Top 10 things to remember when organizing your tax information.

The more organized you are, the more efficient we can be. Start early and remember these tips.

1. Organize and summarize your data. Group receipts and checks for business expenses and itemized deductions, and summarize by category.



2. Provide all your information. Include all 1099s and W2 forms. Tell us about changes in sources of income and deductions. Dont forget info on mortgage interest and real estate taxes. Provide cancelled checks and receipts for charitable contributions over $250.



3. Avoid co-mingling information. Keep information for each rental property separate; dont combine business expenses with itemized deductions.



4. Do you have investments? We need sales information, original purchase date and cost, and dividend reinvestment information if you sold stocks, bonds or mutual funds. To prepare your intangible tax return we need your December 31 broker statements.



5. Did you make IRA contributions? Inform us. We also need to know about IRA or pension rollovers or distributions.



6. Did you change your business auto? Provide information about usage, purchase or sale, supported by invoices and leases.



7. Do you have children? Tell us the children's names and social security numbers, and any care providers names, addresses, federal ID or social security numbers, and amounts paid.



8. Did you make estimated tax payments? Provide copies of cancelled checks.



9. Do you have household employees? Provide copies of payroll tax returns and W2s.



10. Did you sell your home? Give us the closing statement. Tell us your original cost, acquisition date and improvements.