Smart Tax Organizer | ProFiler Consulting, LLC


                

                        
                                    Welcome to our NEW Smart Organizer & Doc Upload system

The Smart Organizer takes you through questions that are customized to your responses. The estimated time to finish is 10-15 minutes or less. Please note that you can save your responses and continue this organizer at a later time. Do not close your browser without processing the “Save & Continue Later” feature.

Additionally, you will be given a notes and comments section at the end. Please use this for questions or comments that you may have, as well as providing any additional info.

Best experience if using a desktop computer.

Click "Next" to get started!
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Client Status
Have you had your taxes prepared by us before?*Yes, I'm a CURRENT -or- EXISTING client
No, I'm a NEW client
I am a...
I am a...
How did you hear about us?*
Name of friend*
                            
                            
                                                    
                                                    First
                                                
                            
                            
                                                    
                                                    Last
                                                
                            
                        
How on the internet?*
Where was the advertisement located?*
Explain "Other"*
Do you have an appointment scheduled?Yes
No
Appointment Date
                            
                            Date Format: MM slash DD slash YYYY
                        
                        
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Primary Taxpayer Information
Married? For IRS records, 9 times out of 10, this is the husband.
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
							
Social Security Number

								
								Check here if Taxpayer's SSN can be found on documents that will later be provided
							
Social Security Number
Social Security Number*
Enter Social Security Number
Confirm Social Security Number*
Confirm Social Security Number
Date of Birth*
                            
                            Date Format: MM slash DD slash YYYY
                        
                        
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. Maximum of $250 per eligible educator.
Please enter a number less than or equal to 250.
Marital Status as of December 31st last year?*
Mobile Phone Number*
Email Address*
                                
                                    
                                    Enter Email Address
                                
                                
                                    
                                    Confirm Email Address
                                
                                
                            
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Additional Taxpayer Information
Check all (if any) that apply

								
								Taxpayer can be claimed as a dependent on someone else's return.
							

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

								
								Taxpayer is over age 18 and a full-time student at an eligible educational institution.
							

								
								Taxpayer received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year. (example: bitcoin)
							
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        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
							

								
								Check here if Spouse's SSN can be found on documents that will later be provided
							
Social Security Number*
Enter Spouse's Social Security Number
Confirm Social Security Number*
Confirm Spouse's Social Security Number

								
								Check here if ProFiler has Spouse's DOB
							
Date of Birth*
                            
                            Date Format: MM slash DD slash YYYY
                        
                        
Occupation*
Spouse'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. Maximum of $250 per eligible educator.
Please enter a number less than or equal to 250.
Mobile Phone Number*
Email Address*
                                
                                    
                                    Enter Email Address
                                
                                
                                    
                                    Re-Enter Email Address
                                
                                
                            
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Additional Spouse Information
Check All (If Any) That Apply

								
								Spouse can be claimed as a dependent on someone else's return.
							

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

								
								Spouse is over age 18 and a full-time student at an eligible educational institution.
							

								
								Spouse received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year. (example: bitcoin)
							
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Tax Filing Status
Current Client Tax Filing Options
Has your Filing Status changed since last year?*Yes, and I know the new status
No, it's the same as last year
I'm not sure
Filing Status
What is your Filing Status?*
Who should the Primary Contact be?Taxpayer
Spouse
Either is fine
New Client Tax Filing Options
Do you know what your Filing Status is?*Yes
No
What is your Filing Status?*
Who should the Primary Contact be?Taxpayer
Spouse
Either is fine
Preferred method(s) of contactSelect all that apply

								
								E-mail
							

								
								Phone Call
							

								
								Text Message
							
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        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*
                            
                            Date Format: MM slash DD slash YYYY
                        
                        

								
								Check here if your mailing address is different from your home address
							
Mailing Address    
                    
                         
                                        
                                        Street Address
                                    
                                        
                                        Address Line 2
                                    
                                    
                                    City
                                 
                                        
                                        State / Province / Region
                                      
                                    
                                    ZIP / Postal Code
                                
                                        
                                        Country
                                    
                    
                
Previous Home Address
Previous Home Address*    
                    
                         
                                        
