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A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return. The individual income tax return organizer should be used with the preparation of Form 1040, U.S. Individual Income Tax Return.
If you prefer to print a longer blank client organizer instead, we offer copies of blank, condensed, and extended organizers in PDF format. Use the links below to view or print your organizer: Tax year 2022 condensed organizer.
The client organizer is questionnaire and information document that tax preparers use to gather tax data from their clients. The organizer follows IRS forms and schedules and breaks down each line using common terms.
Follow the steps outlined below to print a blank Client Organizer (not client specific). In UltraTax CS, choose Utilities Blank Forms/Input Screens. Select 1040/U.S. Organizer from the Product drop-down list. Click Options to modify what prints. Click Print when ready for the output.
(1) A person who is a signing tax return preparer of any return of tax or claim for refund of tax under the Internal Revenue Code shall furnish a completed copy of the return or claim for refund to the taxpayer (or nontaxable entity) not later than the time the return or claim for refund is presented for the signature
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From the Home window of Drake, select Last Year Data Organizers.The Print Organizers/Proformas window is displayed. If you want to check the forms appearing in any one of the organizers listed, highlight that client and select View. Choose the clients you need from the list, or choose Select All, and click Print.
viewing and learning everything you need to know about TaxDome. To complete or edit an organizer for a client, click the three dots either to the right of the organizer in the list or in preview mode, then select Change answers. Every change you make to an organizer is recorded in the audit trail.

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