XP Tax Services - Text Organizer
Home | News | Contact
	How to Use This		Copy and Paste each section into an e-mail and provide the requested information. If you have an Excel spreadsheet of the information, then you can attach those but please mention that on the appropriate item.
	Personal Information		We need the following information: Dates of arrival in foreign country & date residence in foreign country began Type of living quarters in foreign country: Purchased house Rented house or apartment Rented Room Quarters furnished by Employer Date of anticipated return to US, if any Did any of your family live with you? Y N If Y, then who and for what period? Did you submit statement to foreign country that you are not a resident? Y N Are you required to pay income tax in foreign country of residence? Y N For all trips or presence in US during tax year, state: Date arrived in US Date left US Number of days in US on business Income Earned in US on business For all trips outside Foreign Country of residence, state: Name of Country Date Arrived Date Left Full days present in country Each Family member: Name Address Telephone numbers U.S. Social Security Number (if possible attach a legible digital photo of SSN card) Passport Number, Country of Origin/Citizenship, Expiration Date (if possible attach a legible digital photo of main page of passport) Type of VISA for stay in foreign country Does VISA limit stay in foreign Country? Y N Driver's License Number, State/Country of Issuance, Expiration Date Birthday (mm/dd/yyyy) Relationship Marital Status Full time Student or not Does dependent have earnings? How much? How many months did dependent live in your home? Can taxpayer, spouse or dependents be claimed as dependent by another person? Y N If Y, then who and what is their Social Security Number? Marital Status (Married, Single, Legally Separated, Widowed - when) If separated, did you and spouse live together at any time during year? Y N If Y, dates you were living together: Mailing address (in English) Telephone number with country & city code Miscellaneous information Blind Disabled Do you maintain a home in US while living abroad? Y N If Y, then address of home in US, whether rented and names of occupants, and their relationship to you Maintain 2nd foreign home due to conditions at tax home? Y N If above is Y, then city & country of separate foreign residence; days spent there Tax homes during tax year & dates established Are you claiming the foreign housing exclusion or deduction? Y N If yes, then: Housing expenses: Location of housing Number of days within this tax year (Jan 1, to Dec 31) Employer provided amounts Do you have a housing deduction carryover from the prior year? How much? If you are not claiming the foreign earned income exclusion or the foreign housing allowance, are you claiming the Earned Income Tax Credit? Y N If Y, are you required to file form 8862, (after disallowance of EITC in prior year)?
	Income Information		Income Wage statements - if in foreign language, a translation of the monetary entries Employer Name Employer's US Address, if any Employer's Foreign Address Employer Description: Foreign entity US Company Self Foreign Affiliate of US Company Other: Specify Form 2555 or 2555EZ (foreign earned income) Last time since 1981 that you filed IRS form 2555 or 2555EZ? Year: Ever revoked the exclusions? Y N Which year: Employer paid housing information (local cost) Pension or retirement income State refund amount (or other tax refund) Social Security and/or unemployment income Alimony paid or received Commissions received and/or paid Lottery and/or gambling winnings and losses Other income (royalties, ?, etc.) Interest received (Bank accounts, CDs, Bonds, Mortgages, Other Loans) For each source: Name of payor Address of payor Tax ID, if US Payor Amount Tax Withheld, if any Dividends received For each source Name of payor Address of payor Tax ID, if US Payor Amount Tax Withheld, if any Sales of stocks and/or bonds For each source: Name of payor Address of payor Tax ID, if US Payor Amount Tax Withheld, if any Date of Purchase Cost Basis Date of Sale Proceeds Commissions paid at either purchase and/or sale Self-employed income? Y N If Yes, include next section and required information
	Self-employed business income and expenses		Self-employed business income and expenses Type of Business & Name of your profession Form of Business: Sole Proprietorship Partnership LLP Corporation LLC If Partnership, then list names, addresses of partners & types of income Income Income from operations Returns & Allowances Interest Income Investment Income Non-cash Income Housing, meals, car or other property or facility provided Other Income Expenses Advertising Car & Truck Expenses Commissions & Fees paid Contract Labor Depletion Depreciation & section 179 Expense Deduction Employee Benefit Programs (Not Insurance (Not health) Interest Mortgage Other Legal & Professional Services (Accounting, Legal, tax preparation, etc.) Office Expense Pension & Profit Sharing Plans Rent or Lease Expenses Vehicles, Machines or Equipment Other business Property Repairs & Maintenance Supplies (not related to Cost of Goods Sold) Taxes & Licenses Travel, Meals & Entertainment Travel Meals & Entertainment Utilities (Electricity, Gas, Telephone, Cable, Satellite) Wages Paid Allowances, reimbursements or expenses paid on your behalf