In contrast to the Comprehensive Organizer, the Standard Organizer is a condensed, non-customizable group of forms that can be printed with a return for your customers. With the exception of the Organizer Engagement Letter, nothing can be added to or removed from Standard Organizers.
The Standard Organizer contains the following forms:
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Standard Organizer Forms & Worksheets |
Information found on these pages |
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Organizer Letter |
Cover letter form that explains the purpose and contents of of the Organizer. |
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Organizer Options |
Specify an appointment time on the Organizer Letter; also, select the detail sheets that you want to include in this customer's Organizer packet, such as Dependent Information, Wage Information (W-2), and Interest Income. |
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Mailing Slip - Portrait |
Customer's name, address and mailing barcode. Page can be slipped into a standard 9x12 envelope with a window. |
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Page 1 |
Basic taxpayer, dependent, wage, salary, pension, and IRA information. |
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Page 2 |
General, business and investment questions. |
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Page 3 |
Interest and dividend income, income or loss from partnerships, S corporations, and trusts. |
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Page 4 |
Gains or losses from sales of stocks, securities or other assets, other income and adjustments to income. |
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Page 5 |
Itemized deductions, education and childcare or dependent care expenses. |
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Page 6 |
Federal, state and local or other estimated taxes paid. |
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Page 7 |
Vehicle information and expenses, auto mileage documentation and business use of home. |
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Page 8 |
Comments page. |
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Custom |
(Blank) |
See Also: