Standard Organizer

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:

Standard Organizer Forms & Worksheets	Information found on these pages
Organizer Letter	Cover letter form that explains the purpose and contents of the Organizer.
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.
Mailing Slip - Portrait	Customer's name, address and mailing bar code. Page can be slipped into a standard 9x12 envelope with a window.
Page 1	Basic taxpayer, dependent, wage, salary, pension, and IRA information.
Page 2	General, business and investment questions.
Page 3	Interest and dividend income, income or loss from partnerships, S corporations, and trusts.
Page 4	Gains or losses from sales of stocks, securities or other assets, other income and adjustments to income.
Page 5	Itemized deductions, education and childcare or dependent care expenses.
Page 6	Federal, state and local or other estimated taxes paid.
Page 7	Vehicle information and expenses, auto mileage documentation and business use of home.
Page 8	Comments page.
Custom	(Blank)