                                        Street Address
                                    
                                        
                                        Address Line 2
                                    
                                    
                                    City
                                 
                                        
                                        State
                                      
                                    
                                    ZIP Code
                                
                    
                
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Home Ownership Status
Check All That Apply

								
								Owned
							
Home Ownership Status
Minnesota Property Tax Refund
Would you like us to file your property tax refund for you? (If you qualify)*We charge a small fee. Many clients see large refunds. More information can be found at MN Property Taxes
Yes
No
Does Not Apply

								
								Rented
							
Home Ownership Status
Minnesota Rent Credit
Would you like us to file your rent credit for you? (If you qualify)*We charge a small fee and process them after April 15th. More information can be found at MN Rent Paid
Yes
No
Does Not Apply

								
								Other
							
Home Ownership Status
Please explain "Other"*
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Children and/or Dependents Information
Note: Even if you're unsure that you can claim a dependent, please fill in their information and check the "unsure I can claim" box. A tax professional will discuss options.
Do you have any children or dependents?*Yes
No
Do you and/or your Spouse have any children or dependents?*Yes
No


	

		
		
							
					Name				
							
					Relationship To You				
						 
		
		

		
		
							 
							 
						
				
					Edit
					Delete
				
			
		
		

		
		
			
				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
No
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Refund or Payment Options
Note: If you owe taxes and elect to have it automatically withdrawn, you will be asked by your Tax Preparer to select a date up until April 10th.
Refund Options*If you are entitled to a refund, how would you like to receive it?

Direct Deposit
Mailed Check(s)
Pay-in Options*If you end up owing taxes, how would you like to pay?

Automatic Bank Withdrawal
Mail Check
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        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
							
Bank Name*
Account Type*Checking
Savings
Bank Account Number*
Enter Bank Account Number
Confirm Bank Account Number*
Re-Enter Bank Account Number
Bank Routing Number*
Automatic Withdrawal DateNote: Please select a date prior to April 10th.

                            
                            Date Format: MM slash DD slash YYYY
                        
                        
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Taxpayer Income Questions
Did you know?


You may actually have a side business if you simply operate a side hustle for a small gain or loss. Losses can be deductible from your taxes. You don't have to be incorporated or licensed.
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)
							

								
								Rental Income
							

								
								Royalties
							

								
								I own a business
							

								
								I make money on the side
							

								
								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
							
How many W-2's?*Please enter a number greater than or equal to 1.
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Taxpayer Income Follow-up Questions
Stocks
Were any of your stock transactions part of an employee stock option plan?*Yes
No
Not Sure
Alimony
Was the divorce or separation agreement executed AFTER calendar year 2018?*Yes
No
Note: Since your divorce or separation agreement was executed after Calendar year 2018, you do NOT have to report the income.
Alimony Received*Do NOT include childcare
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?*
Other Income
Did you receive any tax forms such as a 1099-MISC?*Yes
No
Not Sure
Please explain your "Other Income"*
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Spouse Income Questions
Did you know?


You may actually have a side business if you simply operate a side hustle for a small gain or loss. Losses can be deductible from your taxes. You don't have to be incorporated or licensed.
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)
							

								
								Rental Income
							

								
								Royalties
							

								
								Spouse owns a business
							

								
								Spouse makes money on the side
							

								
								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
							
How many W-2's?Please enter a number greater than or equal to 1.
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Spouse Income Follow-up Questions
Stocks
Were any of your Spouse's stock transactions part of an employee stock option plan?*Yes
No
Not Sure
Alimony
Was your Spouse's divorce or separation agreement executed AFTER calendar year 2018?*Yes
No
Note: Since your divorce or separation agreement was executed after Calendar year 2018, you do NOT have to report the income.
Alimony Received*Do NOT include childcare
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?*Yes
No
Not Sure
Please explain your Spouse's "Other Income"*
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Taxpayer Alimony Paid
Did you pay any alimony?*Yes
No
Was the divorce or separation agreement executed AFTER calendar year 2018?*Yes
No
Note: Since your divorce or separation agreement was executed after Calendar year 2018, you unfortunately are not able to deduct alimony paid.
Alimony Paid*Do NOT include childcare
Alimony Recipient's SSN*
Enter Alimony Recipient's SSN
Confirm Alimony Recipient's SSN*
Re-Enter Alimony Recipient's SSN
Spouse Alimony Paid
Did your Spouse pay any alimony?*Yes
No
Was your Spouse's divorce or separation agreement executed AFTER calendar year 2018?*Yes
No
Note: Since your Spouse's divorce or separation agreement was executed after Calendar year 2018, you unfortunately are not able to deduct alimony paid.
Alimony Paid*Do NOT include childcare
Spouse's Alimony Recipient's SSN*
Enter Spouse's Alimony Recipient's SSN
Confirm Spouse's Alimony Recipient's SSN*
Re-Enter Spouse's Alimony Recipient's SSN
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        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
							

