 months last year

Approximate date you moved to this address*

MM slash DD slash YYYY

Please do NOT include PO Boxes.

Check here IF your mailing address is DIFFERENT from your home address

Please do NOT include PO Boxes.

Mailing Address

Street Address Address Line 2 City State ZIP Code

Previous Home Address

Previous Home Address*

Street Address Address Line 2 City State ZIP Code

Home Ownership Status

Check all that apply

Owned

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Home Ownership Status

Who owns the home?

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Minnesota Property Tax Refund

Would you like us to file your property tax refund for you? (If you qualify)*

We charge a small amount and process them after April 15th. Many clients see large refunds. More information can be found at MN Property Taxes & Rent Credits. If you make more than $135,410 (For Property Taxes) or $73,270 (For Renters), you will likely not qualify for this.

Yes

Does Not Apply

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Rented

New for the 2024 Tax Year: Minnesota residents will now need to include their Certificate of Rent Paid (CRP) along with their other tax documents. These will be filed simultaneously in accordance with updated Minnesota tax regulations.

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Home Ownership Status

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Other

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Home Ownership Status

Please explain "Other"*

Children and/or Dependents Information

Do you have any children and/or other dependents?*

Yes

Do you and/or your Spouse have any children and/or other dependents?*

Yes

Dependents

Scroll to the right to edit entries.

Name	Actions

There are no Children or Dependents.

Maximum number of children or dependents reached.

Did any of your dependent's attend Daycare or Summer Camp?*

Yes

Refund Options

Refund Options*

If you are entitled to a refund, how would you like to receive it?

Direct Deposit

Mailed Check(s)

Bank Account Information

Check here if you are 100% sure that your bank account information is the same as the last time ProFiler did your taxes

I prefer to provide my bank info at a later time

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Bank Name*

Account Type*

Checking

Savings

Bank Routing Number*

Bank Account Number*

Enter Bank Account Number

Confirm Bank Account Number*

Re-Enter Bank Account Number

Taxpayer Income Questions

What are your (Taxpayer) sources of Income?

Check all that apply

Employee (W-2)

Interests (1099-INT)

Dividends (1099-DIV)

Stocks (1099-B)

Contractor or Self-Employed (1099-MISC/NEC)

Rental Income

Royalties

I own a business

I make money on the side

Flipped houses

I operate a farm

Partnership (K-1)

Retirement Distribution (1099-R)

Social Security Income

Gambling Winnings (W-2G)

Alimony

Unemployment (1099-G)

Disability Income

Other Income

Digital Assets (Bitcoin, Ethereum, Dogecoin, etc.)

How many W-2s did the Taxpayer have?*

Please enter a number greater than or equal to 1.

Explain "Other" income

Please make certain the income source isn't mentioned above.

Taxpayer Income Follow-up Questions

Stocks

Were any of your stock transactions part of an employee stock option plan?*

Yes

Not sure (consult with me)

Alimony

Was the divorce or separation agreement executed AFTER calendar year 2018?*

Yes

Note: Since your divorce or separation agreement was executed after Calendar year 2018, you do NOT have to report the income unless otherwise stated in your divorce decree.

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Alimony Received*

Do NOT include child support

Alimony Sender's SSN*

Enter Alimony Sender's SSN

Confirm Sender's SSN*

Re-Enter Alimony Sender's SSN

Disability

Who paid and/or how were your disability premiums paid?*

before or after taxes

Other Income

Did you receive any tax forms such as a 1099-MISC/NEC?*

Yes

Not Sure

Please explain your "Other Income"

Please make certain the income source isn't mentioned above.

Spouse Income Questions

What are your Spouse's sources of Income?

Check all that apply

Employee (W-2)

Interests (1099-INT)

Dividends (1099-DIV)

Stocks (1099-B)

Contractor or Self-Employed (1099-MISC/NEC)

Rental Income

Royalties

Spouse owns a business

Spouse makes money on the side

Flipped houses

Spouse operates a farm

Partnership (K-1)

Retirement Distribution (1099-R)

Social Security Income

Gambling Winnings (W-2G)

Alimony

Unemployment (1099-G)

Disability Income

Other Income

Digital Assets (Bitcoin, Ethereum, Dogecoin, etc.)

How many W-2s did the Spouse have?*

Please enter a number greater than or equal to 1.

Explain "Other" income

Spouse Income Follow-up Questions

Stocks

Were any of your Spouse's stock transactions part of an employee stock option plan?*

Yes

Not sure (consult with me)

Alimony

Was your spouse's divorce or separation agreement executed AFTER calendar year 2018?*

Yes

Note: Since your divorce or separation agreement was executed after calendar year 2018, you do NOT have to report the income.

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Alimony Received*

Do NOT include child support

Spouse's Alimony Sender's SSN*

Enter alimony sender's SSN

Spouse's Confirm Sender's SSN*

Re-Enter Alimony Sender's SSN

Disability

Who paid and/or how were your Spouse's disability premiums paid?*

Other Income

Did your Spouse receive any tax forms such as a 1099-MISC/NEC?*

Yes

Not Sure

Please explain your Spouse's "Other Income"*

Taxpayer Contributions

Did you make any of the following CONTRIBUTIONS?

Check All (If Any) That Apply

Roth IRA

Traditional IRA

Not sure what type of IRA

SEP

Health Savings Account HSA/MSA (5498-SA)

I'm planning to contribute, but I'm waiting on my taxes

Not Sure

What did you CONTRIBUTE to that is NOT already included on any W-2 wages?

Check All (If Any) That Apply

Roth IRA

Traditional IRA

Not sure what type of IRA

SEP

Health Savings Account HSA/MSA (5498-SA)

I'm planning to contribute, but I'm waiting on my taxes

Not Sure

Taxpayer Distributions

Did you receive any DISTRIBUTIONS from a Health/Medical Savings Account (HSA/MSA) (1099-SA)*

Yes

Not Sure

Additional notes (if applicable)

Spouse Contributions

Did your Spouse make any of the following CONTRIBUTIONS?

Check All (If Any) That Apply

Roth IRA

Traditional IRA

Not sure what type of IRA

SEP

Health Savings Account HSA/MSA (5498-SA)

I'm planning to contribute, but I'm waiting on my taxes

Not Sure

What did your Spouse CONTRIBUTE to that is NOT already included on any W-2 wages?

Check All (If Any) That Apply

Roth IRA

Traditional IRA

Not sure what type of IRA

SEP

Health Savings Account HSA/MSA (5498-SA)

My spouse is planning to contribute, but waiting on our taxes

Not Sure

Spouse Distributions

Did your Spouse receive any DISTRIBUTIONS from a Health/Medical Savings Account (HSA/MSA) (1099-SA)*

Yes

Not Sure

Additional notes (if applicable)

Miscellaneous Tax Questions

Did you make any Estimated Tax Payments?*

These are manual payments that you issued to the Federal or State Governments.

Yes

Did you and/or your Spouse make any Estimated Tax Payments?*

These are manual payments that you issued to the Federal or State Governments.

Yes

Did you have health insurance through the marketplace?*

Form 1095-A is an IRS form for individuals who enroll in a Qualified Health Plan (QHP) through the Health Insurance Marketplace.

Yes

Not sure

Did you buy any energy efficient products?*

Exterior doors, windows, insulation, hot water heater, solar, etc.

Yes

Please explain the type of energy efficient products and costs.

Estimated Tax Payments

I will provide my Estimated Tax Payment information later

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Federal Tax Payments

Click the (+) button on the right to add an additional Tax Payment. If you don't know the exact date a payment was made, enter in the month. Do NOT enter lump sum amounts. Please separate each payment.

Date (MM/DD/YYYY) & Amount

State Tax Payments

Date (MM/DD/YYYY) & Amount

Are the above Estimated Tax Payment AMOUNTS 100% accurate*

Yes

Not 100% Sure

Potential Deductions

Did you receive Advanced Child Tax Credit (ACTC) payments through the IRS? This is new for 2021. If so, enter the total amount found on form 6419. NOTE: There is one form for each half to each spouse and must be added together at the time of preparing your taxes. Each spouse should have received their own form showing half.

