Tax Organizers The following interactive client forms are available for DeTax clients to pre-fill online and sign in advance of the filing process: Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
CIS - Client Info SheetAll the client information you'll need to provide for a quick and timely filing of your income tax return.
1040 - IncomeIncome, Adjusted Gross Income, Payments, Simplified General Rule, Tax and Credits, and Dependent Care Expenses.
1040 - GenericMiscellaneous Income and Expenses.
Schedule A - Itemized DeductionsMedical Expenses, Taxes You Paid, Interest You Paid, Gifts to Charity, Job Expenses and Other Misc. Deductions, Form 2106, and Gambling Expenses.
Schedule B D - Interest and Dividends or Capital GainsBank Interest, Bank Dividends, and Stock Information.
Schedule C - Sole Proprietor or 1099Business Income, Business Expenses, Cost of Goods Sold, Vehicle Information, House Information.
Schedule C - 8829Housing Information and Additional Housing Information
Schedule E - Rental IncomeRents Received and Rental Expenses.
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