The organizer is designed to assist clients submit a compete and accurate file of records to us for processing.
The Tax Organizer PDF file should be printed, completed, and submitted to us along with all relevant documents (including the originals or legible copies of all information returns, such as W-2s and Forms 1099 and 1098, received from payers or recipients).
2012 Tax Organizer - Form 1040.pdf PLEASE NOTE: This file will not open unless you have a PDF reader on your system. PDF (portable document format) was developed by Adobe, and is the world standard for document exchange via the internet. You can read an overview of PDFs HERE. To download and install the FREE Adobe PDF reader on your system go HERE.