You can look up both your letters here: https://www.irs.gov/credits-deductions/advance-child-tax-credit-payments-in-2021

Medical

Do you have any personal medical expenses?*

Cannot include insurance premiums. Typically you'd need >$2,000 in out-of-pocket expenses to qualify for this. Do not include medical expenses for which you are reimbursed. Cosmetic expenses are generally disallowed. You can not deduct cost of non-prescription drugs (except Insulin) or other general health expenses such has health-club dues, vitamins, etc. More information can be found here.

Yes

Do you and/or your Spouse have any personal medical expenses?*

Yes

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Overall Prescription Expenses

Medical/Dental Visit Expenses

Do you have any other medical expenses?

If so, please let us know here

Do you and/or your Spouse have any other medical expenses?

If so, please let us know here

Property/Real Estate

Do you have mortgage interest on your PERSONAL residence?*

Yes

Mortgage Lender Names

Click the (+) button on the side to add additional Lenders if necessary.

Outside of your personal residence, do you have an additional property that you pay property taxes on, such as an RV and/or Cabin?*

Yes

Will provide this info later

Enter the amount of your additional property taxes for your Cabin and/or RV

Do not include here property taxes paid on a rental property you own. That should be on the Rental Property portion of this smart organizer.

Vehicle Registration

Did you pay for vehicle registration/tabs on any vehicles?*

Vehicles for personal use only

Yes

How much did you pay for vehicle registration/tabs?*

Enter the overall amount you paid for registration/tabs for all personal-use vehicles

Charity

Did you contribute to charity?*

Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations.

Similar to last year (consult with me)

Yes, and I know the exact dollar amount

Because you know the dollar amount of your charitable contributions, you do not need to attached any receipts or slips. Thank you!

Did you contribute to charity?*

Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations.

Yes

Dollar amount you contributed to charity*

Enter the overall dollar amount you contributed to charity throughout the year.

Value of goods you contributed to charity*

Enter the overall value amount of the goods you contributed to charity throughout the year.

Gambling

Enter your overall gambling losses*

Overall losses that exceed winnings are non-deductible.

Enter you and your Spouse's overall combined gambling losses*

Overall losses that exceed winnings are non-deductible.

Business Information

Please select "Add a Business" and fill out the information if you have side income, are self-employed, or own a business.

Scroll to the right to edit entries.

Business or Company Name:	Actions

There are no Businesses.

Maximum number of businesses reached.

Rental Income

Please select "Add Rental Property" and fill out your rental income information.

Rental Properties

Scroll to the right to edit entries.

Rental Property Address	Actions

There are no Rental Properties.

Maximum number of rental properties reached.

Profit & Loss from Farm

Farm Name

Leave blank if you do not have a name for the farm.

Sources of Farm Income*

Check all that apply

Sale of livestock

Sale of produce, grains, etc

Cooperative distributions

Crop insurance

Other

Total income from sale of livestock*

Total income from sale of produce, grains, etc*

Enter amount from Cooperative distribution*

Enter amount from Crop insurance*

Total income from "Other"*

I have already compiled an expenses list and will attach it with my documents

Farm Expense & Amount

Click the (+) button to add additional expense categories.

Expense Category & Amount

COVID Stimulus

COVID Stimulus for tax year 2021

An additional payment may have been sent to you AFTER February. This would have been a third stimulus payment. One form for each spouse.

Did you receive any Stimulus check(s) or deposit(s)?*

You should get a letter from the IRS stating the payment is reportable on your taxes for informational purposes. NOTE: If married, there is a stimulus payment for each spouse!

Yes

Partial

Other

List the dates & amounts you received Stimulus check(s) or deposit(s)

Click the (+) button to add additional dates and amounts.

Date (MM/DD/YYYY)

Amount ($)

Please explain your reasoning for "Partial"

Please explain your reasoning for "Other"

Based on your answers, we ask that you attach the following documents:

TAXPAYER Documents Needed

Prior 2 Years of Tax Returns

W-2 Form(s) (employee wage income)

1099-INT Form(s) (Interest Income)

1099-DIV Form(s) (Dividend Income)

1099-B Form(s) (Stock Income)

1099-MISC/NEC Form(s) (Self-employment/Contractor Income/Royalties): if applicable

K-1 Form(s) (Partnership/Corp. Distribution)

1099-R Form(s) (Distribution from Annuity, Pension, etc.)

