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2020 Client Organizer

Required information for Preparation of Individual Tax Returns For 2020


This list is to provide a guideline” for items that we will review and utilize for the preparation of your personal taxes for this year.  Any additional information you feel may impact your return, please notate and include with your information

If it is the first year Bausch & Associates is preparing your return, please bring your previous years Federal and State Returns.


“Corona Virus Aid, relief & Economic Security Act”

  • Did you receive and economic impact payment
    • If so, how much?
  • Did your business have any PPP loan amounts forgiven?
  • Did you receive a distribution from your retirement plan because of COVID?

Income Items

  1. Current Year W2’s and/or 1099 income for all jobs
  2. 1099R for pensions and IRA distributions
  3. Interest income from banks, Credit unions, Life Insurance Policies. etc
  4. Dividend income
  5. Did you sell any stocks or bonds? (This includes non-qualified stock options)
  6. Purchase date and price
  7. Sale date and price
  8. State of Georgia and/or other state refunds
  9. Rental Property Income and expense total
    1. Categorize expenses and total each category
                  (such as cell phone, office supplies, advertising, travel, meals, etc.)
    2. Purchases/Goods for the production of business
    3. List and Date equipment separately
                   (such as faxes, copiers, computers, computer software, etc.)
    4. Business mileage-total by month
  10. Social Security 1099 (if you are receiving benefits)
  11. Gambling Proceeds 1099 and loss statement
  12. Scholarships and grants
  13. Other Income, i.e.
         Proceeds from lawsuits
         Debt forgiveness-credit cards, mortgage debt relief
  14. IRS notices /State notices


Tax Items


  1. Estimated federal and state tax payments made for the year.  Please provide a written record or your canceled checks.
  2. Deductible and nondeductible IRA contributions
  3. Roth IRA contributions
  4. Moving expenses
  5.  Dependent Care Expenses
  6. Student Loan Interest
  7. Expenses for elementary and secondary school teachers
  8. Distributions from Individual Retirement Plans for charitable purposes
  9. Contributions/Distributions from HSA’s



  1. Medical expenses incurred, i.e. (from your pocket)
         *Health Insurance & expenses (don’t forget chiropractic and eye care)
         *Dental Insurance & expenses
         *Long-term Care- medical insurance
         *Mileage connected with all forms of health care (break down by month)
         *Lab fees, X-Rays, other medical tests
         *Medical Equipment-prescribed & rented
    *Total for each category
    *Include the 1095 A, B, or C
  2. Taxes
         Property taxes 
         Ad valorem Tax
         Any other property taxes
         Sales Tax on 2016 purchases (please total receipts)
         Sales Tax on purchase of Vehicles, boats, RV’s etc.
         Sales Tax on Qualified Motor
         Bill of Sale - Title Ad Valorem Tax
  3. Mortgage Interest
         Mortgage interest (first and second)
         Settlement statements for new or refinanced mortgages
         Settlement statements for sale of home (when it was purchased and sold)
         Deduction for home mortgage insurance premiums.
  4. Cash contributions to any organization
         Church/religious organizations
         Children welfare programs
         Girl Scout cookies and similar contributions
         Animal & Wildlife Welfare programs
         Volunteer expenses: Mileage, Uniforms for Hospital Volunteers, etc.
  5. Non cash contributions, i.e. (please provide values)
         Items donated to food pantries
         Household items

Higher Education Expenses & Credits

  1. Qualified Tuition Payments
         (We must have the 1098-T in order to take the credit and the transcript of the students account.
    Books/computer purchases
  1. For American Opportunity Credit---
         books and other supplies are not required to
         be purchase from the educational institution.           
  2.  For the Life Time Learning Credit---
         books and other supplies must be purchased
         from the educational institution in orderto be included in the educational credit.

Energy Credits

  1. Residential Energy Efficient Property Credit
    1. Solar water heating
    2. Solar electric power
    3. Small wind systems
    4. Geothermal heat pumps
    5. Fuel cell
  2. Non business Energy Credit
    1. Building Envelope Components
      1. Doors
      2. Windows
      3. insulations
      4. Roofs
      5. Heating & air conditioning

Taxpayer Responsibilities

You agree to provide us all income and deductible expense information.  If you receive additional information after we begin working on your return, you will contact us immediately to ensure your completed tax returns contain all relevant information.  Further, you must be able to provide written records of all items included on your return if audited by either the IRS or State Tax Authority.