Organizer Resources
to support the tax filing process
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Self-employed Resources
If you are self-employed, here are some resources to help with the income and expense organizer questions. (If you’re not, skip ahead to ‘current year’ resources):
Use thiS Guide to help clarify what goes into each expense category of your organizer:
*Note that DMV Vehicle License Fee included with vehicle business mileage is only part of the registration amount you paid (example):
You can also go here to look up the license fee portion online if you don’t have your bill
You may also want to use our spreadsheet tool to organizer your numbers:
The Biz Records Tool is a great resource if you don’t yet keep business records and need the support of an epic spreadsheet tool to piece together your income, expense, and mileage totals from your bank statements or other various sources. This $33 tool comes with a video tutorial to walk you through putting it to use.
Issuing FORM 1099
If you paid anyone $600 or more during the year to help you with your business, you need to issue them a Form 1099-NEC
Current Year Resources
Any of the following may be relevant and helpful for the completion of your current year organizer:
health insurance
If you had health insurance through the marketplace, you received Form 1095A. If so, make sure to upload it to your organizer. Your tax return will be rejected without it.
If you received a Form 1095-A and are a resident of California, you also received Form FTB 3895. We will need a copy of that as well.
digital currency
If you traded or sole digital currency, we need Form 8949 to report a summary of the activity. Please use TaxBit to create an account, sync your exchange platform(s), and download a PDF version of this form to provide to us via your organizer. TaxBit is free for the current tax year and for most major exchange platforms. They may charge $50 for rarer platforms or past years.
Past Years Resources
Some prior years have special considerations we need to take into account. If you are filing for any of the following years, you may find these resources helpful:
2020 Tax Returns
ECONOMIC IMPACT PAYMENTS 1 & 2
You should have received 2 stimulus payments in 2020, one was likely for $1200 and the other was likely for $600. If you did not, we may be able to recover them on your 2020 tax return, but you’ll need to make an online account first to confirm the IRS doesn’t have a record of having already sent them to you.
2021 Tax Returns
ECONOMIC IMPACT PAYMENT 3
You should have received a 3rd stimulus payment in 2021, that was likely for $1400. If you did not, we may be able to recover it on your 2021 tax return, but you’ll need to first confirm the IRS doesn’t have a record of having already sent it to you.
You may have received IRS Letter 6475 showing how much the IRS thinks they sent you, in which case you don’t need to create an online account. Just let us know what amount that letter shows. If you did not receive the letter, and do not believe you received it, go here to confirm:
advanced child tax credit
If you claimed a dependent on your 2020 tax return, you were likely sent Advanced Child Tax Credit payments in 2021. If you are claiming a dependent for 2021, we need to know whether you received these A CTC payments, and how much you got in total. If you’re not sure, we may need you to create an online IRS account to check what they have in their records.
You may have received IRS Letter 6419 showing how much the IRS thinks they sent you, in which case you don’t need to create an online account. Just let us know what amount that letter shows. Otherwise, go here to confirm: