Helpful Steps in Collecting Your Tax Information

1. Collect your personal data and complete our tax organizer that you should have received via email or download the Tax Organizer here. If you are a new client, we will need a copy of your prior year's tax returns. We will review your returns for any missed deductions or any carryover amounts. We may be able to amend and save you some tax dollars.

• Completing the organizer may trigger additional deductions that you may not have been eligible to take in prior years.

2. Collect your Income information.
We require all of the originals or copies of the originals listed below as these forms contain important information. Since the forms are provided you do not need to fill in the amounts on the organizer.

• W2's
• W2G's (gambling income, unemployment income)
• SSA-1099's or RRB-1099's (Social Security & Railroad Retirement Statements)
• 1095-A, B or C (related to your healthcare information)
• 1099-INT (interest)
• 1099-DIV (dividends)
• 1099-MISC
• 1099-B (proceeds from broker or barter transactions)
• 1099-R (pensions and IRA distributions)
• Schedule K-1's
• Closing or settlement statement if you bought or sold real estate
• 1099-B (stock or fund sales) if the 1099-B does not contain purchase information, you may need to contact your broker for the cost/basis and date of purchase of the stocks.
• 1098 Mortgage Interest statement
• Form 8962 (If you received a subsidy for your health insurance, we must have a copy of your Form 8962 in order to file your taxes. These are generally sent in early January. If you do not receive your statement by the end of January, call the marketplace or go online to see if you can download a copy of your Form 8962. Visit www.healthcare.gov)
• Property Tax Bills
• Student Loan interest statements, and 1098-T Tuition statements

3. Collect your Personal Deductions.
The Itemized deductions section on our tax organizer is a guide to help you gather your itemized deductions. We require the 1098 Mortgage Interest statement, as ID #'s are needed in the preparation of your return, Property Tax bills, which can be obtained online in most counties, Student Loan interest statements, and 1098-T Tuition statements.

If you are an employee and receive a W2, please fill in the Miscellaneous Itemized Deductions section if you incur expenses during the year and are not reimbursed. Please use the appropriate sections on the organizer for the Vehicle expenses, the Travel expenses and expenses related to the Business Use of your Home, if these are applicable to you as an employee.

4. Collect your Business Information.
If you own your own business, you have several options: QuickBooks and Quicken users can provide a backup of the file, provide an excel spreadsheet of your income and expenses, or provide a printout of the income and expenses you have compiled. If you would like us to compile your income and expense information, we will need all of the bank and credit card statements and your check register. The Self Employed section on the organizer is an excellent guide for items and questions that need to be addressed when completing the Business portion of your return. You do not need to copy your data to the worksheet, if you are providing backup files, excel spreadsheets or your printouts.

Please use the appropriate sections on the organizer for the Vehicle expenses, the Travel expenses and expenses related to the Business Use of your Home.

If you have rental property, use the Rental Income & Expense section on the organizer to help list all of the income and necessary deductions.

5. Collect other pertinent information.
Other items required if applicable are:

• Child Care Provider information
• Bankruptcy or divorce papers
• IRA year end statements
• Records of estimated taxes paid
• Adoption costs
• General Excise or Sales Tax Paid on large purchases (boats, R.V.'s, vehicles)

6. Fax, Email, Drop Off or Mail Your Information:
Fax: 808/442-1000
Email: info@pbsmauicpa.com
Drop off: 40 Kupaoa Street, Suite 104, Makawao, Hawaii 96768

Mail: 40 Kupaoa Street, Suite 104, Makawao, HI 96768

We strongly urge you to provide us with your tax information as soon as possible. While we will make every attempt to complete all tax returns with information received before the deadline, if we do not receive your tax information by March 1, we cannot guarantee completion of your returns by the April deadline. We will then need to file an extension for an additional charge.