Tax Organizers

We have a handful of very useful tax ‘organizers’ that are designed to assist you organize your tax data for us so we can prepare your tax returns. Each one is copyable and downloadable so you can fill it out at your own leisure before uploading it to our team. We have walk-throughs for most of the organizers, but please reach out to support@brooklynfi.com if you have any questions or concerns.

These Organizers are published to the web and should be copied and saved with your own name to be shared with us later. You do not need to request edit access to these. You can either download them to Excel or make a copy. Here’s a little GIF on how to copy these for yourself:

FOR FREELANCERS AND SMALL BUSINESS OWNERS

This is a handy tool for freelancers to categorize and sum their expenses for the year.

(Please note that S-Corps, C-Corps and Partnerships should only use this organizer to add in personal expenses that were missed on your formal financial statements prepared by your accountants.)

RENTAL REAL ESTATE

Here is the organizer for rental real estate. If you collect any income from a rental property you must complete this form.

FOREIGN BANK ACCOUNT REPORTING (FBAR)

Here is the organizer for reporting foreign bank accounts and assets. You must complete this organizer and upload it if you have assets in another country of more than $10,000.

TRAVEL & WORKS DAYS TRACKER FOR TAX RESIDENCY AND DOMICILE - DOMESTIC & FOREIGN

Most tax jurisdictions depend on where you physically were in the year to determine where you are a tax resident and where you need to source your income. This organizer will help us track your physical presence each day of the year so we can do an accurate analysis of the sourcing of your income across State and country lines

GIFT TAX RETURN ORGANIZER

Here is an organizer you can complete to help us report the details of big gifts you’ve made to others