2020 Tax Year Organizer Options; each Organizer includes a Questionnaire and Privacy Notice
This organizer is very user friendly. If you have forms that correlate you may upload/submit source documents and do not need to fill in all details of the source documents. Example: W2 – no need to add details just upload/submit the W2 to the portal or our office. If there are items that do not apply, go to the next section.
Returning clients - Only fill in the areas that have changed since your last tax return filing and complete the remaining organizer to the best of your ability.
New clients - Please complete the entire organizer to the best of your ability.
CLICK OPTION 1 OR 2 BELOW:
Use the above link to be taken to an online fill-in print via Adobe. Once you fill in, sign, and submit - you will receive a copy for your records of your organizer to your e-mail.
Use the above link to be taken to a PDF version of the organizer that you can print and fill out by hand. Once you fill in, sign, and return to our office by uploading to Canopy Tax where we will be notified that you uploaded. You may also drop it off at our office, fax, or mail it back alternatively if you prefer.