TAX ORGANIZERS
Individual Organizers
Required Documents:
Completed Tax Organizer(s)
See supplemental organizers below
Tax Documents
Copy of all taxpayers’ driver’s licenses.
All organizers and worksheets should be saved to your desktop before filling it in.
Upload all required documents to the client portal or client portal app
Tax
Organizer
Tax Preparation Checklist
Supplemental organizers:
Housing Allowance Worksheet
Self-Employed Business Income and expenses
Real Estate Rentals and Royalties
FBAR
Organizer
New Tax Client Information
Client Portal App (TaxDome)
Use the free secure TaxDome App to:
Scan your documents as PDF’s
Upload directly to the client portal
Sign documents
View and pay invoices
Download TaxDome
Payroll Organizers
Payroll
Organizer
Payroll Clients- Please complete the organizer and upload to the client portal.
Form 1099
Organizer
Please complete the organizer for any 1099 to be issued.