| 摘要 |
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.
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