Welcome to our Smart Organizer & Document Upload systemThe 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.Sit back, and let us guide you through! Click "Next" to get started! Client StatusHave you had your taxes prepared by us before?* Yes, I'm a CURRENT -or- EXISTING client No, I'm a NEW client HiddenI am a... HiddenI am a... What year are you submitting your tax documents for?*-Select Tax Year-202020192018201720162015Do we file a SEPARATE S-Corp or Partnership Return for you? Yes No Not Sure Do you typically file a SEPARATE S-Corp or Partnership Return? Yes No Not Sure How did you hear about us?*-Select an Option-Referred by a friendInternetAdvertisementOtherName of friend* First Last How on the internet?* Where was the advertisement located?* Explain "Other"* Primary Taxpayer InformationMarried? 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 HiddenSocial Security Number Check here if Taxpayer's SSN can be found on documents that will later be provided HiddenSocial Security Number Social Security Number* Enter Social Security NumberOccupation* 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* MM slash DD slash YYYY Marital Status as of December 31st last year?*-Select Marital Status-SingleMarriedLegally SeparatedDivorcedWidowedHiddenTaxpayer is only contact Mobile Phone Number*Email Address* Enter Email Address Confirm Email Address Additional Taxpayer InformationCheck 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 HiddenDid you pay any Student Loan Interest during the tax year?* Yes No Did you attend college during the TAX year?* Yes No College InformationCheck 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. Spouse InformationName* 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 Hidden Check here if Spouse's SSN can be found on documents that will later be provided Hidden Social Security Number* Enter Spouse's Social Security Number Check here if ProFiler has Spouse's DOB Hidden 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* MM slash DD slash YYYY Mobile Phone Number*Email Address Enter Email Address Re-Enter Email Address Additional Spouse InformationCheck All (If Any) That ApplyDid 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 InformationCheck 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. Tax Filing StatusHiddenCurrent Client Tax Filing OptionsHas 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 HiddenFiling Status What is your Filing Status?*-Select Filing Status-SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er) with Dependent ChildrenWho should the Primary Contact be? Taxpayer Spouse Either is fine HiddenNew Client Tax Filing OptionsDo you know what your Filing Status is?* Yes No What is your Filing Status?*-Select Filing Status-SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er) with Dependent ChildrenWho should the Primary Contact be? Taxpayer Spouse Either is fine Preferred method(s) of contactSelect 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 AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific 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 AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Previous Home AddressPrevious Home Address* Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Home Ownership StatusCheck All That Apply Owned HiddenHome Ownership StatusWho owns the home? HiddenMinnesota Property Tax RefundWould 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 Hidden Rented HiddenHome Ownership Status HiddenMinnesota Rent CreditWould 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 Hidden Other HiddenHome Ownership Status Please explain "Other"* 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. Add Child or Dependent Maximum number of children or dependents reached. Did any of your dependent's attend Daycare or Summer Camp?* Yes No Refund OptionsRefund 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) 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 Hidden HiddenBank Name* Account Type* Checking Savings Bank Routing Number* Bank Account Number* Enter Bank Account NumberConfirm Bank Account Number* Re-Enter Bank Account Number Taxpayer Income QuestionsWhat 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 How many W-2's?*Please enter a number greater than or equal to 1.Explain "Other" income Taxpayer Income Follow-up QuestionsStocksWere any of your stock transactions part of an employee stock option plan?* Yes No Not Sure AlimonyWas 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.HiddenAlimony Received*Do NOT include child supportAlimony Sender's SSN* Enter Alimony Sender's SSNConfirm Sender's SSN* Re-Enter Alimony Sender's SSNDisabilityWho paid and/or how were your disability premiums paid?* Other IncomeDid you receive any tax forms such as a 1099-MISC/NEC?* Yes No Not Sure Please explain your "Other Income"* Spouse Income QuestionsWhat 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 How many W-2's?Please enter a number greater than or equal to 1.Explain "Other" income Spouse Income Follow-up QuestionsStocksWere any of your Spouse's stock transactions part of an employee stock option plan?* Yes No Not Sure AlimonyWas 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.HiddenAlimony Received*Do NOT include child supportSpouse's Alimony Sender's SSN* Enter Alimony Sender's SSNSpouse's Confirm Sender's SSN* Re-Enter Alimony Sender's SSNDisabilityWho paid and/or how were your Spouse's disability premiums paid?* Other IncomeDid your Spouse receive any tax forms such as a 1099-MISC/NEC?* Yes No Not Sure Please explain your Spouse's "Other Income"* Taxpayer ContributionsDid 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 DistributionsDid you receive any DISTRIBUTIONS from an HSA/MSA (1099-SA)* Yes No Not Sure Additional Notes (if applicable) Spouse ContributionsDid 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 DistributionsDid your Spouse receive any DISTRIBUTIONS from an HSA/MSA (1099-SA)* Yes No Not Sure Additional Notes (If Applicable) Energy Efficient Property InformationDid 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) Miscellaneous Tax QuestionsDid 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 Estimated Tax Payments I will provide my Estimated Tax Payment information later HiddenFederal 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. Do NOT enter lump sum amounts. Please separate each payment.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. 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 Potential DeductionsMedicalDo 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 HiddenOverall Prescription ExpensesMedical/Dental Visit ExpensesDo you have any other medical expenses?If so, please let us know hereDo you and/or your Spouse have any other medical expenses?If so, please let us know hereProperty/Real EstateDo you have mortgage interest on your PERSONAL residence?* Yes No Mortgage Lender NamesClick 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 No Will provide this info later Enter the amount of your additional property taxes for your Cabin and/or RVDo 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 RegistrationDid 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 vehiclesCharityDid 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 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.GamblingEnter 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 InformationPlease select "Add a Business" and fill out the information if you have side income, are self-employed, or own a business.Please select "Add a Business" and fill out the information if you have side income, are self-employed, or own a business. Business or Company Name: Actions Edit Delete There are no Businesses. Add a Business Maximum number of businesses reached. Rental IncomeRental Properties Property Type Rental Property Address Date Acquired Actions Edit Delete There are no Rental Properties. Add Rental Property Maximum number of rental properties reached. Profit & Loss from FarmFarm 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 ExpensesClick the (+) button to add additional expense categories.Expense CategoryAmount ($) COVID Stimulus 2020/2021Did 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" Are you interested in extending your Tax due date to October 15th? Yes No Note: If you owe taxes the IRS charges a 0.5% penalty, per month, on the amount you owe. This is a pretty small amount, but if you believe you will owe a lot, you may want to either send in money ahead of time or attempt to file your taxes by April 15th. Based off your selections, we ask that you attach the following documents:Taxpayer Income DocumentsPrior 2 Years of Tax ReturnsW-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" income5498 Form(s) (IRA Contribution)5498-SA Form(s) (HSA/MSA)Electrical Vehicle Purchase FormInsurance Coverage Form (1095-A)1098 Form(s) (Mortgage Interest Paid)Personal Home Property Tax Statement1098-T Form(s) (Tuition Paid)1098-E Form(s) (Student Loan Interest)Spouse Income DocumentsW-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" income5498 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 Income1099 Form(s) (Rental Income); If anyBusiness Income1099 Form(s) (Business Income)Farm Income1099 Form(s) (Farm Income); If anyOther Documents / InformationEstimated 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.Hidden(OLD) UPLOAD YOUR DOCS - DO NOT DELETEScan 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 FilesMax. file size: 50 MB.UPLOAD YOUR DOCSScan 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 Select files Max. file size: 50 MB. Additional InformationIf you have any additional information you think we should know when preparing your taxes, please let us know here
