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Tax Organizers

Personal • Trust & Estate • Business

Request the Intuit link to have access to your tax organizer.  However, for personal returns you can download a generic organizer here, then upload it with your tax documents through your secure Canopy client portal.

Personal / Individual Tax Organizer — Form 1040
  • Full legal name(s) as shown on prior return
  • Social Security Number — taxpayer and spouse
  • Date of birth — taxpayer and spouse
  • Dependents: full name, SSN, date of birth, months lived in home
  • Bank routing number and account number (for refund direct deposit)
  • IRS Identity Protection PIN (if issued to you by IRS)
  • Any address changes since last year's return
  • New marriages, divorces, or dependency changes in 2025

Personal Information

  • W-2, 1099-NEC, 1099-MISC
  • 1099-INT, 1099-DIV, 1099-B (Brokerage), 1099-SSA, 1099-HSA, 1099-R
  • K-1s (Partnerships, Trusts)
  • Business/Farming/Ranching Activity — all income, expenses, and fixed assets purchased for the year, all months
  • Rental income received — all properties, all months, number of days used property personally 
  • Gambling winnings (W-2G forms)
  • Jury duty pay, prizes, or other miscellaneous income

Income Documents

Deductions

  • Mortgage interest, taxes paid
  • Charitable contribution receipts
  • Non-cash donations — description, date, and fair market value
  • Medical and dental expenses paid out-of-pocket (not reimbursed)
  • Student loan interest paid — Form 1098-E
  • State and local income or sales taxes paid

Other Important Items

  • IRS or state tax authority letters received in 2025
  • Estimated tax payments made — dates and amounts paid
  • HSA contributions and distributions (Form 1099-SA)
  • IRA contributions made (traditional or Roth) — amount and type
  • Foreign bank accounts or assets held outside U.S. (FBAR/FATCA)
  • Home sold or purchased in 2025
  • Prior year tax return (first-time clients only)
  • NEW: Auto loan interest on American-made vehicles (2025+)
  • NEW: Tips received — amounts if claiming no-tax-on-tips deduction
  • NEW: Overtime pay — amounts if claiming no-tax-on-overtime deduction
Trust & Estate Fiduciary Tax Organizer — Form 1041
  • Agreement/Will copies
  • Tax ID number (EIN)
  • Fiduciary contact info

Trust or Estate Information

Income & Deductions

  • Interest, rent, royalty income, pension or retirement distributions
  • Business/Farming/Ranching Activity — all income, expenses, and fixed assets purchased for the year, all months
  • K-1s (Partnerships, S Corps, or Trusts/Estates
  • Other income

  • Trustee or executor fees paid — amounts and to whom

  • Attorney fees related to trust administration (not personal legal fees)

  • CPA or accounting fees for trust bookkeeping or tax prep

  • Property taxes paid on trust-owned real estate

  • Mortgage interest on trust-owned property (Form 1098)

  • Charitable contributions made by the trust (need written acknowledgment)

  • State income taxes paid by the trust

  • Any other administrative or fiduciary expenses

  • Beneficiaries name, SSNs, and addresses
  • Total distributions paid in the year
  • ​Whether the trust is making a 65-day election for 2025 distributions (IRC §663(b))

Distributions

Business Income Tax Organizer

Business Information

  • Name, EIN, and owner list
  • Primary business activity changes

Assets & Liabilities

  • Bank balance at year end
  • Fixed assets purchased and related purchase documents
  • Ending credit card balances
  • Ending note/loan balances

Income & Expenses

  • Gross receipts or sales
  • Supplies, rent, and utilities
  • Advertising & insurance records

  •  Payroll: total wages paid, Form W-3, all 941 quarterly deposits

  • Business vehicle mileage log (start/end odometer + business miles )

  • Vehicles used in business: make, model, year, date acquired, purchase price

  • Professional fees: legal, accounting, consulting (not personal)

  • Home office: square footage of office and total home (if applicable)

  • Retirement plan contributions made for owners and employees

  • Business loan interest paid (not personal debts)

  • Bank service charges and credit card fees (business accounts only)

  • Subscriptions and dues for business-related services and memberships

Special Items

  • Asset acquisitions
  • Inventory valuations
  • Officer insurance and health
  • Independent contractors paid >$600: name, SSN/EIN, address, amount (for 1099-NEC)

  •  Partner or shareholder distributions taken during the year

  • Loans between business and owner(s): beginning balance, new loans, repayments

  • Texas Franchise Tax: Webfile number

  • Any IRS or state tax notices received during 2025

  • Estimated tax payments made on behalf of the business

For informational purposes only. 

Disclaimer: These links are provided for client reference only and do not constitute legal or tax advice.

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