On January 20th, all organizers for past clients were uploaded to the client portal.
The IRS is will begin accepting returns on January 23rd.
For new clients, I have included a blank tax organizer at the link below:
Below is a quick refresher on completing the tax organizer.
I wanted to touch on a few high-level items that may speed up your completion of the tax organizer. I have created a quick 3-minute video to hit items at a high level. Essentially we are focusing on the following:
- Complete ALL the yes/no questions. These are helpful in identifying opportunities OR additional compliance requirements.
- If you are providing W-2’s, 1099-B’s, 1099-DIV’s, etc. – you only need to submit the forms. No need to spend time keying that in the organizer as well.
- Sign the engagement letter.
- If you are unsure of something, put together a list of questions and go ahead and upload the document. We can discuss down the road.
If you have any questions, just reach out at jcrutcher@nashtax.com.