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.