A tax organizer is used to help gather information necessary for income tax return filing. It does not replace the need for original documentation but rather supplements it and serves as a reminder of the information that is necessary.
A new short 6 page organizer for individuals or small business owners, titled “2015 Tax Organizer“, is now available in PDF format for download. 2016 Tax organizers are available on request.
Other organizers are available for corporations, nonprofits and trusts. Send a message if you need an organizer for a corporation or other type of entity.