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Partnership Tax Organizer
   Tax Organizers are documents we provide to assist you in gathering and preparing information and documents
that are required to properly prepare a tax return.  The organizer is designed to help identify special needs,
major changes, and new items which may effect the tax return.

   Use the organizer as a road map for gathering information so that you are less likely to omit important 
information.  As noted in the instructions, you are requested to attached all source documents such as 1099's, 
K-1's, etc.  You will get back your original documents as we make copies of these source documents
 for our files.  We review these documents carefully for accurate input into the tax program.

   For all clients, the last page of the document is titled "Additional Information".  If you can not find any other 
place to include information, if you need more room for an explanation, or have a question not addressed 
elsewhere, enter it here.

   For all clients, this is intended to be a comprehensive list.  As such, some of the items may not apply.
As you review these items, if the "jargon" or the circumstances seem familiar, then make a note so that we can
discuss the matter.  The issues noted will help identify tax matters that need to be addressed currently and
prospectively.

   For your convenience, we have included a blank organizer as a file you can download to your computer so that
you can print out a hard copy.  The downloadable file is "BT&A 4  Partnership Tax Organizer.pdf" 

Document
Please Click here For BT&A 4 Partnership Tax Organizer.pdf

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Home | Services and Profile
Individual Tax Due Dates | Individual Tax Organizer | Bucket Theory Budget
Business Tax Due Dates | Corporate Tax Organizer
Fiduciary Tax Organizer | Partrnership Tax Organizer
Calendar | Business Expenses | Self Employment Tax
Hire A Bookeeper | Altar Of Truth | Talk to Us

Chris Peterman, CPA
4833 Spicewood Springs Road Suite 203 Austin, Texas 78759
512-322-2000 ~ fax 349-7255 ~ cell 970-3771
chris@gidibici.com