New Client Organizer

Welcome to Tax Tyme! Fill out this organizer and bring (or upload to our client portal) the documents for every item you check. Skip anything that doesn't apply. It takes about 15 minutes.

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Tax year

Tax year *

1 About you

2 Address & where you lived and worked

Ohio cities and school districts have their own income taxes.

Home address *Apt #City *State *ZIP *School district you live inCounty

Lived at this address all year?

Yes No

If no: previous address & move dateEvery city/village you LIVED in this yearEvery city/village you WORKED in this year

Can someone else claim you (or your spouse) as a dependent?

Yes No

3 Dependents (children or others you support)

Children born 2025 - 2028 may qualify for a new "Trump account" with a $1,000 government deposit. Ask us.

Full name	Social Security #	Date of birth	Relationship	Months with you	Student?	Disabled?

Paid for child or dependent care?

No Yes

Any child born 2025 - 2028?

No Yes

Child care providers: name, address, tax ID and amount you paid

4 Income

Self-employed or rental income? Please also complete our Self-Employed or Rental Property organizer.

5 Expenses, deductions & credits

New car loan interest: bring the loan statement and the vehicle's VIN. Online purchases with no Ohio sales tax may owe Ohio use tax.

6 Other questions

7 Your refund & our fee

8 Signature

I confirm the information on this form is true and complete to the best of my knowledge. I will give Tax Tyme all the documents needed to prepare my return, and I understand that I am responsible for the accuracy of my tax return. *Your signature (type your full name) *Date *Spouse's signature (type full name, if filing jointly)Date

Fields marked * are required.

New Client Organizer

You (taxpayer)

Spouse (if married)

Estimated tax payments you made for this year