2013 Income Tax Organizer
Personal Information
First Name
M.I.
Last Name
Social Security Number
Date of Birth
Taxpayer:
Spouse:
Occupation
Employer
Airline/Base
Taxpayer:
Spouse:
Street Address
Apt.#
City
State
Zip Code
Filing Address:
Mailing Address:
Cell Phone Number
Home Phone Number
Email
Taxpayer:
Spouse:
Filing Status
□ Single
□ Married Filing Joint
□ Married Filing Separate
Spouse Name:
If you file MFS and itemize your
deductions your spouse must
also itemize their deductions as
well
□ Qualifying Widow(er) Spouse’s Date of Death
Spouse Soc. Sec. #:
Did you live with your spouse any time during 2013?
If Yes, did you live with your spouse any time after June 30th?
□ Head of Household
Name:
If you are the custodial parent
and someone else is taking the
exemption for your child,
complete this section.
Relationship:
□ Yes
□ Yes
□ No
□ No
Soc. Sec. #:
Number of months lived with you:
Date of Birth:
Who is claiming this person on their return?
Dependent Information
To have a qualifying dependent income must be under $3800 unless they are a full time student under the age of 24.
Name
DOB
SSN
Relationship
Months at home
Full Time Student
Disabled
□ Yes □ No
□ Yes □ No
□ Yes □ No
□ Yes □ No
□ Yes □ No
□ Yes □ No
□ Yes □ No
□ Yes □ No
□ Yes □ No
□ Yes □ No
SKYTAXES
CALL (832) 777-6003
Presidential Plaza
15655 John F. Kennedy Blvd Suite G
Houston, TX 77032
Located next to Godfathers Pizza, N. of Beltway 8, W. of 59N, E of Hardy Toll Rd
WWW.SKYTAXES.NET
FAX (866) 538-8897
Life Events - Please check all that apply for 2013
□Marriage Divorce/Separation
□Retirement (IRA, 401K) withdrawals
□ Own or Started a business
□ Adoption
□Purchased a home
□Sold stock
□Own rental property
□Made home energy efficient improvements
□ Foreign earned income
Income - Please provide applicable Forms W2 and 1099
Interest Income: Form 1099-INT
Dividend Income: Form 1099-DIV
Sale of Stock or Bonds- please include complete purchase and sale information: Form 1099-B
Retirement Plan Income: Form 1099-R
Unemployment Compensation: Form 1099-G
Social Security Benefits: Form SSA-1099 or RRB-1099
State or Local Refund Received: Form 1099-G, Itemized in 2012?
□Yes □No
Alimony Received: How much? $_____________________________
K-1 from a Corporation, Estate, Trust, Partnership, Etc.?
Collection of Debt: 1099-C
Gambling Winnings!: Form W2-G
Business Income: 1099-MISC. Please provide 1099-MISC and complete schedule “C” to the best of your ability. We
will contact you for further information and details of your business expenses.
Royalty Income: 1099-MISC.
Rental Income: Please attach Schedule “E” (available on our website) with preliminary notes for us to work with. We
will contact you for further information.
Estimated or Quarterly Tax Payments paid in 2013
□
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□Yes □No
□
Yes No (made directly to the IRS usually for self employment/investment income, not from your W2) $________________________
Alimony Paid $ ____________Recipient’s Name: _______________________________ SSN: __________________d
IRA Contributions
Taxpayer
$
Spouse
$
□Roth □Traditional
□Roth □Traditional
Educational Deductions & Student Loan Interest
□Yes □No
□Yes □No
Student Loan Interest Paid- Please provide Form 1098-E
Tuition Paid- Please provide Form 1098-T
Years in College
Was student at least halftime?
