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Updated for the 2023 Tax Season

Our Smart Organizer takes you through questions that are responsive to your answers. You can save your responses and continue this organizer at a later time. Do not close your browser without processing the “Save and/or Continue Later” feature. The save and continue link is valid for 30 days from when you begin. Please check your spam folder if you don't see it.

Scan documents, take pictures, attach screenshots, etc. Whatever it takes to get us the documents in a manner that we can easily read them.

Sit back, and let us guide you through!

Have you had your taxes prepared by us before?*
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Do we file or will we need to file a SEPARATE S-Corp or Partnership Return for you?*
Do you typically file a SEPARATE S-Corp or Partnership Return?*
Name of friend*

Primary Taxpayer Information

If married, the husband should be taxpayer for our record keeping purposes.
Name*
.
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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.
MM slash DD slash YYYY
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Email Address*
It's wise to do this now before you accidentally lose your progress: Click the "Save and/or Continue Later" button. Send the link to your email. Go to your email inbox and click on the link. You will continue right where you left off. Also, if you close this browser on accident you can continue where you left off by going back to that link. Check your spam folder if you don't see it.

Additional Taxpayer Information

Check all (if any) that apply
.
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Did you pay any student loan interest during the tax year?*
Did you attend college during the TAX year?*

College Information

Check all that apply.

We can dial these expenses in later on, but provide your best numbers.
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.

Spouse Information

Name*
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Enter Spouse's Social Security Number
profiler has spouse's DOB
MM slash DD slash YYYY
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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.
Email Address*

Additional Spouse Information

Check All (If Any) That Apply
Did your Spouse pay any student loan interest during the tax year?*
Did your Spouse attend college during the tax year?*

Spouse's College Information

Check all that apply.

We can dial these expenses in later on, but provide your best numbers.
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.

Tax Filing Status

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Current Client Tax Filing Options

Has your Filing Status changed since last year?*
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Who should the Primary Contact be?
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New Client Tax Filing Options

Do you know what your Tax Filing Status is?*
Who should the Primary Contact be?
Preferred method(s) of contact
Select all that apply

Home Address

Current Home Address*
MM slash DD slash YYYY
Please do NOT include PO Boxes.
Please do NOT include PO Boxes.
Mailing Address

Previous Home Address

Previous Home Address*

Home Ownership Status

Check all that apply
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Who owns the home?
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Minnesota Property Tax Refund

Would you like us to file your property tax refund for you? (If you qualify)*
We charge a small amount and process them after April 15th. Many clients see large refunds. More information can be found at MN Property Taxes & Rent Credits. If you make more than $128,280 (For Property Taxes) or $69,520 (For Renters), you will likely not qualify for this.
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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 $69,520, you will likely not qualify for this.
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Children and/or Dependents Information

Do you have any children and/or other dependents?*
Do you and/or your Spouse have any children and/or other dependents?*
Scroll to the right to edit entries.
Name Actions
 
There are no Children or Dependents.

Maximum number of children or dependents reached.

Did any of your dependent's attend Daycare or Summer Camp?*

Refund Options

Refund Options*
If you are entitled to a refund, how would you like to receive it?

Bank Account Information

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Account Type*
Enter Bank Account Number
Re-Enter Bank Account Number

Taxpayer Income Questions

What are your (Taxpayer) sources of Income?
Check all that apply
Please enter a number greater than or equal to 1.
Please make certain the income source isn't mentioned above.

Taxpayer Income Follow-up Questions

Stocks

Were any of your stock transactions part of an employee stock option plan?*

Alimony

Was the divorce or separation agreement executed AFTER calendar year 2018?*
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.
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Do NOT include child support
Enter Alimony Sender's SSN
Re-Enter Alimony Sender's SSN

Disability

before or after taxes

Other Income

Did you receive any tax forms such as a 1099-MISC/NEC?*
Please make certain the income source isn't mentioned above.

Spouse Income Questions

What are your Spouse's sources of Income?
Check all that apply
Please enter a number greater than or equal to 1.

Spouse Income Follow-up Questions

Stocks

Were any of your Spouse's stock transactions part of an employee stock option plan?*

Alimony

Was your spouse's divorce or separation agreement executed AFTER calendar year 2018?*
Note: Since your divorce or separation agreement was executed after calendar year 2018, you do NOT have to report the income.
Hidden

Do NOT include child support
Enter alimony sender's SSN
Re-Enter Alimony Sender's SSN

Disability

Other Income

Did your Spouse receive any tax forms such as a 1099-MISC/NEC?*

Taxpayer Contributions

Did you make any of the following CONTRIBUTIONS?
Check All (If Any) That Apply
What did you CONTRIBUTE to that is NOT already included on any W-2 wages?
Check All (If Any) That Apply

