Farming Tax Organizer

Farming Tax OrganizerColdie2023-01-05T10:25:17-07:00

Instructions

Below we have created an online Organizer form that will allow you to input all of your tax information and submit it to us electronically. We have upgraded the system to allow you to upload pictures of your tax documents (ex. W2’s, 1099’s, etc.). If you would rather download the organizer, print it and fill it out by hand please press the Download PDF button below. Otherwise, scroll down and begin answering the questions. Feel free to call our office at (480) 898-7640 if you have any questions or issues filling out the organizer.

Farming Tax Organizer

Step 1 of 3

Farm Activity
Tax Professional*
First and Last Name
Business Name
Location of Farm
Description of Farming Activity
Did you personally manage the farm?
- Yes
Active/Passive Activity?
- Active participation in this activity
- Passive participation in this activity
Hours per Year

Farming Income
Sale of Livestock/Crops
Patronage Dividends
Agricultural Program Payments
CCC Loans
Crop Insurance Proceeds
Farm Rental Income
Other Income
Cost of Goods Sold
Cost of Livestock Sold
Farming Expenses
Auto/Travel (Miles)
Chemicals
Custom Hire
Feed
Fertilizer
Insurance
Interest
Labor
Repairs & Maintenance
Seeds & Plants
Supplies
Taxes
Utilities
Veterinary Expenses
Management Fees
Other

Purchase of New Farm Machinery or Equipment
Description
Cost of Item
Date Purchased
MM slash DD slash YYYY
New or Used?
- New
- Used
Description
Cost of Item
Date Purchased
MM slash DD slash YYYY
New or Used?
- New
- Used
Description
Cost of Item
Date Purchased
MM slash DD slash YYYY
New or Used?
- New
- Used
Sale / Disposal of Farm Machinery or Equipment
Description
Sale Price
Date Sold
MM slash DD slash YYYY
Description
Sale Price
Date Sold
MM slash DD slash YYYY