TAX ORGANIZERS SECTION
Quickly add a section to your home page with quick links to your provided tax organizers.
Provide PDFS of your intake forms and organizers for your clients to prepare for your appointment
Display a section of various organizers and forms for your clients to download.
TAX ORGANIZER CUSTOM SECTION
- Includes standard setup and links for up to 15 documents you provide in PDF format
As part of your purchase (or included free in the PROFESSIONAL package), we will setup the included custom section.
You must provide your own PDFs. We will link and rename links as needed from the section design below.
This addon requires a taxPRO subscription and design.
Demo SECTION.
LINKS Not Enabled – You must provide your own organizers and forms.
Tax Organizers
Get organized prior to your tax preparation. Here are some quick links to our forms.
See this list for a quick reference of what to include.
Clients are required to print and fill out the following...#1 - Primary, #2 - Intake Questions, and #3 - Engagement Letter - Â Include these with your other tax preparation documents you will provide us such as W-2s, 1099s, 1095 (for health care), etc.
Individual Organizers:
While filliing out Organizer #2 - Intake Questions, when you answer YES to any line, refer to the far right column IF YES, TAKE ACTION and follow those instructions.
If the ACTION refers to a specific ORGANIZER by name, check this list for that organizer link, click and print it out and complete the worksheet. Include it with any other tax preparation materials or documents you are providing.
