Organizing tax information for your tax preparer can be a daunting task. Do you use a shoebox? a shopping bag? Despite your best intentions, you may not have the time or the knowledge necessary to provide a complete and organized dossier.
Those of use who prepare your taxes just don’t have the time or energy to instruct their clients on how to properly prepare their income tax papers.
And so, as a public service to those beleaguered tax preparers, and to those of you who want your accountant to love you at tax time, The Tax Issue introduces the Tax Issue Tax Organizer.
The Tax Issue Tax Organizer is a free PDF file that you can download and use as an accountant, to give to your client, or as a client to use yourself to help organize the information you give to your tax preparer and make his or her life a little easier.
How to use the Tax Issue Tax Organizer
Simply download and print the Organizer. Each page represents a section that will let you organize the information for that topic. It starts with a list of the relevant documents you should submit to your tax preparer. Attach each page to a separate envelope or file folder containing the documents for that section.
Each page has a list of Do’s and Don’ts to help ensure that you help your tax preparer by including all the necessary documents and receipts he needs to efficiently prepare your taxes.
Finally, each page contains a few tax tips to help guide you through the process.
Even if you prepare your own tax returns, The Tax Issue Tax Organizer is a great tool to help you prepare.
Have a great tax season and enjoy using the Tax Issue Tax Organizer!