Annual Organizers
Please wait to submit the organizer until AFTER all your tax documents have been uploaded (except for a few late arriving docs like K1s). It's our notice that you're ready to start.
Account Sharing: For joint returns, we'll send all messages and information requests to your designated tax matters spouse. However, if account sharing is on, each spouse can see and respond to all messages, information requests, and organizers on behalf of the couple! Sharing is on by default unless you ask us to turn it off.
Even if sharing is on so both spouses can stay in the loop, it's often best if only one spouse is the designated responder to avoid confusion. That way, spouses can consult and decide on their responses together if needed.
Select Files
Your uploads currently in the files tab appear below. If desired, select files you wish to associate with this item, or de-select them to remove them. You may link the same file to multiple items.
Print Organizer
For the best printed copy, we recommend setting the Scale in your print window to approximately 40–50%. You may also want to use landscape mode.
After clicking Continue to Print, look for the Scale or Zoom setting in your print preview window.