Our Tax Organizer Data Sheet Makes Gathering Your Tax Information Even Easier

The Data Sheet will help determine how various tax laws impact your personal tax situation. The Data Sheet includes a list of questions with most being a simple yes or no answer. After completing the questionnaire, please complete any applicable information on page five. Finally, please take a look at the “Six Easy Steps to Compile Your Tax Data” on page four and review the checklist, which will help you determine what type of documentation you will need to include with the Data Sheet.

The Tax Data Sheet is fillable, so it can be (1) downloaded, saved, completed on your computer, and uploaded to our secure client portal or (2) printed and completed.

For Individual Taxpayers

Tax Transcripts

You can get a copy of your tax transcript online or by mail directly from the IRS. Your online request will require you to submit your SSN. Via mail you will need your SSN plus your may need to submit your Individual Tax Identification Number (ITIN).


Refunds and Payments

Where's My Refund?

You can check the status of your refund online within 24 hours after the IRS receives your e-filed return or 4 weeks after mailing your paper return. If you’re not sure about how to access this information or have any questions regarding your refund filed by Kakenmaster & Associates you can contact us at any time.

View Tax Account

Get your payoff amount, the balance for each tax year for which you owe, and up to 18 months of your payment history directly from the IRS website.

Direct Pay

You can set up payment for your tax bill directly from your checking or savings account or through the IRS2Go mobile app.

Online Payment Agreement

The IRS offers an installment payment option for your tax bill. You can find out if you’re eligible to make payment arrangements on the amount of tax you owe if you can’t afford to pay all of it at once.

Offer in Compromise Pre-Qualifier

You may be eligible to apply for an Offer in Compromise, where you can settle on an amount that is less than the full amount of tax that you owe.


Credits and Deductions

Earned Income Tax Credit

You can find out if you’re eligible and estimate the amount of your Earned Income Tax Credit through the IRS website’s Earned Income Tax Credit Assistant.

Exempt Organizations Select

Access the Check Search tool for a charity or non-profit organization and find out if it’s eligible to receive tax-deductible contributions.

First Time Homebuyer Credit (FTHBC) Account Look-up 

You can check your First Time Homebuyer Credit account balance and payment history online.

Calculators

Tax Withholding

Estimate the amount that should be withheld from your paycheck for federal income tax purposes.

Sales Tax

Determine the amount of optional state and local sales tax you can claim on Schedule A of Form 1040, U.S. Individual Income Tax Return.

For Businesses

Employer Identification Number (EIN)

If you own a business or provide services as a sub-contractor or freelancer you will need an employer identification number, or EIN. We’ve also included a few useful links here:

Do You Need an EIN?

Do You Need a New EIN?

How to Apply for an EIN

How Long Will it Take to Get a Number?

Lost or Misplaced Your EIN?

How EINs are Assigned and Valid EIN Prefixes

Canceling an EIN – Closing Your Account

Who is a Responsible Party?

You can get your EIN online without calling the IRS or mailing or faxing a paper Form SS-4, Application for Employer Identification Number (EIN).

Tax Calendar

The IRS provides a useful calendar to track important business tax dates and deadlines right from your desktop or mobile device.