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Date: ___approval & mail pickupPersonal Tax Organizer for 2018 Tax Year RETURNING CLIENTS need not provide info. That has remained unchanged, but everyone must fill in shaded areas Spouses Name Date

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What is pick-up?

Pick-up is a report that needs to be filed to report any income or other financial transactions that are subject to reporting requirements by tax authorities.

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Individuals or entities who have income or financial transactions that meet the reporting requirements set by tax authorities are required to file pick-up.

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To fill out pick-up, individuals or entities need to gather all relevant information pertaining to their income or financial transactions and report them accurately on the designated form provided by tax authorities.

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The purpose of pick-up is to ensure that all taxable income or financial transactions are properly reported to tax authorities for the purpose of taxation compliance and transparency.

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Information such as income, financial transactions, investments, assets, and other relevant financial details must be reported on pick-up.

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