Organization
Only complete the sections that apply to you—do not duplicate information. For example, if your address is already correct on your W-2, you don’t need to enter it again on the organizer. Likewise, if you upload a 1099-INT, there’s no need to also list it on the Income Organizer.
Personal Information Organizer
✅ This form is required for everyone. Please complete it fully.
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If we did not prepare your return last year → include a copy of it.
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If we already have your prior return → only update changes on the organizer (otherwise we’ll assume the info is the same).
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Important: Even if you send last year’s return, you must still list all birthdates on the organizer, they are not listed on the return.
Income Organizer
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You do not need to provide a detailed list of everything you upload.
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Instead, just note the number of forms in each category so we can confirm we received everything.
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Example: If you upload one W-2 for yourself and one for your spouse, simply write “2” instead of listing them separately.
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Please be sure to answer all of the questions in Section 7—there are only six quick questions.
Business Income and Expenses
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Please complete the Owner Information section at the top of the form
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If applicable, also fill out the Vehicle Information, Sales and Purchases, and Business Use of Home sections​
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If you already have a good Profit & Loss statement to attach, you can leave the remaining sections blank.
Deductions / Credits
This form helps us identify every possible deduction or credit available to you. It will be updated for 2025 to reflect new tax laws, but if you are filing for a prior year, this version is still valid.
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If your itemized deductions are less than the standard deduction shown below, you do not need to complete the two pages for itemized deductions.
However, please fill out the Deduction Organizer and the Credits and Payments Organizer as best you can. Some entries may require follow-up questions, but completing these sections ensures that no deductions are overlooked.
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