Tax Information Organizers
TAX INFO ORGANIZER FORMS
If you’re working in the TAXplan web app, you may be asked to submit certain forms before we can complete your tax return. Below you will find a list of frequently requested tax forms…
Self-Employment Information Organizer
Use this form to record expenses and income associated with your self-employment, business, commissions or professional fees.
Self-Employment Information Organizer – PDF PrintoutRental Income Information Organizer
Use this form to record expenses and income associated with your rental property. A separate form is required for each individual property.
Employment Expenses
Use this form to record employment related expenses for which you did not receive reimbursement.
Medical Receipts & Expenses
Use this form to record medical expenses for which you did not receive reimbursement.
Moving Expenses
Use this form to record moving expenses you incurred to start a new job or go to school (certain conditions apply). Not sure if you qualify? Ask a TAXpro.
