• Logging into the Tax Organizer
• Using the Tax Organizer

Overview

The Online Interactive Tax Organizer is a dynamic web application that allows you to organize your tax information online, saving you time when preparing taxes.

Logging into the Tax Organizer

In order to log in to the Tax Organizer, click the “Login” button on the top of your website. If you don’t see the “login” button, click on the “login” link located on the bottom of your site. If you haven’t setup your portal yet, please see Portal Help.

Now select the “Tax Organizer” heading and you will be brought to the Interactive Tax Organizer Menu

Using the Tax Organizer

Once logged in, a list of available Tax Organizers shows up. Please take the time to fill out the Tax Organizers. Click the “UNOPENED” link to start working on a Tax Organizer.

If you cannot finish an entire tax organizer in one sitting, be assured that your partially completed tax organizer and your completed responses will still be available to you at anytime. By clicking the “Next Page” button at the bottom, it will save your progress.

If you’d rather print the organizer and fill it out by hand, click the print icon.

When you have completed the organizer, simply click “Submit Response” at the bottom of the last page.

• Logging into the Tax Organizer
• Using the Tax Organizer

Now select the “Tax Organizer” heading and you will be brought to the Interactive Tax Organizer Menu

Using the Tax Organizer Once logged in, a list of available Tax Organizers shows up. Please take the time to fill out the Tax Organizers. Click the “UNOPENED” link to start working on a Tax Organizer.

If you cannot finish an entire tax organizer in one sitting, be assured that your partially completed tax organizer and your completed responses will still be available to you at anytime. By clicking the “Next Page” button at the bottom, it will save your progress.

If you’d rather print the organizer and fill it out by hand, click the print icon.

When you have completed the organizer, simply click “Submit Response” at the bottom of the last page.