Note: This icon only appears on certain pages.You can drag/drop files or click to open a file browser. Click Here to Upload to upload source documents.Note: If your organizer is sent to you and your Spouse, edits made by each will be identified with color-coding so you can tell who made edits to the organizer.Complete all the pages of the organizer if possible. Type into the green fillable fields of the organizer. Type into the Notes to Preparer to enter any notes you need to provide to your CPA.Note: If you do not see Custom Questions, you will not have to complete that section.Click the yes/no checkbox or fill in a short answer to complete Custom Questions from your CPA for you to complete. Type a page number into the box to navigate to a specific page. You can type on top of existing text to replace it.Ĭlick a bookmark name in the Bookmarks Panel to move to a specific page.Ĭlick the navigation arrows to move through the organizer pages.
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