Discussion:Tax interview guide
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Discussion Forum Index --> Tax Questions --> Tax interview guide
| 27 January 2006 | |
| I'm looking for a good guide to questions to ask during a interview. Preferably some kind of template, etc. Anyone know a good one or use a good one? Thanks. | |
| 27 January 2006 | |
| Did you receive any of the following forms?:
W-2 1099 Misc 1099 Int or div 1099 Misc Any other taxable income? Did you sell? A house, Rental property, stocks, business property? Did you itemized last year? Did you have a home mortgage or paid medical expenses? Did you sent prepayments to the IRS? Did you contributed to a retirement plan? | |
| 28 January 2006 | |
| If you use ProSeries, they have a tax organizer that is very indepth and you can use that as a template and modify it to suite your needs. | |
Inagpurwala (talk|edits) said: | 28 January 2006 |
| You may check it out in TurboTax Basic or ProSeries Basic. They have simple check list. From there you can build your own as you need them in Excel. | |
| 31 January 2006 | |
| TLF please if you can tell me where in proseries basic I can get the tax organizer, I have look and look, but I have not been able to find it. | |
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