Please prepare and upload the following documentation to our client portal:

CLIENT PORTAL

A copy of your Previous Tax Year tax return, if not prepared by this office
Form(s) W-2 (wages, etc.)
Form(s) 1099 (interest, dividends, etc.)
Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
Form(s) 1098 (mortgage interest) and property tax statements
Brokerage statements from stock, bond or other investment transactions
Closing statements pertaining to real estate transactions
Form(s) 1099-K (Merchant Card and Third Party Network Payments)
A copy of your estimated tax payments
Form 1095 A/B/C Health insurance
All other supporting documents (schedules, checkbooks, etc.)
Any tax notices received from the IRS or other taxing authorities

If you have any trouble uploading this file you can return it to us by email, fax, mail or stop by the office.

Please complete the secure form below; answer all questions if applicable:

Full Legal Name

Social Security Number

Phone *

Email Address *

Full Mailing Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Date of Birth

Spouses Full Name (if applicable)

Spouses Date of Birth (if applicable)

Your Occupation

Your Spouses Occupation (if applicable)

Full Name, Social and Date of Birth of your Dependents (if applicable)

Do you own any foreign bank accounts (bank or retirement accounts)?YesNo

Do you have signatory authority over any foreign bank accounts?YesNo

Do you own or trade with cryptocurrency?YesNo

Do you or your spouse make any gifts to an individual that total more than $17,000?YesNo

Did you pay any estimated tax payments?YesNo

Did you receive a gift from a foreign person?YesNo

Are you a new client for the 2023 Tax Year?YesNo

Please include all names and Birthdates of individuals included on your return *Please include self, spouse, and any dependants

1) Did any births, adoptions, marriages, divorces, or deaths occur in your family since last year? *YesNo

Please attached appropriate documents. Contact at info@yjetax.com with questions or concerns.

2) Did you purchase or sell your principal residence? *YesNo

Please attached appropriate documents. Contact at info@yjetax.com with questions or concerns.

Income - In 2023, did you or your spouse have any of the following:

1) Wages? (include form(s) W-2) *YesNo

2) Non-employee compensation? (include form(s) 1099-NEC) *YesNo

3) Miscellaneous Income? (include form(s) 1099-MISC) *YesNo

4) Interest income? (include form(s) 1099-INT) *YesNo

5) Dividend income? (include form(s) 1099-DIV) *YesNo

6) Did you receive any tax-exempt income, such as interest or dividends from municipal bonds or a mutual fund account? *YesNo

7) Gambling income? (include form(s) W-2G). Be sure to include any gambling losses. *YesNo

8) Social security or Railroad Retirement benefits? (include form(s) SSA-1099 & RRB-1099) *YesNo

9) Did you receive a state or local refund, or a refund of any other deduction you itemized in a prior year? (attach 1099-G) *YesNo

10) Disability income? (include form(s) W-2 or 1099) *YesNo

11) Unemployment compensation? (include form(s) 1099-G) *YesNo

12) Alimony? *YesNo

Date of Divorce

Amount of Alimony

USD

13) Did you receive payments from a Long-Term Care insurance contract? *YesNo

Please attached appropriate documents. Contact at info@yjetax.com with questions or concerns.

14) Did you receive, or expect to receive, a Schedule K-1 (or substitute K-1) from a trust, estate, partnership, or S corp? *YesNo

attached your K-1. Contact at info@yjetax.com with questions or concerns.

15) Did you cash in any U.S. savings bonds? *YesNo

16) Did you receive any income not reported in this Organizer? *YesNo

Please attached appropriate documents. Contact at info@yjetax.com with questions or concerns.

Retirement & Other Plans

1) Did you receive any distributions from a retirement plan? (Include form(s) 1099-R) *YesNo

2) Did you rollover a retirement plan distribution into another plan? *YesNo

attached the 1099-R. Contact at info@yjetax.com with questions or concerns.

3) Did you convert a traditional IRA to a Roth IRA? *YesNo

Please attached appropriate documents. Contact at info@yjetax.com with questions or concerns.