								
								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
							

								
								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 an HSA/MSA (1099-SA)*Yes
No
Not Sure
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Spouse Contributions
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
							

								
								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 an HSA/MSA (1099-SA)*Yes
No
Not Sure
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Taxpayer's College Questions
Did you pay any Student Loan Interest during the tax year?*Yes
No
Did you attend college during the tax year?*Yes
No
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
							
Overall Books, Supplies, and/or Equipment ExpensesIf you purchased any Books, Supplies or other equipment specifically for educational purposes, please enter the overall expense amount here:
Computer & Software ExpensesIf you purchased a Computer or Software specifically for educational purposes, please enter your overall expense amount here:
Other Educational ExpensesDo NOT include Room & Board, Insurance, Medical, Transportation or similar living expenses. These are not deductible.

                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Spouse's College Questions
Did your Spouse pay any Student Loan Interest during the tax year?*Yes
No
Did your Spouse attend college during the tax year?*Yes
No
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
							
Spouse's Overall Books, Supplies, and/or Equipment ExpensesIf your Spouse purchased any Books, Supplies or other equipment specifically for educational purposes, please enter the overall expense amount here:
Spouse's Computer & Software ExpensesIf your Spouse purchased a Computer or Software specifically for educational purposes, please enter your overall expense amount here:
Spouse's Other Educational ExpensesDo NOT include Room & Board, Insurance, Medical, Transportation or similar living expenses. These are not deductible.

                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Energy Efficient Property Information
Did you make any Energy Efficient Purchases?Check All (If Any) That Apply

								
								Exterior Doors
							

								
								Exterior Windows & Skylights
							

								
								Insulation
							

								
								Advanced Main Air Circulating Fan
							

								
								Qualified Furnace or Hot Water Boiler
							

								
								Energy Star Roofing
							

								
								Electric Car
							

								
								Solar
							

								
								Wind
							

								
								Geothermal
							

								
								Fuel Cell
							
Did you and/or your Spouse make any Energy Efficient Purchases?Check All (If Any) That Apply

								
								Exterior Doors
							

								
								Exterior Windows & Skylights
							

								
								Insulation
							

								
								Advanced Main Air Circulating Fan
							

								
								Qualified Furnace or Hot Water Boiler
							

								
								Energy Star Roofing
							

								
								Electric Car
							

								
								Solar
							

								
								Wind
							

								
								Geothermal
							

								
								Fuel Cell
							
Exterior Doors Purchase Amount*
Please enter the total expense for your Exterior Door purchase(s)
Exterior Windows & Skylights Purchase Amount*
Please enter the total expense for your Exterior Windows & Skylights purchase(s)
Insulation Purchase Amount*
Please enter the total expense for your Insulation purchase(s)
Advanced Main Air Circulating Fan Purchase Amount*
Please enter the total expense for your Advanced Main Air Circulating Fan purchase(s)
Qualified Furnace or Hot Water Boiler Purchase Amount*
Please enter the total expense for your Qualified Furnace or Hot Water Boiler purchase(s)
Energy Star Roofing Purchase Amount*
Please enter the total expense for your Energy Star Roofing purchase(s)
Electric Car Purchase Amount*
Please enter the total expense for your Electric Car purchase(s)
Solar Purchase Amount*
Please enter the total expense for your Solar purchase(s)
Wind Purchase Amount*
Please enter the total expense for your Wind purchase(s)
Geothermal Purchase Amount*
Please enter the total expense for your Geothermal purchase(s)
Fuel Cell Purchase Amount*
Please enter the total expense for your Fuel Cell purchase(s)
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Miscellaneous Tax Questions
Did you make any Estimated Tax Payments?*These are manual payments that you issued to the Federal or State Governments.
Yes
No
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
No
Was everyone on the tax return covered by health insurance all year?*If everyone on the return was covered and there was no Market Place coverage (Form 1095-A), then check the Yes box below.
Yes
No
Partial
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Estimated Tax Payments

