This General Tax Organizer serves as a convenient document to summarize all of your important  tax related information. It includes checklists that help to determine whether you are eligible for important tax credits, summary tables for wages, interest, dividends, stock transactions, rental properties, business income, farm income and your important itemized deductions, which serve to lower your tax liability.

Many people do not fill out the entire tax organizer. Rather, they use it as a reminder of important documents to gather, a reminder of questions to ask and as a document to note changes that may have occurred from the prior tax year.