4) Did you make a contribution to a retirement plan? (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc.)? *YesNo

Please attached appropriate documents. Contact at info@yjetax.com with questions or concerns.

5) Did you receive a distribution from an HSA, Archer MSA or Medicare Advantage MSA (Include form(s) 1099-SA) *YesNo

6) Did you make any contributions to an HSA (Health Savings Account) in 2023? *YesNo

Purchases, Sales, Gains and Losses

1) Did you receive stock from a stock bonus plan with your employer? *YesNo

2) Did you sell any real estate (other than your primary home) during the year? *YesNo

Please attached 1099-S and closing statement(s). Contact at info@yjetax.com with questions or concerns.

3) Did you purchase a rental property? *YesNo

Please attached closing statement(s). Contact at info@yjetax.com with questions or concerns.

4) Did you incur a loss because of damaged or stolen property? *YesNo

5) Did you purchase a new vehicle, aircraft or boat? *YesNo

Sales Tax Paid

Other Deductions

1) If self-employed, did you use your car on the job (other than to and from work)? *YesNo

Total MilesTotal miles driven on your vehicle in 2023.

Business milesONLY miles used for business

2) Did you work out of town for part of the year? *YesNoNot Applicable for W-2 employees unless filing a state return

3) Did you incur any travel expenses for business purposes? *YesNoOnly if self-employed unless filing a state return

4) Did you purchase a 'clean fuel' or electric hybrid vehicle in 2023? *YesNo

Make *

Model *

Purchase Price *

5) Did you install solar panels and/or make any other energy efficient improvements in 2023? *YesNo

Please attached receipts through. Contact at info@yjetax.com with questions or concerns.

6) Did you refinance a mortgage or take out a home equity loan during 2023? *YesNo

7) Did you or your spouse pay any educational expenses for yourselves or have student loan interest? *YesNo

Please attached 1098-T, 1098-E or receipts. Contact at info@yjetax.com with questions or concerns.

8) Did you make any federal or state estimated payments? *YesNo

Federal Payment DATE

Federal Payment AMOUNT

STATE Payment DATE

STATE Payment AMOUNT

9) Did you pay alimony? *YesNo

Date of Divorce

Amout of alimony

USD

10) Did you donate non-cash donations? *YesNo

Please attached receipts. Receipts must be sent for a deduction Contact at info@yjetax.com with questions or concerns.

11) Did you make a cash contribution to a charity in 2023? *YesNo

Amount

Return preparation and filing

Do you expect to owe taxes?YesNoUnsure

If you are due a refund, how do you want to receive it? *Check sent to you in the mailApply to next year's estimatesDirect deposit (please provide voided blank check if our office does not have this information)

If you owe taxes, how do you want to pay them? *Paper check sent with my returnDirect debit (please provide a voided blank check)Installment Agreement

General File Upload

Max upload 8mb

Additional Information

Tax Organizer

Please prepare and upload the following documentation to our client portal:

Please complete the secure form below; answer all questions if applicable:

Income - In 2023, did you or your spouse have any of the following:

Retirement & Other Plans

Purchases, Sales, Gains and Losses

Other Deductions

Return preparation and filing

YJE & Company, Inc.
1820 East Warm Springs, Suite 100
Las Vegas, NV 89119
Phone: (702) 476-2364

© YJE & Company, Inc. 2023

Tax Organizer

Please prepare and upload the following documentation to our client portal:

Please complete the secure form below; answer all questions if applicable:

Income - In 2023, did you or your spouse have any of the following:

Retirement & Other Plans

Purchases, Sales, Gains and Losses

Other Deductions

Return preparation and filing

YJE & Company, Inc. 1820 East Warm Springs, Suite 100 Las Vegas, NV 89119 Phone: (702) 476-2364

© YJE & Company, Inc. 2023

YJE & Company, Inc.
1820 East Warm Springs, Suite 100
Las Vegas, NV 89119
Phone: (702) 476-2364