Every website with CPA Site Solutions comes with a free Tax Organizer. There is a previous post that details about how you can generate a PDF of the Tax Organizer to be used offline. The Online Tax Organizer has been recently improved making it faster and easier to use.

Save and Finish Later. Although the Tax Organizer had an automatic save feature, there is now a button at the bottom of every page. Clients can now click on the Save and Finish Later button at anytime in the process.

Timeout. The Tax Organizer has a time out feature. This is designed to bump any user out after a long period of inactivity.

Although previously there were times when the Organizer would time out prematurely, that issue has been fixed. The current timeout is after approximately twenty minutes of inactivity. To avoid data loss, clients should save and close before they have to walk away from their computer.

Better, Faster, Stronger. It may not be the Six Million Dollar Man, but the Tax Organizer is faster then the previous version. This means that both you and your clients save time when using it.

Adding Client Access. Make sure you have either modified the default access rights or changed a specific user to include the Tax Organizer. This step assures that when they client logs into the portal they will see the Tax Organizer icon and have access to the Tax Organizer.

Adding 2009 Tax Organizer. If you are unfamiliar with how the Tax Organizer works you can get help. You can add the 2009 Tax Organizer by logging in, choosing Manage Organizers and then clicking on Add 2009 Organizer near the bottom of the Subscriber Center.

Draft Versus Published. When the 2009 Organizer is added it is in draft mode by default. None of your clients see the Tax Organizer until it is published.

Before you publish the 2009 Tax Organizer you can edit the questions or add some of your own. Once you are satisfied then you can publish and all clients will then have access.

An important note to this is that once you publish the Tax Organizer you cannot edit it. It is good to make sure of your changes and then hit publish. If need be you can add another 2009 Tax Organizer and make a new draft with the changes in place that you need. This isn’t as efficient and should therefore be avoided.

The Online Tax Organizer is just one of many features included with any website hosted by CPA Site Solutions. Send us a comment on any of these by filling out the form below.

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