초록 ▼

An arrangement for recording and collecting federal and state income tax data and related documents includes a taxpayer personal information form, a tax preparer personal information form, and a plurality of specially marked envelopes, each adapted to hold a designated collection of tax related docu

An arrangement for recording and collecting federal and state income tax data and related documents includes a taxpayer personal information form, a tax preparer personal information form, and a plurality of specially marked envelopes, each adapted to hold a designated collection of tax related documents indicated on the envelope. For example, one envelope contains a list of sources of income for indicating and holding documents related to various sources of income, while a second envelope contains a list of deductions for indicating and holding deduction-related documents. The first envelope further includes a table with indicia for the entry of data related to gains and losses from the sale of property, stocks or bonds. A third envelope includes a list of other deductions and credits for indicating and holding documents related to any such other deductions and credits, as well as a list of proposed changes to the tax laws for indicating and holding documents related to any such proposed tax law changes. A stepwise instruction sheet indicating the manner in which the aforementioned envelopes and data entry forms are to be used is provided as well as a personal information form which, after being completed by the taxpayer, is placed in an addressed envelope together with the aforementioned envelopes upon which relevant income tax information has been entered and which hold tax-related documents for forwarding to an income tax return preparer. Each data entry form includes indicia for indicating for which category a tax-related document has been placed in the appropriate envelope to alert the tax return preparer of the existence and forwarding of any such documents.

대표청구항 ▼

[ I claim:] [1.] An arrangement for organizing, recording and collecting information for preparation and filing of an income tax return by an income tax return preparer, said arrangement comprising:an instruction sheet for a taxpayer with directions regarding the use of the arrangement;a first perso

[ I claim:] [1.] An arrangement for organizing, recording and collecting information for preparation and filing of an income tax return by an income tax return preparer, said arrangement comprising:an instruction sheet for a taxpayer with directions regarding the use of the arrangement;a first personal information form for the entry of personal data by the taxpayer;first envelope means including first and second data entry forms for holding documentation relating to information entered on said first and second data entry forms, wherein said first and second data entry forms include respective first and second lists of the types of documents to be placed in said first envelope means and are adapted to record data relating to income and to sales gains/losses, respectively;second envelope means including a third data entry form for holding documentation relating to information entered on said third data entry form, wherein said third data entry form includes a third list of the types of documents to be placed in said second envelope means and is adapted to record data relating to deductions;third envelope means including fourth and fifth data entry forms for holding documentation relating to information entered on said fourth and fifth data entry forms, wherein said fourth and fifth data entry forms include respective fourth and fifth lists of the types of documents to be placed in said third envelope means and are adapted to record data relating to other deductions and credits and to proposed tax law changes, respectively; anda second personal information form containing information relating to the tax preparer for forwarding to the taxpayer with a completed income tax return.