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Idaho Free Printable  for 2019 Idaho Comprehensive Financial Statement (CFS)

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Comprehensive Financial Statement (CFS)
FORM CFS

CFS F O R M EFO00122 Idaho State Tax Commission 08-23-10 COMPREHENSIVE FINANCIAL STATEMENT SECTION 1. PERSONAL INFORMATION Your first name MI Last name MI Last name Your Social Security number Your date of birth Spouse’s Social Security number Spouse’s date of birth Other names and aliases used Spouse’s first name Spouse’s other names and aliases used Number of dependents living with you Your current physical address City State Dependent ages Zip Code Home telephone number Your mailing address (if different from above) City State Zip Code Previous address (if at current address less than 2 years) City State Zip Code Your cell phone number Spouse’s cell phone number E-mail address Name and address of nearest relative not living with you Relationship Telephone number of relative SECTION 2. EMPLOYMENT INFORMATION Your employer or business name Address City □Wage earner How long employed: Paid: Business telephone number State □Sole proprietor □Partner ________Year(s) _________Month(s) Occupation:___________________________________________________________ □Weekly □Every two weeks □Monthly □Semi-monthly Number of allowances claimed on Form W-4:_____________________ Spouse’s employer or business name Address City □Wage earner How long employed: Paid: Zip Code Business telephone number State Zip Code □Sole proprietor □Partner ________Year(s) _________Month(s) Occupation:___________________________________________________________ □Weekly □Every two weeks □Monthly □Semi-monthly Number of allowances claimed on Form W-4:_____________________ How will you get the funds for your offer? (Example: savings, loan, credit card, borrow from family, etc.) Financial Statement Page 2 EFO00122 08-23-10 SECTION 3. GENERAL FINANCIAL INFORMATION (Personal and Business) Bank Accounts. Include IRA and retirement plans, certificates of deposit, etc. For all accounts, attach copies of your last three statements. Attach additional pages as needed. Name of institution Address Type Date opened Account number Balance TOTAL. Enter this amount on line 2, Section 4 (Asset and Liability Analysis)......... Vehicles. Attach additional pages as needed. Year, make, model, license number Lender/Lien holder Current market value Current payoff TOTAL. Enter this amount on line 3, Section 4 (Asset and Liability Analysis)......... $ Available equity $ Personal Property. Include watercraft, RV’s, ATV’s, aircraft, business equipment, and/or machinery. Attach additional pages as needed. Year, make, model, license number Lender/Lien holder Current market value Current payoff TOTAL. Enter this amount on line 4, Section 4 (Asset and Liability Analysis)......... Life Insurance. Attach additional pages as needed. Name of insurance company Agent’s name and telephone number Policy number Whole life or term TOTAL. Enter this amount on line 5, Section 4 (Asset and Liability Analysis)......... Securities. Include stocks, bonds, mutual funds, money market funds, securities, etc. Attach additional pages as needed. Type Where located Owner of record Quantity or denomination TOTAL. Enter this amount on line 6, Section 4 (Asset and Liability Analysis)......... Safe Deposit Boxes. Include locations, box numbers, and contents. Attach additional pages as needed. Name of institution Address Box identification Available equity $ Loan/Cash value $ Current value $ Current value of assets TOTAL. Enter this amount on line 7, Section 4 (Asset and Liability Analysis)......... $ EFO00122 8-23-10 Financial Statement Page 3 SECTION 3. GENERAL FINANCIAL INFORMATION (Personal and Business)–continued Real Property. Attach additional pages as needed. A. Physical address and description (single family dwelling, multi-family dwelling, lot, etc.) Mortgage lender’s name and address Purchase date:____________ Purchase price:_______________ Mortgage payoff amount:_________________ Current value:_______________ B. Physical address and description (single family dwelling, multi-family dwelling, lot, etc.) Mortgage lender’s name and address Purchase date:____________ Purchase price:_______________ Mortgage payoff amount:_________________ Current value:_______________ C. Physical address and description (single family dwelling, multi-family dwelling, lot, etc.) Mortgage lender’s name and address Purchase date:____________ Purchase price:_______________ Mortgage payoff amount:_________________ Current value:_______________ TOTAL. (Current values A, B, and C minus mortgage payoff) Enter this amount on line 19, Section 4 (Asset and Liability Analysis)..... $ Credit Cards. Attach additional pages as needed. Type of account Name and address of creditor Monthly payment Credit limit Credit available Amount owed Total $ TOTAL. Enter this amount on line 21, Section 4 (Asset and Liability Analysis)....... $ Transfers, Repossessions, etc. List any vehicles, equipment, or property sold, given away, or repossessed during the past year. Attach additional pages as needed. Year, make, model of vehicle, or property address Who took possession and relationship Date of transfer EFO00122 08-23-10 Financial Statement Page 4 SECTION 4. ASSETS AND LIABILITY ANALYSIS Current Assets. 