								
								I will provide my Estimated Tax Payment information later
							
Federal Tax PaymentsClick 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.
Date (MM/DD/YYYY) Amount ($)  
      
State Tax PaymentsClick 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.
Date (MM/DD/YYYY) Amount ($)  
      
Are the above Estimated Tax Payment AMOUNTS 100% accurate*Yes
Not 100% Sure
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Potential Deductions
Medical
Do you have any personal medical expenses?*Does not include insurance premiums. Typically you'd need >$3,000 in out-of-pocket expenses to qualify. 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
No
Do you and/or your Spouse have any personal medical expenses?*Does not include insurance premiums. Typically you'd need >$3,000 in out-of-pocket expenses to qualify. 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
No
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
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
No
Enter the amount of your additional property taxes for your Cabin and/or RV
Do you have mortgage interest on your PERSONAL residence?*Yes
No
Mortgage Lender NamesClick the "+" button on the side to add additional Lenders if necessary.
      
Vehicle Registration
Did you pay for vehicle registration/tabs on any vehicles?*Vehicles for personal use only
Similar to last year (Consult with me)
Yes, and I know the exact dollar amount
No
Did you pay for vehicle registration/tabs on any vehicles?*Vehicles for personal use only
Yes
No
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
No
Did you contribute to charity?*Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations.
Yes
No
How much money did you contribute to charity?*
Enter the overall dollar amount you contributed to charity throughout the year
Value of goods contributed to charity*
Enter the overall estimated value of items 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.

                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Employee Business Expenses
Did you use your personal vehicle for W-2 related activities BESIDES your commute to a W-2 job?*Yes
No
Number of miles driven outside of commute*
Trips between home and regular or main jobs are never deductible
Trips between home and temporary work location is deductible if main job is at another location
Commute between home and a second job is never deductible on a day off from main job
Trips between regular job and temporary job is always deductible
You can deduct trips between main and second job
You can always deduct drives between temporary work locations and a second job
Your total number of miles driven throughout the year, INCLUDING personal miles*The average American drives 13,476 miles per year.
Did you have any out-of-pocket employee expenses that were NOT reimbursed?*Yes
No
If applicable, enter the following expenses
Union Dues
Uniforms/Protective Clothing
Professional Subscriptions
Parking/Transportation/Lodging
Additional ExpensesCategory Amount ($)  
      
Did your Spouse use their personal vehicle for W-2 related activities BESIDES their commute to a W-2 job?*Yes
No
Number of miles driven outside of Spouse's commute*
Trips between home and regular or main jobs are never deductible
Trips between home and temporary work location is deductible if main job is at another location
Commute between home and a second job is never deductible on a day off from main job
Trips between regular job and temporary job is always deductible
You can deduct trips between main and second job
You can always deduct drives between temporary work locations and a second job
Your Spouse's total number of miles driven throughout the year, INCLUDING personal miles*The average American drives 13,476 miles per year.
Did your Spouse have any out-of-pocket employee expenses that were NOT reimbursed?*Yes
No
If applicable, enter the following expenses
Union Dues
Uniforms/Protective Clothing
Professional Subscriptions
Parking/Transportation/Lodging
Additional ExpensesCategory Amount ($)  
      
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Business Information


	

		
		
							
					Business or Company Name:				
						 
		
		

		
		
							 
						
				
					Edit
					Delete
				
			
		
		

		
		
			
				There are no Businesses.			
		
		

	

	
				
			
				Maximum number of businesses reached.
			

                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Rental Income
Rental Properties

	

		
		
							
					Property Type				
							
					Rental Property Address				
							
					Date Acquired				
						 
		
		

		
		
							 
							 
							 
						
				
					Edit
					Delete
				
			
		
		

		
		
			
				There are no Rental Properties.			
		