W-2G Form(s) (Gambling Income)

1099-G Form(s) (Unemployment Income)

1099-MISC/NEC Form(s) related to "Other" income

5498 Form(s) (IRA Contribution)

5498-SA Form(s) (HSA/MSA)

Insurance Coverage Form (1095-A)

1098 Form(s) (Mortgage Interest Paid)

Personal Home Property Tax Statement

1098-T Form(s) (Tuition Paid)

1098-E Form(s) (Student Loan Interest)

SPOUSE Documents Needed

W-2 Form(s) (Employee Wage Income)

1099-INT Form(s) (Interest Income)

1099-DIV Form(s) (Dividend Income)

1099-B Form(s) (Stock Income)

1099-MISC/NEC Form(s) (Self-employment/Contractor Income/Royalties): if applicable

K-1 Form(s) (Partnership/Corp. Distribution)

1099-R Form(s) (Retirement Distribution)

W-2G Form(s) (Gambling Income)

1099-G Form(s) (Unemployment Income)

1099-MISC/NEC Form(s) related to "Other" income

5498 Form(s) (IRA Contribution)

5498-SA Form(s) (HSA/MSA Health/Medical Savings Account)

1098-T Form(s) (Tuition Paid)

1098-E Form(s) (Student Loan Interest)

Farm Info Needed

1099 Form(s) (Farm Income); If any

Did the government send you anything related to your farm? If so, upload it.

Let's both save some time. We DO NOT need the following

-Annual/Quarterly/Monthly reports from your financial institution (often many pages)
-Property tax valuation notice or proposed levies
-1095-B and 1095-C (but we do need 1095-A if you had marketplace insurance)
-Bank statements (unless requested)
-Receipts

Upload your docs. You're almost done!

NOTE: Please upload your tax forms one at a time. In other words, do not combine different types of documents into one file. This helps us work through your return with fewer mistakes.

Scan documents, take pictures, attach screenshots, etc. Whatever it takes to get us the documents in a manner than we can easily read them.

Please do NOT attach the following file types:
-Encrypted or password-protected documents
-Large Excel/Quickbooks Files (summary pages are best)
-Zip Files

Secure upload*

Drop files here or

Max. file size: 125 MB.

To the best of your knowledge, have you attached all necessary docs/info?*

Yes

No, I have documents I will send later

Please send in your missing info/docs at least 1 week before your Start Date. Thank you.

When do you think you'll have the documents to us? Best guess.

Additional Comments

Did you already reserve a Start Date?

Reservations are not required.

No, I'm okay with being assigned the next available Start Date

Yes

What is your reserved Start Date?

Let us know your history with us*

I used this smart organizer last year

I used the standard PDF organizer upload last year

I sent my taxes by mail last year

I dropped off my taxes last year

I emailed my taxes last year (not available now)

How do you want your final tax return copies delivered?*

Who was your assigned tax preparer last year? OR who is your assigned preparer this year?*

One person is assigned to do the majority of the back and forth with clients while a senior advisor is always assisting.

Smart Online Organizer

2024 Tax Year will be live Jan 1, 2025

Primary Taxpayer Information

Additional Taxpayer Information

College Information

Spouse Information

Additional Spouse Information

Spouse's College Information

Tax Filing Status

Current Client Tax Filing Options

New Client Tax Filing Options

Home Address

Previous Home Address

Home Ownership Status

Minnesota Property Tax Refund

Children and/or Dependents Information

Refund Options

Bank Account Information

Taxpayer Income Questions

Taxpayer Income Follow-up Questions

Stocks

Alimony

Disability

Other Income

Spouse Income Questions

Spouse Income Follow-up Questions

Stocks

Alimony

Disability

Other Income

Taxpayer Contributions

Taxpayer Distributions

Spouse Contributions

Spouse Distributions

Miscellaneous Tax Questions

Estimated Tax Payments

Potential Deductions

Medical

Property/Real Estate

Vehicle Registration

Charity

Gambling

Business Information

Rental Income

Profit & Loss from Farm

COVID Stimulus

COVID Stimulus for tax year 2021

Based on your answers, we ask that you attach the following documents:

TAXPAYER Documents Needed

SPOUSE Documents Needed

Farm Info Needed

Other Documents / Information Needed

Let's both save some time. We DO NOT need the following

Upload your docs. You're almost done!