Student Name__________________
Student Name__________________
Student Name__________________
○1st ○2nd ○3rd ○4th ○Grad
○1st ○2nd ○3rd ○4th ○Grad
○1st ○2nd ○3rd ○4th ○Grad
□Yes □No
□Yes □No
□Yes □No
SKYTAXES
CALL (832) 777-6003
Presidential Plaza
15655 John F. Kennedy Blvd Suite G
Houston, TX 77032
Located next to Godfathers Pizza, N. of Beltway 8, W. of 59N, E of Hardy Toll Rd
WWW.SKYTAXES.NET
FAX (866) 538-8897
Medical Expenses & Accounts
Flexible Spending Arrangements (FSA)
FSA Contribution in 2013:
□Yes □No
Amount $ _______________________
Health Savings Accounts (HSA) Forms 5498-SA or 1099-SA
□Self Only □Family
Employer HSA Contribution in 2013: $ __________
Total HAS Distributions in 2013: $ __________
Payroll Deducted HSA Contribution in 2013: $ __________
Total unreimbursed qualified medical expenses: $ __________
Medical Expenses
Medical Expenses must exceed 7.5% of your income. Do not include amounts paid by insurance or with pre-tax dollars
Insurance Premiums: $ __________
Optometry Contacts and Glasses: $ __________
Doctors, Dentist, & Hospitals: $ __________
Prescription Medicine: $ __________
Medical miles driven:
Health Care Tax Credit
□Yes □No Please provide Form 8885 or 1099-H if eligible
Moving Expenses
Date of Move:
*Move must be of primary residence more than 50 miles and job related*
Miles from new home to job:
Miles from old home to job:
Miles Driven:
Lodging Expenses: $ __________
Moving Supplies & Rentals: $ __________
Employer Reimbursement □ YES □ NO
Home Ownership
Mortgage Interest:
Property Taxes:
Points Paid:
PMI Insurance:
Sales Tax
*The IRS allows a preset amount be included based on your income, however your number might be higher especially if it was a year of big purchases
Sales tax paid on a car, boat, RV, or aircraft in 2013: $ _____________
Total sales tax paid on ALL purchases in 2013: $ __________________ Optional
Charitable Contributions
* Regardless of the amount, to deduct a contribution of cash, check, or other monetary gift, you must maintain a bank/ payroll deduction record or a
written communication from the organization. Containing the name of the organization, the date and amount of the contribution. Please provide receipts.
Cash Contribution Amount: $ __________
Charitable miles driven:
Non Cash Contribution Amount: $ __________ (goodwill, purple heart, or salvation army it all counts, lets us help you determine fair market value)
Casualty Theft & Loss
Type Of Property
Reason for
Damage
Date of Event
Date Acquired
Value before loss
or damage
Value after loss or
Damage
Insurance
Reimbursement
SKYTAXES
CALL (832) 777-6003
Presidential Plaza
15655 John F. Kennedy Blvd Suite G
Houston, TX 77032
Located next to Godfathers Pizza, N. of Beltway 8, W. of 59N, E of Hardy Toll Rd
WWW.SKYTAXES.NET
FAX (866) 538-8897
Miscellaneous Expenses
Safety deposit box rental: $ __________
Educator Expenses: $ __________
Margin or Investment interest paid/Fees: $ __________
Personal property taxes: $ __________
Tax preparation Fees: $ __________
Tax preparation books or software: $ __________
Unreimbursed Employee Expenses
TAXPAYER
SPOUSE
Non-Commuting Vehicle mileage: (Training or Meeting) ______________
Make/Model: ________________________________________________
Date Placed in service: ________________________________________
Parking and Tolls: ____________________________________________
Non-Commuting Vehicle mileage: (Training or Meeting) ______________
Make/Model: ________________________________________________
Date Placed in service: ________________________________________
Parking and Tolls: ____________________________________________
Calling Cards:
Calling Cards:
Cell Phone Base Charge per month:
Cell Phone Base Charge per month:
Cell Phone Date of Purchase:
Amount: $
Currency Exchange and ATM fees:
Desktop, Laptop, iPad, or Notebook
Date of Purchase:
Cell Phone Date of Purchase:
Amount: $
Currency Exchange and ATM fees:
Amount: $
Desktop, Laptop, iPad, or Notebook
Date of Purchase:
Amount: $
Education to Maintain Skills:
Education to Maintain Skills:
FFA Medical Expenses:
FFA Medical Expenses:
FFDO Expenses:
FFDO Expenses:
Internet and Wi-Fi Fees:
Internet and Wi-Fi Fees:
Job Searching Fees:
Job Searching Fees:
Office Supplies and Equipment:
Office Supplies and Equipment:
Parking &Taxi/Van Tips
Parking &Taxi/Van Tips
Passport, Visas & Global Entry Fees:
Passport, Visas & Global Entry Fees:
Safety and Professional Tools & Items:
Safety and Professional Tools & Items:
Trade Subscriptions & Magazines:
Trade Subscriptions & Magazines:
Uniform Dry-cleaning & Alterations:
Uniform Dry-cleaning & Alterations:
Uniform Items:
Uniform Items:
Uniform Shoes:
Uniform Shoes:
Union and Professional Dues:
Union and Professional Dues:
TAXPAYER Non-taxable Perdiem
SPOUSE Non-taxable Perdiem
Additional Expenses:
Additional Expenses:
SKYTAXES
CALL (832) 777-6003
Presidential Plaza
15655 John F. Kennedy Blvd Suite G
Houston, TX 77032
Located next to Godfathers Pizza, N. of Beltway 8, W. of 59N, E of Hardy Toll Rd
WWW.SKYTAXES.NET
FAX (866) 538-8897
Child Care Expenses
Dependent Care Benefits through employer :
Provider
□Yes □No
*Child must be under the age of 13, exception applies for qualifying adult.
