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This article applies to:

  • Product: NetClient CS

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.
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.
note
If you need to add another form to your tax organizer, select the form from the
Add Forms
 dropdown in the Tax Organizer Index pane, then
Add
. The form is added in the same folder as the original, and is automatically sent back with your completed tax organizer. If
Add Forms
 isn't available, you can attach new forms via
Upload Tax Documents
 in the Tax Organizer Index pane or the Home Dashboard.

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.