1. Basic Questions about last year. Did you have cryptocurrency, get married, sell property etc.
2. An area for there current year contact information
3. Dependent information
4. Last year information should be listed for all income and expense fields
5. Income fields
6. Schedule A fields; Property taxes, Mortgage insurance, chartable contributions etc.
7. Day Care Expenses field
8. Schedule C; Income and Expenses
9. Business Use of Home
10. Auto/Mileage
11. Schedule E; Rental Income and Expenses etc.
13. Schedule D.
12. Blank area they can fill in with additional information or questions. etc. etc.
Anything that they can have on a tax return should be available on the organizer.
It should populate based on what they had last year. If they don't have a schedule C then the schedule C information shouldn't show up on there organizer. We also should have the ability to print a blank organizer.
