Comprehensive Organizer
Unlike the Standard Organizer, the Comprehensive Organizer is a customizable set of forms that can be included in a copy of last year's return.
The Comprehensive Organizer contains the following sheets by default:
Default Comprehensive Organizer Forms & Worksheets |
Information found on these pages |
---|---|
Organizer Letter |
Cover letter form that explains the purpose and contents of the Organizer. |
Organizer Engagement Letter |
A client letter form that spells out the business agreement between your firm and your client. |
Mailing Slip - Portrait |
Customer's name, address and mailing barcode. Page can be slipped into a standard 9x12 envelope with a window. |
General |
General information, such as Name, SSN, Phone, E-mail, Filing status, and Address. |
Organizer Options |
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. |
Questions |
Select the questions that you want included in this customer's Organizer packet, such as "Did your marital status change since last year?" or "Are there any changes in your dependents?" |
Comments |
A page for customer comments. |
Employee and Other Misc |
The following types of itemized deductions: Unreimbursed Employee Expenses, Certain Miscellaneous Deductions (tax or attorney fees, IRA custodial fees), Other Miscellaneous Deductions. |
Once the Comprehensive Organizer has been added to a return, the following sheets may be added as desired:
- Mailing Slip – Landscape
- Estimated Payments
- Dependents
- Wages (W-2)
- Pension (1099R)
- Foreign Employer Compensation & Pension
- Interest/Dividends (Combined)
- Interest and Dividends (Schedule B)
- Seller Financed Mortgage Interest
- Savings Bond Exclusion (Form 8815)
- Alimony
- Business Assets
- Business (Self-Employed Income and Expenses, Schedule C)
- Home Office
- Sale of Capital Assets (Schedule D)
- Installment Sale (6252)
- Rent Royalty (Schedule E)
- K1s
- Farm Rental (4835)
- Farm (Schedule F)
- Social Security RRB (SS and RR Benefits)
- Misc Inc and Ded
- Report Child Income (8814)
- IRA and Other Contribution
- Medical and Dental (Schedule A, Page 1)
- Tax Paid (Schedule A, Page 2)
- Interest Paid (Schedule A, Page 3)
- Charity (Schedule A Contributions, Page 5)
- Non-Cash Charity (8283)
- Employee Expenses (2106)
- Child Care (2441)
- Adoption Expenses (8839)
- Tip Income (4137)
- Household Help (Schedule H)
See Also: