Save or submit your
Tax Organizer

At any time, you can select the icons at the top of the
Tax Organizer Index
pane to do one of the following:
  • When you finish entering your tax information, select
    Send to Preparer
    to save your work and send it back automatically.
  • If you want to save your progress and come back later, select
    Save & Close
    . You can continue from where you left off next time you sign in.
  • To save a copy of your
    Tax Organizer
    , select
    Create PDF
    to make a PDF file that you can save on your computer.
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