Taxpayer Distributions

Did you receive any DISTRIBUTIONS from a Health/Medical Savings Account (HSA/MSA) (1099-SA)*

Spouse Contributions

Did your Spouse make any of the following CONTRIBUTIONS?
Check All (If Any) That Apply
What did your Spouse CONTRIBUTE to that is NOT already included on any W-2 wages?
Check All (If Any) That Apply

Spouse Distributions

Did your Spouse receive any DISTRIBUTIONS from a Health/Medical Savings Account (HSA/MSA) (1099-SA)*

Miscellaneous Tax Questions

Did you make any Estimated Tax Payments?*
These are manual payments that you issued to the Federal or State Governments.
Did you and/or your Spouse make any Estimated Tax Payments?*
These are manual payments that you issued to the Federal or State Governments.
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.
Did you buy any energy efficient products?*
Exterior doors, windows, insulation, hot water heater, solar, etc.

Estimated Tax Payments

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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*

Potential Deductions

You can look up both your letters here: https://www.irs.gov/credits-deductions/advance-child-tax-credit-payments-in-2021

Medical

Do you have any personal medical expenses?*
Cannot include insurance premiums. Typically you'd need >$2,000 in out-of-pocket expenses to qualify for this. 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.
Do you and/or your Spouse have any personal medical expenses?*
Cannot include insurance premiums. Typically you'd need >$2,000 in out-of-pocket expenses to qualify for this. 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.
Hidden

If so, please let us know here
If so, please let us know here

Property/Real Estate

Do you have mortgage interest on your PERSONAL residence?*
Mortgage Lender Names
Click 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?*
Do 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 Registration

Did you pay for vehicle registration/tabs on any vehicles?*
Vehicles for personal use only
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.
Because you know the dollar amount of your charitable contributions, you do not need to attached any receipts or slips. Thank you!
Did you contribute to charity?*
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.

Business Information

Please select "Add a Business" and fill out the information if you have side income, are self-employed, or own a business.
Scroll to the right to edit entries.
Business or Company Name: Actions
 
There are no Businesses.

Maximum number of businesses reached.

Rental Income

Please select "Add Rental Property" and fill out your rental income information.
Scroll to the right to edit entries.
Rental Property Address Actions
 
There are no Rental Properties.

Maximum number of rental properties reached.

Profit & Loss from Farm

Leave blank if you do not have a name for the farm.
Sources of Farm Income*
Check all that apply
Farm Expense & Amount
Click the (+) button to add additional expense categories.
Expense Category & Amount
 

COVID Stimulus

COVID Stimulus for tax year 2021

An additional payment may have been sent to you AFTER February. This would have been a third stimulus payment. One form for each spouse.
Did you receive any Stimulus check(s) or deposit(s)?*
You should get a letter from the IRS stating the payment is reportable on your taxes for informational purposes. NOTE: If married, there is a stimulus payment for each spouse!
List the dates & amounts you received Stimulus check(s) or deposit(s)
Click the (+) button to add additional dates and amounts.
Date (MM/DD/YYYY)
Amount ($)
 

Based on your answers, we ask that you attach the following documents:

TAXPAYER Documents Needed

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/Royalties): if applicable
K-1 Form(s) (Partnership/Corp. Distribution)
1099-R Form(s) (Distribution from Annuity, Pension, etc.)
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)
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 Documents Needed

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/Royalties): if applicable
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 Health/Medical Savings Account)
1098-T Form(s) (Tuition Paid)
1098-E Form(s) (Student Loan Interest)

Farm Info Needed

1099 Form(s) (Farm Income); If any

Did the government send you anything related to your farm? If so, upload it.

Other Documents / Information Needed

Attach Covid relief statement (received after February)
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)

Let's both save some time. We DO NOT need the following

-Annual/Quarterly/Monthly reports from your financial institution (often many pages)
-Property tax valuation notice or proposed levies
-1095-B and 1095-C (but we do need 1095-A if you had marketplace insurance)
-Bank statements (unless requested)
-Receipts

Upload your docs. You're almost done!

NOTE: Please upload your tax forms one at a time. In other words, do not combine different types of documents into one file. This helps up work through your return with fewer mistakes.

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 file types:
-Encrypted or password-protected documents
-Large Excel/Quickbooks Files (summary pages are best)
-Zip Files

Drop files here or
Max. file size: 125 MB.
    To the best of your knowledge, have you attached all necessary docs/info?*
    Please send in your missing info/docs at least 1 week before your Start Date. Thank you.
    Did you already reserve a Start Date?
    Reservations are not required.
    Let us know your history with us*
    One person is assigned to do the majority of the back and forth with clients while a senior advisor is always assisting.
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