Use the Organizer

Key features

Structured data entry
: Organized by tax form and schedule.
Pre-populated fields
: Data extracted by AI is already filled in.
Manual entry options
: Add or correct information as needed.
Validation indicators
: Highlights incomplete or low confidence fields.
Auto-compute functionality
: Set to Auto-compute by default, though preparers can deselect this option and manually calculate the entire return.
Calculate anytime
: Calculate the return at any time during the preparation or review processes.

Key sections

Personal Information
: Taxpayer, spouse, and dependent details.
Income
: Wages, interest, dividends, and other income sources.
Deductions
: Standard or itemized deductions.
Credits
: Tax credits that apply to the return.
Other Information
: Additional required data.

Work with the Organizer

Open your project.
Go to the
Prepare
tab.
The Organizer displays all extracted data organized by tax category.
Review each section of the organizer.
Verify accuracy of auto-populated fields.
Make corrections or additions as necessary.
Pay special attention to fields flagged with low confidence.