Tax preparation organizer

Organize the records that support a tax-year conversation.

The separate tax organizer helps gather the information needed when a request includes tax-preparation review or records related to a tax year.

Downloadable organizer

Download the Tax Preparation Organizer

These organizers help collect useful context. They do not establish an engagement, determine tax treatment, or replace a conversation about scope.

Use the organizer as a practical prompt for the records and information related to the tax year.

Tax preparation information is separate from a bookkeeping conversation and is confirmed individually.

Use the external ShareFile client portal for requested supporting records during a current engagement.

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