TAX ORGANIZER 2016

WELCOME to V Tax Filing. We're looking forward to helping you handle all your tax needs more quickly and easily.
You can now enjoy our 9 Free Value Added Services with Discounted Rates for your Tax Filing.

9 Free Value Added Services : Tax Planning, Tax Return Evaluation, IRS AUDIT Representation, ITIN Processing
for your Spouse/Dependents, FBAR/FATCA Processing, Extension Filing, City or Local Tax Preparation & Filing,
Managed Hosting Services, Back Taxes Owed.
Discounted Rate Card For Your Tax Filing:

Federal Tax Return (Form 1040) $ 20.00

Each State Tax Return $ 30.00
Schedule A (Itemized Deductions) $ 100.00
Non Resident Tax Return (Form 1040NR) $ 100.00
Non Resident Spouse Election $ 100.00
Schedule C/E/1099 Misc $ 150.00
Stock Transactions- Per Page ( Schedule D ) $ 10.00
Other Tax Plannings to reduce your Tax Liability $ 30.00
City/County Tax Return Filing FREE
ITIN & FBAR/FATCA PROCESSING FREE

Refer & Earn :

You can now save hundreds of dollars on your tax preparation bill by just recommending our services to your
friends/colleagues/neighbours for filing their tax returns with V Tax Filing. We would be pleased to honor you a
referral bonus of $10 on each paid referral.

File Your Taxes In Just 4 Simple Steps!

Please provide all required details which are applicable to you. This tax organizer helps us to analyze your current tax
position and offer the most economic, efficient and effective tax saving solution.
We thank you for your interest in availing our services. We assure you the BEST of our services at all times.

Personal Details:

Particulars Taxpayer Spouse

First Name
Middle Name
Last Name
SSN / ITIN
Date of Birth (mm/dd/yy)
Occupation
Home Number
Cell Number
Email Id
Current Address
Marital Status as on Dec
31, 2016 (Single or
Married)
Date of Marriage
(mm/dd/yy)
Visa Type as on Dec 31,
2016
Was there any change in
the Visa Status during
2016? Mention dates
Note: Please enter the name exactly as it appears on the SSN/ITIN
Residency Details:

Particulars Taxpayer Spouse

First Port of Entry Date

into US (mm/dd/yy)
No. of months stayed in
US during 2016
Will you stay in US for
more than 6 months in
2017?
(Write Yes or No)
States Resided:
Taxpayer Spouse
Tax States Resided Period of Stay States Resided Period of Stay
Year (From Date & To (From Date & To
Date) Date)
(mm/dd/yy) (mm/dd/yy)
2016
2015
2014
Note: Please enter the details for all three years. It helps us in determining your Residential Status.
Dependent Details:

Particulars Dependent 1 Dependent 2

First Name
Middle Name
Last Name
SSN / ITIN
Date of Birth (mm/dd/yy)
Relationship
(Son/Daughter/Parents
etc)
Visa Type
First Port of Entry Date
into US (mm/dd/yy)
No. of months stayed in
US during 2016

Will stay in US for more

than 6 months in 2015?
(Write Yes or No)
Note: Please enter the name exactly as it appears on the SSN/ITIN. Add columns for more dependents.

Child & Dependent Care Expenses:

Enter the below details only if Spouse is working or Full time student or Disabled. (Enter the expenses incurred for
day care / preschool / nursery)

a. Name of the Dependent for whom these expenses

were incurred
b. Name and address of the Care provider
(Institution/Person)
c. Federal ID/SSN of the Care provider
(Institution/Person)
d. Amount of Expenditure Incurred
e. Amount reimbursed by the Employer, if any

Health Coverage:

Are you and your Family members covered under Health Coverage under Federal Yes/NO
laws??? Mandatory
If not please specify for how many month it was not covered.

