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 C-EZ
  • 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 Exp Short (2106EZ)
  • Employee Expenses (2106)
  • Child Care (2441)
  • Adoption Expenses (8839)
  • Tip Income (4137)
  • Household Help (Schedule H)

 

See Also:

Organizers

Adding Organizers to Returns