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  • 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

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  • Primary Taxpayer Information

    Married? For IRS records, 9 times out of 10, this is the husband.
  • Enter Social Security Number
  • 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 Format: MM slash DD slash YYYY
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  • Additional Taxpayer Information

    Check all (if any) that apply
  • College Information

    Check All That Apply
  • If you purchased any books, supplies or other equipment specifically for educational purposes, please enter the overall expense amount here.
  • If you purchased a computer or software specifically for educational purposes, please enter your overall expense amount here.
  • Do NOT include room & board, insurance, medical, transportation or similar living expenses. These are not deductible.
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  • Spouse Information

  • Enter Spouse's Social Security Number
  • 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 Format: MM slash DD slash YYYY
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  • Additional Spouse Information

    Check All (If Any) That Apply
  • Spouse's College Information

    Check All That Apply
  • If your Spouse purchased any Books, Supplies or other equipment specifically for educational purposes, please enter the overall expense amount here:
  • If your Spouse purchased a Computer or Software specifically for educational purposes, please enter your overall expense amount here.
  • Do NOT include Room & Board, Insurance, Medical, Transportation or similar living expenses. These are not deductible.
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  • Tax Filing Status

  • Current Client Tax Filing Options

  • New Client Tax Filing Options

  • Select all that apply
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  • Home Address

  • Date Format: MM slash DD slash YYYY
    Please do NOT include PO Boxes.
  • Previous Home Address

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  • Home Ownership Status

    Check All That Apply
  • Who owns the home?
  • Minnesota Property Tax Refund

  • 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.
  • Minnesota Rent Credit

  • 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.
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  • Children and/or Dependents Information

  • Name Actions
     
    • Edit
    • Delete
    There are no Children or Dependents.

    Maximum number of children or dependents reached.

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  • Refund Options

  • If you are entitled to a refund, how would you like to receive it?
  • If you have to pay-in, how would you like to pay it?
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  • Bank Account Information

  • Enter Bank Account Number
  • Re-Enter Bank Account Number
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  • Taxpayer Income Questions

  • Check All That Apply
  • Please enter a number greater than or equal to 1.
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  • Taxpayer Income Follow-up Questions

  • Stocks

  • Alimony

  • 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.
  • Do NOT include child support
  • Enter Alimony Sender's SSN
  • Re-Enter Alimony Sender's SSN
  • Disability

  • Other Income

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  • Spouse Income Questions

  • Check All That Apply
  • Please enter a number greater than or equal to 1.
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  • Spouse Income Follow-up Questions

  • Stocks

  • Alimony

  • Note: Since your divorce or separation agreement was executed after Calendar year 2018, you do NOT have to report the income.
  • Do NOT include child support
  • Enter Alimony Sender's SSN
  • Re-Enter Alimony Sender's SSN
  • Disability

  • Other Income

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  • Taxpayer Contributions

  • Check All (If Any) That Apply
  • Check All (If Any) That Apply
  • Taxpayer Distributions

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  • Spouse Contributions

  • Check All (If Any) That Apply
  • Check All (If Any) That Apply
  • Spouse Distributions

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  • Energy Efficient Property Information

  • Check All (If Any) That Apply
  • Check All (If Any) That Apply
  • Please enter the total expense for your Exterior Door purchase(s)
  • Please enter the total expense for your Exterior Windows & Skylights purchase(s)
  • Please enter the total expense for your Insulation purchase(s)
  • Please enter the total expense for your Advanced Main Air Circulating Fan purchase(s)
  • Please enter the total expense for your Qualified Furnace or Hot Water Boiler purchase(s)
  • Please enter the total expense for your Energy Star Roofing purchase(s)
  • Please enter the total expense for your Electric Car purchase(s)
  • Please enter the total expense for your Solar purchase(s)
  • Please enter the total expense for your Wind purchase(s)
  • Please enter the total expense for your Geothermal purchase(s)
  • Please enter the total expense for your Fuel Cell purchase(s)
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  • Miscellaneous Tax Questions

  • These are manual payments that you issued to the Federal or State Governments.
  • These are manual payments that you issued to the Federal or State Governments.
  • Form 1095-A is an IRS form for individuals who enroll in a Qualified Health Plan (QHP) through the Health Insurance Marketplace.
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  • Estimated 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 ($) 
  • Click the (+) button on the right to add an additional Tax Payment. If you don't know the exact date a payment was made, enter in the month. Do NOT enter lump sum amounts. Please separate each payment.
    Date (MM/DD/YYYY)Amount ($) 
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  • Potential Deductions

  • Medical

  • 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.
  • 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.
  • If so, please let us know here
  • If so, please let us know here
  • Property/Real Estate

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

  • Vehicles for personal use only
  • Vehicles for personal use only
  • Enter the overall amount you paid for registration/tabs for all personal-use vehicles
  • Charity

  • Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations.
  • Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations.
  • Enter the overall dollar amount you contributed to charity throughout the year.
  • Enter the overall value amount of the goods you contributed to charity throughout the year.
  • Gambling

  • Overall losses that exceed winnings are non-deductible.
  • Overall losses that exceed winnings are non-deductible.
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  • Business Information

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

    Maximum number of businesses reached.

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  • Rental Income

  • 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

  • Leave blank if you do not have a name for the farm.
  • Check All That Apply
  • Click the (+) button to add additional expense categories.
    Expense CategoryAmount ($) 
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  • COVID Stimulus 2020/2021

  • 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 ($) 
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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.
  • 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
  • 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
  • If you have any additional information you think we should know when preparing your taxes, please let us know here
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