Complete a Tax Organizer as a taxpayer

Tax Organizer
 overview

My Tax Organizer
 is a web-based version of your tax questionnaire. Instead of completing it on paper, you will have a secure portal where you can give your tax preparer the information necessary to complete your tax return.
To get started, use the link in the initial email to sign in to your portal. If this is your first time signing in, your username is your email. You'll also be prompted to create a unique password.

Navigating tips

You can use the
Tax Organizer Index
 navigation pane to navigate to access various folders and data-entry screens in your
Tax Organizer
, add new units for certain forms (if available), submit your completed
Organizer
, save and close the
Tax Organizer
 to finish later, or create a PDF copy of your
Organizer
. For more information, refer to the following guidelines and procedures.
  • Select the folder in the
    Tax Organizer Index
     pane (such as
    General
    ) to display the screens in that folder. Select the link for a screen (such as
    Personal Information or Client Contact Information
    ) to open that screen and enter the appropriate data.
  • Press the
    TAB
     key to move to the next field in each screen.
  • Press
    SHIFT+TAB
     keys to move to the previous field in each screen.
If you need to add an additional form to your
Tax Organizer
, select the appropriate form from the
Add Forms
 drop-down list at the bottom of the
Tax Organizer Index
 pane, and then select the
Add
 button. The additional form is added in the same folder as the original and is automatically sent back with your completed
Tax Organizer
.
The following forms are available to add to your
Tax Organizer
. The applicable IRS source document is noted in parentheses where available.
  • Interest Income (Form 1099-INT)
  • Dividend Income (Form 1099-DIV)
  • Stocks and Securities (Form 1099-B and 1099-S)
  • Stock, Securities Purchased
  • Home Mortgage Interest Limitation
  • Salaries & Wages (Form W-2)
  • Foreign Employer Compensation (FEC)
  • Gambling Wages (Form W-2G)
  • Contributions of Motorized Vehicles, Boats, or Airplanes (Form 1098-C)
  • Cancellation of Debt, Abandonment (Form 1099-C)
  • Miscellaneous Income (Form 1099-M)
  • Qualified Education Programs (Form 1099-Q)
  • Pension/Annuity Income (Form 1099-R)
  • Health, Medical Account Distributions (Form 1099-SA)
  • SH Undistributed LT Capital Gains (Form 2439)
  • Health, Medical Account Contributions (Form 5498-SA)
  • Social Security & Tier 1 Railroad Benefits (Form SSA-1099)
  • Noncash Contributions Exceeding $500
  • Child's Interest & Dividends (Child's 1099-INT, 1099-DIV, 1099-B, etc.)
  • Statement of Specified Foreign Financial Assets
  • Foreign Bank Accounts
  • Education Credits (1098-T)
note
If the
Add Forms
 button is not available, you can attach new forms via the
Upload Tax Documents
 button on the
Tax Organizer Index
 pane or the Home Dashboard.

This article applies to:

  • PRODUCT: NetClient CS, UltraTax CS
  • Subject: Organizer