Tax Season Resources
There are many different types of Tax Organizers and several ways they can be delivered. This requires us to edit each company type and also review the web and paper versions to ensure they are the same. Below is a table that elaborates on the current organizer status so our clients can determine if their organizer has been prepared and delivered.
The status legend is listed below the table.
|Tax Return Type||Paper||Web - Print||Web Entry||Comments|
|Trust/Estate (1041)||In Process||In Process||N/A||In Process|
|Non-Profit (990)||Not started||Not started||N/A||Not started|
- Not started - we have not yet edited this organizer to send
- In process - these organizers are being tested to send
- Sent - these organizers have been sent
- n/a - organizers for this company cannot be sent in this method
Because of the late tax law changes (12/27/2020) this organizer page was not available when sent to our clients. Use this resource to provide us with stimulus checks received.