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!

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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...
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

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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
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

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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
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

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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
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

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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. 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	Relationship To You	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

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Refund or Payment 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 end up owing taxes, how would you like to pay?
- Automatic Bank Withdrawal
- Mail Check(s)
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.

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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 Account Number*
Enter Bank Account Number
Confirm Bank Account Number*
Re-Enter Bank Account Number
Bank Routing Number*
Automatic Withdrawal Date
Note: Please select a date prior to April 10th.
Date Format: MM slash DD slash YYYY

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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.
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"*

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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 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"*

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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
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

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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.
Date (MM/DD/YYYY) Amount ($)
State Tax Payments
Click the (+) button on the right to add an additional Tax Payment. If you don't know the exact date a payment was made, enter in the month.
Date (MM/DD/YYYY) Amount ($)
Are the above Estimated Tax Payment AMOUNTS 100% accurate*
- Yes
- Not 100% Sure

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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*
- You can deduct trips between main and 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
Do you work from home?
- Yes
- No
Additional Expenses
Category Amount ($)
Did your Spouse use their personal vehicle for W-2 related activities BESIDES their commute to a W-2 job?*
- Yes
- No
Number of miles driven outside of Spouse's commute*
Your Spouse's total number of miles driven throughout the year, INCLUDING personal miles*
The average American drives 13,476 miles per year.
Did your Spouse have any out-of-pocket employee expenses that were NOT reimbursed?*
- Yes
- No
If applicable, enter the following expenses
Union Dues
Uniforms/Protective Clothing
Professional Subscriptions
Parking/Transportation/Lodging
Does your Spouse work from home?
- Yes
- No
Additional Expenses
Category Amount ($)

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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
Expense Category 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 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 (Per Dependent)
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.

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
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

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Make & Model	Business Miles	Total Miles	Interest Paid (if applicable)

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

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

Category	Amount ($)

Category	Amount ($)

Welcome to our NEW Smart Organizer & Doc 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 or Payment 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

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

Please be sure to attach or include the Dependent's 1098-T (Tuition Statement) at the end when you upload your documents.

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