Address
Tax ID or SS#
Childs Name
Amount
Energy Efficient Improvements
*You may be able to take a credit of 30% of your costs of qualified solar electric property, solar water heating property, small wind energy property,
geothermal heat pump property, and fuel cell property. Include any labor costs properly allocable to the onsite preparation, assembly, or original
installation of the residential energy efficient property and for piping or wiring to interconnect such property to the home.
Energy Efficient Improvements
□Yes □No
Please Explain:
Filing Instructions
Would you like to electronically file your return?
□Yes
□No
It’s FREE, safe, and the quickest way to receive your refund *If yes please fill out Form 8879*
*$20 additional fee* Skip Form 8879. Sign and date returns upon arrival and please mail to the appropriate
agencies.
Would you like direct deposit?
□Yes
It’s FAST & FREE!!!
Bank Name:___________________________________________________________________ □ Checking
Account #:_____________________________________________ Routing
Number#:____________________________
□No
□Savings
Your refund will be mailed to your filing address in approximately 3-6 weeks after it has been accepted.
Payment
All service and preparation fees must be paid before completion. We will not file or submit anything without your
consent and final approval. We accept the following forms of payment:
 PayPal
 Credit/Debit Cards
 Cash (for walk-in office appointments only)
 Checks (will be electronically withdrawn within 24hrs)
Additional Comments or Questions
SKYTAXES
CALL (832) 777-6003
Presidential Plaza
15655 John F. Kennedy Blvd Suite G
Houston, TX 77032
Located next to Godfathers Pizza, N. of Beltway 8, W. of 59N, E of Hardy Toll Rd
WWW.SKYTAXES.NET
FAX (866) 538-8897
Layover Perdiem Organizer
As an employee who is paid perdiem while working away from home, your employer has a set amount they
reimburse you. However, the government has established per diem rates depending on what city you overnight
in. The difference between these two numbers is tax deductible and can save you thousands! Perdiem is the
allowance for lodging (excluding taxes), meals and incidental expenses. The G eneral Services Administration,
State Department, and The Department of Defense establish per diem rates for worldwide destinations. Please
fill out layover cities only and end each trip with your home base.
Name:
Base:
Date of Base Change:
Janua ry
February
Marc h
Ap ril
Ma y
June
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August
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October
Example: Jan. Base IAH
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2
SLT
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IAH
Nove mber
December
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SKYTAXES
CALL (832) 777-6003
Presidential Plaza
15655 John F. Kennedy Blvd Suite G
Houston, TX 77032
FAX (866) 538-8897
Located next to Godfathers Pizza, N. of Beltway 8, W. of 59N, E of Hardy Toll Rd
WWW.SKYTAXES.NET
31
SKYTAXES
CALL (832) 777-6003
Presidential Plaza
15655 John F. Kennedy Blvd Suite G
Houston, TX 77032
Located next to Godfathers Pizza, N. of Beltway 8, W. of 59N, E of Hardy Toll Rd
WWW.SKYTAXES.NET
FAX (866) 538-8897