Cost of living & overseas differential Family Education Home leave Quarters Meals Other Other Expenses Cost of Goods Sold Method used to value closing inventory (circle) Cost Lower of Cost or Market, Other (explain) Any change in determining quantities, costs, or valuation between last year & this year? Y N If yes, explain: Inventory at Beginning of Year (if different from prior year's ending inventory, explain) Purchases less cost of items withdrawn for personal use Cost of labor (not your labor) Materials & Supplies Other Costs Inventory at end of year Vehicle Use Year, Make, Model of Vehicle Date place in service (turned into business use or purchased) Cost of vehicle Total miles driven Business miles driven Commuting miles driven Personal miles driven Do you have another vehicle available for personal use? Y N Was your vehicle available for personal use during off-duty hours? Y N Do you have evidence to support your deduction? Y N Is evidence written? Y N Other expenses:
	Rental Real Estate		Rental Real Estate income and expenses Properties Type (residential, commercial, other) Address Whether each property was used by family members for more than 14 days or 10% of total rented days For each property: Income Rental Income Royalties Received Vending Income Expenses Advertising Auto & travel Cleaning & maintenance Commissions Insurance Legal & other Professional services Management fees Mortgage Interest Other Interest Repairs Supplies Taxes Utilities Other expenses Depreciation Expense Date Acquired Cost of property including commissions Cost and date of improvements to property Date and amount of casualty damage to property Depreciation schedule of associated personal property
	Special Issues for Foreign Based Taxpayers		Foreign Based Taxpayers Foreign based taxpayers must report additional information: Do you own an interest in a foreign bank or financial account? Y N If Y, please advise: Number of Foreign Financial Accounts For each account: Name of account holder Type of ownership (Taxpayer, Spouse, Joint Taxpayer & Spouse, Dependent, Other) Value of account: Under $10,000, $10,000 to $99,999, $100,000 to $1,000,000, Over $1,000,000 Name of Financial Institution Type of Financial Institution (Bank, Securities Account, Other) Address Do you own an interest in a foreign trust? Y N If Y, please contact us to provide the information for form 3520 and/or form 3520A Have you own transferred US property to a foreign partnership? Y N If Y, then contact us for required information for filing form 8865O for each partnership. Foreign Corporation Ownership or Control Do you own an interest in a foreign corporation? Y N If Y, then contact us for required information for filing forms 5471 and/or 5472 (Information Return for 25% controlled corporation) for each corporation. Have you own transferred US property to a foreign corporation? Y N If Y, then contact us for required information for filing form 926 for each corporation. Do you own an interest in a Passive Foreign Investment Company or Qualified Electing Fund? Y N If Y, then contact us for required information for filing form 8621 for such organizations. Do you own an interest in a foreign disregarded entity (LLC, Partnership, trusts, others)? Y N If Y, then contact us for required information for filing form 8858 for such entities. Do you own an interest in a foreign partnership? Y N If Y, then contact us for required information for filing form 8865 for such entities. Have you renounced your US citizenship? Y N If Y, when did you renounce your citizenship? Year: (_____) Are you required to file form 8854? Y N If Y, then please contact us for required information for filing form 8854
	Expense & Deduction Information		Expenses & Deductions Estimated taxes paid Foreign Taxes paid Record of purchase or sale of real estate Medical and dental expenses Real estate and personal property taxes Cash and non-cash charitable donations Mortgage or home equity loan interest paid Unreimbursed employment-related expenses Education expenses from prior years' returns Job-related educational expenses Childcare expenses and provider information
	Miscellaneous Information		Miscellaneous If you have recently left the US, these may apply to you: Casualty or Theft losses Household Employment Taxes (for US household employees) Sale of principal residence Sale of investment real estate or other assets Telephone Excise Tax Refund Contact us for the information you need to provide if these apply to you. Other Miscellaneous: IRA, KEOGH contributions IRA, KEOGH early withdrawals Tax-Free redemptions of government bonds for education
	Payment Information		We accept payment through PayPalTM. Fees will include courier transport (FedEx, DHL, or other as you prefer and time allows) of finished returns to you. If using a credit card, then include: Name on Account Type (VISA, Master Card, Discover, American Express or E-check) Number (card number for credit cards; or routing & account numbers for checks) Security Code for credit card Expiration Date Please note that if all required information is not received prior to May 15, we reserve the right to file an automatic extension for you. NOTE: Any taxes due must be paid by April 15, even if your return is not due until June 15 or later.
XP Tax Services XPTaxPrep@yahoo.com Home | FAQs | Links | News © 2007 XP Tax Services. All Rights Reserved.