2018 Tax Organizer Kolodij Tax & Consulting Taxpayer Name * First Name Last Name Taxpayer Phone Number (###) ### #### Taxpayer Email * Spouse Name First Name Last Name Spouse Phone Number (###) ### #### Spouse Email * Current Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Did your Marital Status change during the year? Yes No Did all household members have Health insurance all 12 months? Yes No Did you move during 2018? Yes No Dependents Dependent 1 First Name Last Name Date of Birth MM DD YYYY Dependent 2 First Name Last Name Date of Birth MM DD YYYY Dependent 3 First Name Last Name Date of Birth MM DD YYYY Dependent 4 First Name Last Name Date of Birth MM DD YYYY Did any dependents not live in the home all 12 months? Yes No Were any dependents Full time Students? Yes No Can another person qualify to claim any of your dependents? Yes No Did you have any childcare expenses during the year? If yes, Please upload details to document list under "itemized deductions" Yes No General Did you make any estimated tax payments during the year? If Yes, Please list dates and amounts below Did you make any Charitable Contributions during the year? If yes, Please enter summary of Organizations, dates, and amounts here- or utilize the document list to upload under "itemized deductions" Do you have a dedicated home office? If yes, Please enter the square footage of the office as well as the square footage of your home below. If using actual expense please upload a summary of all home utilities to the document portal under "rentals" or "business" Did you Buy or Sell a Property in 2018? or is this your first year with Kolodij Tax? If so, Please upload Purchase and sale documents (HUD/ ULTA Statement) to the "Permanent" folder Yes No Any Notes or Major changes from your 2017 tax return: If you receive a refund, how would you like it utilized? If you would like it deposited to your bank account, please upload a document with your bank name, account, routing number and checking v. savings to your permanent folder in share file. Refund to my bank account Applied to 2019 Thank you!