Bank Details: (For Direct Deposit of Refund / Auto Withdrawal of Owe Amount)
Bank Name Bank Of America
Routing Number
Account Number
 Account Type (Savings/Checking)
Account Owner Name

Employment Details:
Particulars Taxpayer Spouse
Name of the Employer
Employer Location (City,
State)
Employment Start Date
Employment End Date
Do you work at Employer
Location (or) at Client
Location?
Note: Add the same table for each employer you have worked during Tax Year (TY) 2016.

Expenses Incurred While Working on Client Project:

Taxpayer Spouse
Particulars Client Project 1 Client Project 2 Client Project 1 Client Project 2
Client Name
Address of
Client Project
Project Start
Date in US
(mm/dd/yy)
Project End
Date in US
(mm/dd/yy)
Monthly Rent
(including
utilities)
Daily Meal
Expense
Monthly
Transport
Charges (if not
using own car)
Parking and
Toll Fees, if
any paid on
Client
Locations
One-way
distance
between your
Home &
Client
Location
One-way
distance
between your
Employer
Location &
Client
Location
Expenses
incurred to
visit your
Employer
Location
Note: Project Start Date is the date you exactly commenced the project. This can be found from the Deputation
Letter/Transfer Memorandum issued by your Employer while deputing you on this project. Project End Date is the
date you completed the project. If you are still working, please write Till Date in the Project End Date. As regards
Rent, enter only the amount paid by you. Enter expenses amount only to the extent not reimbursed by your
Employer. If your Annual Pay/Wages is so structured that your Employer pays Deputation Allowance towards your
Conveyance, Meals, Lodging & Other Incidental Expenses during the period of your deputation at the Client Project
in US, then it is not permissible for you to claim the above Employee Business Expenses on your Tax Return. Any
Unreimbursed Job Related Expenses can be claimed only on Temporary Assignments (which is expected to last for
12 Months or Less). For any clarifications, you can talk to us or go through IRS Publication 463 #
http://www.irs.gov/pub/irs-pdf/p463.pdf
Vehicle Information:

Have you owned any Vehicle during the Tax Year 2016? Yes/No
Was the Vehicle used for travel to Client Locations?
If used at Client Locations - Please provide the following information:
1) Make & Model of the Vehicle
2) Purchase Date
3) Cost Price
4) Total Mileage during Tax Year 2016 (See Car Odometer)
5) One-way commuting distance between Home & Client Location
6) Sales & Excise Tax paid on the vehicle bought in Tax Year 2016

Relocation Expenses:

a) Have you moved/relocated from one CL to

another CL / EL to CL / EL to EL during the TY
2016?
b) Amount of Expense Incurred (Only for
Yourself)
Note: The moving distance between the two locations must be at least 50 Miles as per the IRS. EL stands for
Employer Location and CL stands for Client Location. Enter expenses amount only to the extent not reimbursed by
your Employer. (Enter Airfare + Transportation Charges + Onward Meals & Tips + Boarding & Lodging (up to 7
days) + Packing Charges).

Other Professional/Job Related Expenses:

(Enter only expenses incurred during 2016 to the extent not reimbursed by your Employer)

Expense Type Taxpayer Spouse

$ Amount $ Amount
a) Cost of Professional Books / Magazines/ Membership
subscriptions
b) Name of the Asset bought for work purposes and Cost (During
2016)
c) Internet Charges per month
d) Cell Phone Charges per month
e) Job Training or Higher Education Expenses
f) Employment Visa Processing Fees (including Attorney Fees)
g) Job Hunting Expenses

Other Personal Expenses:

