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Client Tax Organizer
Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided.1. Personal Information
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What is are you self-employed or?
Self-employed refers to individuals who work for themselves and are not employed by another person or company.
Who is required to file are you self-employed or?
Individuals who have self-employment income of $400 or more are required to file are you self-employed or.
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To fill out are you self-employed or, you will need to provide details of your self-employment income, expenses, and deductions.
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The purpose of are you self-employed or is to report and pay self-employment taxes on your income earned from self-employment.
What information must be reported on are you self-employed or?
You must report your self-employment income, expenses related to your self-employment, and any deductions you are eligible for.
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