Get 2013 Client Organizer .pdf - Vkd Cpa

This guide provides a professional overview of how to effectively complete the 2013 CLIENT ORGANIZER .pdf - VKD CPA online. Whether you are a seasoned user or unfamiliar with tax preparation documents, this step-by-step approach will support you in providing the necessary information accurately.

Follow the steps to successfully complete your tax organizer.

1. Press the ‘Get Form’ button to access the document and open it in the editor of your choice.
2. Begin with the basic taxpayer information section. Enter your first name, middle initial, suffix (if applicable), and last name. Provide your Social Security number and occupation. Indicate your date of birth and check applicable boxes for disability and blindness status, as well as if you are a dependent of another person.
3. Fill in the address section including street, apartment number (if applicable), city, state, and ZIP code. If you live in a foreign country, include the foreign province and postal code. Provide contact information by entering your home, work, and cell phone numbers, along with your email address.
4. Select your filing status from the options provided (single, married filing joint, married filing separate, head of household, or qualifying widower).
5. For dependent information, fill out the details for each dependent, including their first name, last name, Social Security number, relationship to you, duration in your home (in months), date of birth, and whether they are disabled or a full-time student.
6. Proceed to the wages and salaries section. List each employer's name, total wages earned, and federal and state tax withheld for each job you held during the tax year.
7. Continue with pensions and IRAs. Provide the payer's name alongside the gross and taxable distributions received, as well as any federal taxes withheld.
8. Complete the attestation and signature section by signing and dating the form to confirm that all information is correct and complete.
9. Answer the general questions regarding changes in marital status, dependent information, and other relevant tax-related inquiries. Provide documentation if applicable.
10. Lastly, review all provided information, make any necessary changes, and save your completed document. You can download, print, or share the form as needed.

Begin completing your documents online for a smooth tax preparation process.