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Organizer Status

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  1. About
  2. Tax Season
  3. Organizer Status

Organizer Status

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.

person-with-pencil
Tax Organizer Status
Tax Return TypePaperWeb - PrintEmailComments
Individual (1040)SentN/AN/A 
Corporate (1120)ln Processln Processln Process 
S-Corporate (1120S)ln ProcessIn Processln Process 
Partnership (1065)ln Processln Processln Process 
Trust/Estate (1041)In ProcessIn ProcessIn Process 
Non-Profit (990)ln Processln Processln Process 

Status Types:

  • 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
  • Ready - these organizers can be requested if different delivery is desired
  • 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.

Recovery Rebate Credit - Organizer
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