Complete Client Organizer - Tax Questionnaire and Upload Documents

Zachary Runyan
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20 steps
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53 seconds

You will receive a link from your email. You can click on "View Organizer"

You may have to verify your email. If so, please do this.

Start with your information and input the information that is missing. Click next when done

Enter your Driver's license information. Provide a photo of the ID. Then click next

Enter your address, if it has changed. Then click next. The next few screens will ask about home ownership. Answer those questions.

Select your filing status. Add a note as needed. Click next when ready.

If you have a spouse provide their information. If you are filing married separate, we will still need their information. Click next when done.

Provide your spouses ID as well as photo of the ID. Click next.

Enter your dependents information.

Select the sources of income you and your spouse received.

The next several screens will give you the oportunity to upload your income documents. Please do this now.

If you make selections that ask you for income and expense dollar information, you do not need to add this. Particularly if you have a document that lists this such as a spreadsheet or tax form. However, other information collected like business name, vehicle information, and other information are needed and very helpful.

Select the deductions that may apply to you. Provide documents as requested.

There will be due diligence questions asked. You must complete these questions. Click next.

There will be state specific questions. Answer the ones that apply to your situation.

Answer the filing preferences questions.

There is a space to provide any other information you like us to know.

Finally there will be a place to provide any other documents you would like to provide.

There will be a place to provide your last years tax return. Provide it here, if we do not already have this.

You have reached the end. Please click submit.