1. Cash 2. Bank accounts / Balance (from Section 3) 3. Vehicles / Available equity (from Section 3) 4. Personal property (from Section 3) 5. Loan / Cash value of life insurance (from Section 3) 6. Securities (from Section 3) 7. Safe deposit box value of contents (from Section 3) 8. Notes 9. Accounts receivable 10. Judgments / Settlements received or pending 11. Interest in trusts 12. Interest in estates 13. Partnership interests 14. Other assets: major machinery / equipment 15. Other assets: business inventory 16. Other assets: collectibles / guns / jewelry / coins / gold / silver, etc. 17. Other assets: specify 18. Other assets: specify 19. Current real estate equity (from Section 3) 20. TOTAL ASSETS....................................................................................................................................................................... $ Current Liabilities. Include judgments, notes, and other charge accounts. Don’t include vehicle or home loans. 21. Lines of credit (amount owed) (from Section 3) 22. Taxes owed to IRS 23. Liabilities owed to other Idaho agencies 24. Other liabilities: specify 25. Other liabilities: specify 26. Other liabilities: specify 27. TOTAL LIABILITIES................................................................................................................................................................. $ EFO00122 08-23-10 Financial Statement Page 5 SECTION 5. MONTHLY INCOME AND EXPENSE ANALYSIS Income. Attach copies of all income sources that contribute to household expenses. Gross Net 28. Wages / Salaries / Tips (yours) 29. Pension (yours) 30. Overtime / Bonuses / Commissions (yours) 31. Wages / Salaries / Tips (spouse’s) 32. Pension (spouse’s) 33. Overtime / Bonuses / Commissions (spouse’s) 34. Business income (yours) 35. Business income (spouse’s) 36. Rental income 37. Interest / Dividends / Royalties (average monthly) 38. Payments from trust / Partnerships / Entities 39. Child support 40. Alimony 41. Unemployment 42. Disability 43. Seller carried contracts / Sales 44. Other income: specify 45. Other income: specify 46. TOTAL INCOME:……………………………………………………………………………………………………………………….... Personal Expenses (actually paid). □ Monthly Amount □ Rent Own 47. If renting – name, address, and telephone number of landlord 48. Real estate taxes (Is this included in your mortgage payment?) 49. Homeowners / Renters insurance: ( 50. Utilities: Electric ($ Cell phone ($ 51. Groceries/Food 52. Gifts & entertainment 53. Clothing 54. Auto payments / Lease 55. Auto insurance ) Heating gas / Oil ($ ) Phone ($ □ Yes □ No ) Association fees: ( ) Cable ($ ) Water / Garbage / Sewer ($ $ ) ) ) EFO00122 08-23-10 Financial Statement Page 6 56. Auto maintenance / Fuel Average daily miles ( ) 57. Life / Health insurance (not deducted from your paycheck) 58. Medical payments (not covered by insurance) 59. Estimated tax payments (not deducted from your paycheck) 60. Court ordered payments (alimony, child support, restitution, not deducted from your paycheck) 61. Garnishments (not deducted from your paycheck) 62. Delinquent tax payments (not including Idaho State Tax Commission) 63. Work-related child care expenses 64. Bank cards / Department stores 65. Membership dues: specify 66. Other expenses: specify 67. TOTAL PERSONAL EXPENSES………………………………………………………………………………………………............ $ Business Expenses (actually paid). 68. Materials purchased 69. Supplies 70. Installment payments 71. Monthly payments Landlord name, address, and telephone 72. Rent 73. Insurance 74. Utilities: Electric ($ Cell phone ($ ) Heating gas / Oil ($ ) Phone ($ ) Cable ($ ) Water / Garbage / Sewer ($ ) ) 75. Net wages and salaries (payroll) 76. Current taxes (payroll / business) 77. Other expenses: specify 78. TOTAL BUSINESS EXPENSES………………………………………………………………………………………………............. $ 79. Net Disposable Income (line 46 minus line 67)…………………………………………………………………...................... $ SECTION 6. AUTHORIZATION TO DISCLOSE Under penalties of perjury, I declare that this statement of assets, liabilities, and other information is true, correct, and complete. I (we) authorize the Idaho State Tax Commission to obtain a credit report and to verify any information on this financial statement. Your signature Date Spouse’s signature Date
Extracted from PDF file 2018-idaho-form-cfs.pdf, last modified August 2008

More about the Idaho FORM CFS Individual Income Tax TY 2018

FORM CFS requires you to list multiple forms of income, such as wages, interest, or alimony .

We last updated the Comprehensive Financial Statement (CFS) in February 2019, so this is the latest version of FORM CFS, fully updated for tax year 2018. You can download or print current or past-year PDFs of FORM CFS directly from TaxFormFinder. You can print other Idaho tax forms here.

Other Idaho Individual Income Tax Forms:

TaxFormFinder has an additional 65 Idaho income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
FORM 40 Idaho Individual Income Tax
Income Tax Instructions Idaho Income Tax Instruction Booklet
FORM 51 Estimated Payment of Idaho Individual Income Tax
FORM 24 Idaho Grocery Credit Refund
FORM 39R Idaho Supplemental Schedule (Resident)

Download all ID tax forms View all 66 Idaho Income Tax Forms


Form Sources:

Idaho usually releases forms for the current tax year between January and April. We last updated Idaho FORM CFS from the State Tax Commission in February 2019.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Idaho FORM CFS

We have a total of six past-year versions of FORM CFS in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:



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