Expense Type Taxpayer Spouse

$ Amount $ Amount
a) Medical Expenses (Read Note Below)
b) Property Taxes paid in USA / Foreign
c) Previous year State and local Income Tax Dues Paid (Provide
2015 Tax Return)
d) Amount of Home Mortgage Interest paid in USA/Foreign, Bank
Name & Address
(only Interest Amount not Principal and Provide Supporting
Document 1098 if paid in USA or any other if paid in foreign)
e) Last Year Tax Preparation Fees
f) Safe Deposit Box Rental / Margin Interest on Stocks
Charitable contributions made and Miles driven to visit the
charitable institution.
g) Name and Cost of Energy Saving Equipment Purchased (E.g.
Solar Water Heater, Boiler, Skylights, Electric Heat Pump, Natural
Gas Propane, Metal Roofing, Wooden Furnace, etc.)
h) Any other expenses not listed above
Note: If you are married and spouse was due for maternity during 2016, recollect if there was any trip made by your
parents or in-laws or (or other relative) for maternity purposes. If Yes - Please fill the Visa Processing Fees, Round
Trip Airfare Fees and Visitor Medical Insurance incurred for only ONE Person who assisted in your Spouse
maternity. You may also claim this person as Dependent on your tax return if her stay in US was more than 6 months
during 2016 and apply for her ITIN if she did not have a valid SSN.
HSA / IRA Contributions:

Expense Type Taxpayer Spouse

$ Amount $ Amount
a) Contributions to HSA (Health Savings Account) - Provide
Supporting Document
b) Contributions to Traditional IRA (Individual Retirement
Account) (This is not 401K or Roth IRA) Provide Supporting
Document

Education Expenses:

Expense Type Taxpayer Spouse

$ Amount $ Amount
c) Student Loan Interest Paid in US - Provide Form 1098-E
d) Tuition Fees Paid in US - Provide Form 1098-T
Sale & Purchase of Stocks (ISOs, ESPPs, & Securities)

Purchase Details Sale Details

Date Stock Quantit Rate per Total = Qty * Date Stock Quantit Rate per
Purchased Description y Unit Rate Sold Description y Unit

First Time Home Buyer Credit:

Did you claim any First Time Home Buyer Credit on 2008 return? If yes, please
mention the amount you claimed. Some taxpayers are required to repay the credit
claimed in 15 tax years.

Rental Income (If Any):

Particulars Details
a. Property Type? (Residential/Commercial)
b. Location/Address
c. Specify the following:
a. No. of months rented in year 2016
b. No. of months you used for personal purpose
d. Property is owned by (Taxpayer/Spouse/Joint)
e. Date this property was purchased (mm/dd/yy)
f. Cost of the property
g. Rental Income received
h. Rental Expenses incurred to earn Rent, if any

Foreign Income & Expenses (If Any):

Particulars Salary Income Dividend Interest Rental Income

Income Income
a. Amount of Foreign Income
b. Foreign Taxes (if any) Paid/withheld

FBAR/FATCA:

Particulars Taxpayer (Yes/No) Spouse (Yes/No)

Did you have more than $10,000 in your Foreign
Accounts at any time during the Tax Year 2016?
Did you have more than $50,000 in your Foreign
Accounts at any time during the Tax Year 2016?
Note: If the aggregate of your Bank Accounts/Securities Accounts/Other Financial Accounts exceeded $10,000 at any
time during the tax year 2016 you have to file FBAR and if it exceeds $50000 you have to file FATCA.
Please Upload or Email the Following Tax Documents if you have any:

Form W2 / W2C
Last Year Federal & State Tax Return (mandatory)
All 1099 Documents like 1099 Int, 1099 Div, 1099B, 1099Misc, 1099G,1099R
Foreign Tax Certificate (If you have any foreign Income)
Form 1095-A/1095-B/1095-C (Health Coverage)

NOTES TO TAX CONSULTANT: If you want to mention any other points which are not described above, please
mention here:

Refer Your Friends/Colleagues:

We request you to kindly refer any of your friends/colleagues/relatives and. We would be pleased to honor you with a
Referral Bonus @ $10 per referral. Please enter their Names & Contact Details below.

Name of your Friend/Colleague Email Id Contact Number

Dear Taxpayer -
Once again thank you very much for investing your time in filling this tax document. We will estimate your tax returns
and share you the draft copy of your tax returns for your review in next 24 hours. Appreciate your patience until such
time.