THE TAX CUTTERY® — Tax Organizer
Secure intake · your link is single-use and tied to your file
Intake Context
Captured at first contact; shown read-only to the preparer.
What changed since last year / what's bugging you?
Any of these apply?
IRS notice or balance due
levy/garnish
deadline this week
unfiled
back taxes
audit
none
How soon do you need this?
this week
this month
this season
no rush
What you want from us
A — tax prep only
B — advisory + tax prep
Ramsey familiarity / Baby Step
Question 1
Question 2
Question 3
Upload last year's return (optional)
Filing Information
Tax year
2025
2024
2023
Filing status
Single
MFJ
MFS
HOH
QSS
Primary Taxpayer
First name
Middle name
Last name
SSN (last 4)
Date of birth
Sex
F
M
X
Occupation (1040 p.2 signature line)
Phone
Email
Spouse Information
First name
Last name
SSN (last 4)
Date of birth
Occupation
Home Address
Street
Apt / unit
City
State
ZIP
County
Address changed since last year
Dependents
Full legal name
SSN (last 4)
Date of birth
Relationship
son
daughter
father
mother
other relative
non-relative
Months in home
Lived all 12 months
U.S. citizen
Disabled
Full-time student
Childcare paid
Childcare amount
Education credit (1098-T)
+ Add Dependent
Identity Verification
Required for IRS e-file / FinCEN. Captured via the organizer token (TRAPANI).
ID type
driver_license
state_id
passport
ID number
Issuing state
Issue date
Expiration date
Identity verified
ID photo (camera capture)
Income Sources
Check all that apply — we'll only request the documents for what you select.
Income types
W-2 wages
Self-employment (1099-NEC / 1099-K)
Investment sales (1099-B)
Interest (1099-INT)
Dividends (1099-DIV)
Pension
IRA distribution (1099-R)
Rental / royalty
Partnership / S-corp / trust (K-1)
Social Security (SSA-1099)
Unemployment (1099-G)
Cryptocurrency
Home sale (1099-S)
Other 1099 income
Foreign accounts / FBAR
Alimony received
Number of businesses
Vehicle used for business
Number of rental properties
Exchanges used
Expected 1099-R count
Refund & Banking
Refund preference
direct_deposit
check
apply_next
Made estimated payments?
Bank name
Routing number
Account type
checking
savings
Account number
Submit organizer
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