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Web Organizer

Use Tax Organizer Index

Use the Tax Organizer Index navigation pane to:
  • Access 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.
  • Create a PDF copy of your organizer.

Navigation tips

Navigate through the tax organizer using the Tax Organizer Index navigation pane.
  • Select a folder in the Tax Organizer Index pane to display the screens in that folder. Select a screen to open that screen and enter data.
  • Use TAB to move to the next field in each screen.
  • Use SHIFT+TAB to move to the previous field in each screen.

Attach more files

You can attach files to your tax organizer that contain information regarding the preparation of your tax return. You can attach Quicken tax exchange format (TXF), Microsoft Excel (XLS, XLSX), Microsoft Word (DOC, DOCX, RTF), Adobe Reader (PDF), image files (JPG, BMP, TIF, PNG), text documents (TXT), and web pages (HTM, HTML). You can attach up to 50 files of up to 10 MB each.

Save or submit your tax organizer

At any time, you can select the icons in the Tax Organizer Index pane to do the following:
  • If you're finished entering your tax information into the tax organizer, select
    Send to Preparer
     to save the finished tax organizer and send it back via an automatic retrieval process.
  • If you want to save your progress and return to the tax organizer later, select
    Save & Close
    . You can pick up where you left off the next time you sign in and open your tax organizer.
  • If you want to save a copy of your tax organizer, select
    Create PDF
     to create a copy in Portable Document Format (PDF) that you can save on your local drive.