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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.
Organizers Save Time And Increase Accuracy If you take the time to prepare your tax organizer thoroughly, it will eliminate much of the back and forth between you and your tax adviser.
A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.
ProSeries client organizer. Collect the client data you need faster and easier with this client tax organizer that helps you get the information youll need to prepare virtually any client return. And, reduce time-consuming data entry and risk of errors with its data transfer capabilities.
My1040Data is a completely new web-based tax organizer that makes it easier for clients to provide their personal information and all tax return-related documentation to tax preparers. Clients may see last years Pro Forma information and enter this years data, including amounts, notes, and attachments.