Smart Tax Organizer | ProFiler Consulting, LLC

Welcome to our Smart Organizer & Document Upload system

The Smart Organizer takes you through questions that are customized to your responses. We discount your tax return $10 because the smart organizer takes a little extra time initially. 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.

Sit back, and let us guide you through!
Click "Next" to get started!

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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...
What year are submitting your tax documents for?*
How did you hear about us?*
Name of friend*
First Last
How on the internet?*
Where was the advertisement located?*
Explain "Other"*

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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
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.
Date of Birth*
Date Format: MM slash DD slash YYYY
Marital Status as of December 31st last year?*
Mobile Phone Number*
Email Address*
Enter Email Address Confirm Email Address

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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
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 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.

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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
- Check here if ProFiler has Spouse's DOB
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.
Date of Birth*
Date Format: MM slash DD slash YYYY
Mobile Phone Number*
Email Address
Enter Email Address Re-Enter Email Address

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Additional Spouse Information
Check All (If Any) That Apply
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 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.

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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
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

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Home Ownership Status
Check All That Apply
- Owned
Home Ownership Status
Who owns the home?
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. If you make more than $115,000, you will likely not qualify for this.
- 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. If you make more than $62,000, you will likely not qualify for this.
- Yes
- No
- Does Not Apply
- Other
Home Ownership Status
Please explain "Other"*

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Children and/or Dependents Information
Do you have any children or dependents?*
- Yes
- No
Do you and/or your Spouse have any children or dependents?*
- Yes
- No
Name Actions
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

Name	Actions
	Edit Delete
There are no Children or Dependents.

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Refund Options
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 have to pay-in, how would you like to pay it?
- Automatic Withdrawal
- Mailed Check(s)

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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 Routing Number*
Bank Account Number*
Enter Bank Account Number
Confirm Bank Account Number*
Re-Enter Bank Account Number

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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 unless otherwise stated in your divorce decree.
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?*
Other Income
Did you receive any tax forms such as a 1099-MISC/NEC?*
- Yes
- No
- Not Sure
Please explain your "Other Income"*

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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 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
- No
- Not Sure
Please explain your Spouse's "Other Income"*

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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
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
- No
- Not sure

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Estimated Tax Payments
- I will provide my Estimated Tax Payment information later
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 ($)
State Tax Payments
Click the (+) button on the right to add an additional Tax Payment. If you don't know the exact date a payment was made, enter in the month. Do NOT enter lump sum amounts. Please separate each payment.
Date (MM/DD/YYYY) Amount ($)
Are the above Estimated Tax Payment AMOUNTS 100% accurate*
- Yes
- Not 100% Sure

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Business Information
Business or Company Name: Actions
Edit

Delete
There are no Businesses.
Maximum number of businesses reached.

Business or Company Name:	Actions
	Edit Delete
There are no Businesses.

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Rental Income

Rental Properties

Property Type	Rental Property Address	Date Acquired	Actions
			Edit Delete
There are no Rental Properties.

Maximum number of rental properties reached.

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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 Expenses
Click the (+) button to add additional expense categories.
Expense Category Amount ($)

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COVID Stimulus 2020/2021
Did you receive any Stimulus check(s) or deposit(s) in 2020/2021?
- Yes
- Partial
- No
- Other
List the dates & amounts you received Stimulus check(s) or deposit(s)
Please include the stimulus you may have received in December of 2020 or January of 2021.

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"

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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/NEC 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/NEC Form(s) related to "Other" income
5498 Form(s) (IRA Contribution)
5498-SA Form(s) (HSA/MSA)
Electrical Vehicle Purchase Form
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 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/NEC 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/NEC 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 (Per Dependent)
Note: You can Save & Continue Later at any time. Please click "Save and Continue Later" if you don't have all of the documents just yet.
(OLD) UPLOAD YOUR DOCS - DO NOT DELETE
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:
-Encrypted or password-protected documents
-Receipts
-Large Excel/Quickbooks Files (Summary page will do)
-Zip Files
UPLOAD YOUR DOCS
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:
-Encrypted or password-protected documents
-Receipts
-Large Excel/Quickbooks Files (Summary page will do)
-Zip Files
Drop files here or
Additional Information
If you have any additional information you think we should know when preparing your taxes, please let us know here

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Date (MM/DD/YYYY)	Amount ($)

Date (MM/DD/YYYY)	Amount ($)

Expense Category	Amount ($)

Date (MM/DD/YYYY)	Amount ($)

Welcome to our Smart Organizer & Document Upload system

Click "Next" to get started!

Client Status

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

Minnesota Rent Credit

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

Energy Efficient Property Information

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 2020/2021

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