2010 Tax Organizer
golden state tax & business service
6520 Lonetree Blvd, rocklin, ca 95765
(916) 784-1232 â?¢ (916) 784-0346 fax â?¢ goldenstatetax.com
Income Worksheet
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Name____________________
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Tax Year ______
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W-2â??s, Pensions or IRAâ??s (Enclose All Copies)
Other Items to Send:
Sole Proprietors: Use Schedule C worksheet or send detailed list of your income and expenses.
Rental Income â?? Use Rental Income Worksheet
Partnerships / Trusts or S-Corporations â?? Enclose all K1â??s
Sale of Real Estate â?? Closing Statements (for both purchase and sale)
Any other related documents you believe we may need.
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Taxpayer
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Spouse
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Amount
Taxpayer
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Amount
Spouse
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State Tax Refunds
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Social Security
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Unemployment
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RR Benefits
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Interest and Dividends â?? Please provide statements if possible
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Interest
Name of Payer
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Amount
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Type of Interest / Notes
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Dividends
Name of Payer
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Div Amount
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Capital Gains
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Foreign Tax Paid
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Other
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Capital Gains:
Sale of Stock or Property(provide closing statements)
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Description of Property
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Date Acquired
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Date Sold
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Sales Price
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Cost / Basis
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(please note we can input multiple sales directly to our software if you can provide us with an Excel spreadsheet file)
Miscellaneous Income
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Jury Duty
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Alimony Received
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Gambling Winnings
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Name & Soc #
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Scholarship Received
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Bad Debt Relief
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Royalties
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Other: ____________________
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Please call if you need assistance.
12/31/2010