		

	

	
				
			
				Maximum number of rental properties reached.
			

                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Profit & Loss from Farm
Farm NameLeave 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 ExpensesExpense Category Amount ($)  
      
                    
                    
                          Save and Continue Later
                    
                
                
                    
                        Based off your selections, we ask that you attach the following documents:
Taxpayer Income Documents
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 Form(s) (Self-employment/Contractor Income)
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 Form(s) related to "Other" income
5498 Form(s) (IRA Contribution)
5498-SA Form(s) (HSA/MSA)
Electrical Vehicle Purchase Form
Insurance Coverage Form
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 Income Documents
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 Form(s) (Self-employment/Contractor Income)
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 Form(s) related to "Other" income
5498 Form(s) (IRA Contribution)
5498-SA Form(s) (HSA/MSA)
1098-T Form(s) (Tuition Paid)
1098-E Form(s) (Student Loan Interest)
Rental Property Income
1099 Form(s) (Rental Income); If any
Business Income
1099 Form(s) (Business Income)
Farm Income
1099 Form(s) (Farm Income); If any
Other Documents / Information
Estimated Tax Payment Information (Dates & Amounts)
Property Tax Statement


If you're having a hard time locating your property tax statement, click here to open a new browser tab or window and find the links most common Minnesota Counties.
Certificate of Rent Paid (CRP)
We need the following information for each dependent that attended Daycare or Summer Camp:



Provider's First & Last Name -or- Business Name
Phone Number
Street Address
Identifying Number (SSN/EIN)
Amount Paid
Dependent(s) 1098-T (Tuition Statement)
Bank Account Information for Direct Deposit or Withdrawal
Document Upload
Note: You can Save & Exit at any time. Feel free to click "Save and continue later" if you don't have the all of the documents just yet.
Attach File(s)Scan documents, take pictures, attach screenshots, etc. Whatever it takes to get us to documents in a manner than we can easily read them.

										
											Drop files here or 
											
										
									

								
								
							
Additional InformationIf you have any additional information you think we should know when preparing your taxes, please let us know here
Office Use Only
If you are a client filling this out on your own, please disregard this section and continue submitting at the bottom.
ProFiler PIN:
Partner
Assistant
Rep

                            
          Save and Continue Later
            
            
            
                             
            
            
            
            
            
            
        
                        
                        
                        
                This iframe contains the logic required to handle Ajax powered Gravity Forms.
Payee	Type (Interest, Dividends, Stocks, Other)	Fed ID of Payee	Amount ($)	Notes (Optional)
Welcome to our NEW Smart Organizer & Doc Upload system

Click "Next" to get started!

Client Status

Primary Taxpayer Information

Additional Taxpayer Information

Spouse Information

Additional Spouse 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

Minnesota Rent Credit

Children and/or Dependents Information

Refund or Payment Options

Bank Account Information

Taxpayer Income Questions

Did you know?

Taxpayer Income Follow-up Questions

Stocks

Alimony

Disability

Other Income

Spouse Income Questions

Did you know?

Spouse Income Follow-up Questions

Stocks

Alimony

Disability

Other Income

Taxpayer Alimony Paid

Spouse Alimony Paid

Taxpayer Contributions

Taxpayer Distributions

Spouse Contributions

Spouse Distributions

Taxpayer's College Questions

College Information

Spouse's College Questions

Spouse's College Information

Energy Efficient Property Information

Miscellaneous Tax Questions

Estimated Tax Payments

Potential Deductions

Medical

Property/Real Estate

Vehicle Registration

Charity

Gambling

Employee Business Expenses

Business Information

Rental Income

Profit & Loss from Farm

Based off your selections, we ask that you attach the following documents:

Taxpayer Income Documents

Spouse Income Documents

Rental Property Income

Business Income

Farm Income

Other Documents / Information

Document Upload

Office Use Only

Child or Dependent

Additional Dependent Information

College Information

General Business Information

Employees and/or Contractors

Record Keeping

Organizer

Income

Cost of Goods Sold (COGS) / Inventory

Expenses

Vehicle

Home Office

Additional Info

Rental Property
