Annual Tax Information Organizers

Fillable Adobe PDF

For Individual Form 1040 & Schedules

• Form 1040 - Individual Income Tax Organizer (PDF)
• Form 1040 - Sch A - Itemized Deduction Organizer (PDF)
• Form 1040 - Sch C - Self-Employed Business Organizer (PDF)
• Form 1040 - Sch E - Rental Real Estate (or Royalty) Organizer (PDF)
• Form 1040 - Sch F - Profit or Loss from Farming Activities Organizer (PDF)

For Pass-Through Business Entities, Tax Exempt Organizations, Estates & Trusts

• Form 1120S - S Corporation Organizer (PDF)
• Form 1065 - Partnership Organizer (PDF)
• Form 1041 - Trust-Estate Organizer (PDF)

Other Specialized Organizers

• Form 1040NR - Nonresident Alien Income Tax Organizer (PDF)
• New Business Entity Organizer (LLC or Corporation) (PDF)

Excel Spreadsheet Downloads

For Individual Form 1040 & Schedules

• Form 1040 - Individual Income Tax Organizer (Excel Spreadsheet)
• Form 1040 - Sch A - Itemized Deduction Organizer (Excel Spreadsheet)
• Form 1040 - Sch C - Self-Employed Business Organizer (Excel Spreadsheet)
• Form 1040 - Sch E - Rental Real Estate (or Royalty) Organizer (Excel Spreadsheet)
• Form 1040 - Sch F - Profit or Loss from Farming Activities Organizer (Excel Spreadsheet)

For Pass-Through Business Entities, Tax Exempt Organizations, Estates & Trusts

• Form 1120S - S Corporation Organizer (Excel Spreadsheet)
• Form 1065 - Partnership Organizer (Excel Spreadsheet)
• Form 1041 - Trust-Estate Organizer (Excel Spreadsheet)

Other Specialized Organizers

• New Business Entity Organizer (LLC or Corporation) (Excel Spreadsheet)