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Complete a Tax Organizer as a taxpayer

Attach files to your
Tax Organizer

Follow these steps to attach files to your
Tax Organizer
 files that contain information regarding the preparation of your tax return.
note
  • You can attach the following types of files:
    • Intuit Quicken export files in tax exchange format (TXF)
    • Microsoft Excel (XLS or XLSX)
    • Microsoft Word (DOC, DOCX, or RTF)
    • Adobe Reader (PDF)
    • Image (JPG, BMP, TIF, or PNG)
    • Web pages (HTM or HTML)
    • Text documents (TXT)
  • You can attach a maximum of 50 files.
  • You can upload multiple files by selecting a file and using
    CTRL
     while selecting more files. To select multiple files listed consecutively, select the 1st file, use
    SHIFT
    , and then select the last file.
  • The size of each file can't exceed 10 MB.
  1. In the
    Documents
     section of the navigation pane, select the folder that includes the
    Tax Organizer
    .
    note
    If you don't see these items, you don't have access to a tax organizer.
  2. Select
    Uploaded Tax Documents
    .
  3. Select the Upload icon.
  4. Do 1 of the following:
    • Select
      Add files
      , go to the files you want to upload and select them, then
      Open
      .
    • If your internet browser supports HTML 5,
      Drag files here
       displays in the upload window. You can upload files by opening Windows Explorer, going to the files you want to upload and selecting them, then dragging the files to the file list.
  5. Select
    Start upload
    .
  6. After you add the files you want to attach, select
    Start upload
    .
    To view uploaded files, select the name of the file in the
    Uploaded Tax Documents
     screen. To remove a file attachment from your tax organizer, mark the checkbox next to the file and select
    Delete Selected
    .
If you need to add an extra form to your
Tax Organizer
, select the form from the
Add Forms
 dropdown list in the
Tax Organizer Index
 pane, then
Add
. The extra 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 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)
  • Statement of Specified Foreign Financial Assets
  • Foreign Bank Accounts
  • Education Credits (1098-T)
If the
Add Forms
 button is not available, you can attach new forms via the
Upload Tax Documents
 button in the
Tax Organizer Index
 pane or the Home Dashboard.

This article applies to:

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

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