To update to this year’s Online Tax Organizer, follow these steps:
1. Log into your website portal using the administrative username and password.
2. Click on the Tax Organizer Administration icon.
3. Once inside the Tax Organizer Administration area, click on the “Manage Organizers” link in the upper left corner.
4. On the next screen – the “Manage Organizers” screen – you’ll see a small link at the bottom of the page that says “Add 2010 Organizer” (or whatever the current year is). Click that link.
6. If you’d like to edit the organizer, click on the Edit icon (the pencil).
7. If no editing is needed, check the box next to “2010 Tax Organizer” – and then hit “Publish.” This makes your organizer viewable to all of your client users who have a portal account.
And you’re done! Your Online Tax Organizer is now updated.
CPA Websites Blog
Is it possible to import data from the tax organizer into a firm’s tax return software? If so, which tax software packages are compatible?
Hi, Jimmy,
It is possible to export data from the Online Tax Organizer. Whether you can import it depends on your software, though.
To give you an idea of the exported data, a .csv file is created, with the first row containing the questions on the Organizer. The second row contains the answers. All values are separated by commas.
So, you may see data like this in the export.csv file:
Name,SSN,Date of Birth
Chris,000-00-0000,01/01/1901
If your tax software is okay with importing a format like this, then you should be okay. However, the particular software you want to use may have more stringent requirements. Some software may expect you to have the answers to each question one per row, or to present the answers in a pre-defined order. In a case like that, you may need to create your own Online Tax Organizer to match the format that your software expects.
If you have details about what type of data a specific software needs to import, you can let us know, and we can talk about the compatibility for that package.
Please let me know if you have any questions!
Thanks,
Chris
We don’t know what the administrative user name and password is to log into the website portal. How to we get this?
Hi, Don,
The login/password info for your Portal is in the ‘Welcome’ message you received when we set up the site for you.
Once you’ve logged in, you’ll be able to access all features available for your site!
Please let me know if you have any other questions about this or anything else.
Thanks,
Chris
Hi
When a client fills out the organizer, will the information still be there for the next year or will they have to fill in all the names, social security numbers again?
I can’t see anything in “manage organizers” “edit” that says “add question” ? Where is this located so I can customize the questions?
Will there be a form for 2011? All I can find is for 2010.
Thank you.