2015 Tax Organizers 





Purpose:
A tax organizer is a client facing package meant to assist in the collection and submission of client information necessary to prepare a tax return. The templates below are provided in Word and fillable PDF format.

Note that some of our organizers were recently updated due to an error in the fillable form fields. Please ensure that you have the most recent versions downloaded.

 Name  IRS Form Download
Corporation Tax Return Organizer  Form 1120, 1120S
PDF Icon MS Document
Estate Tax Return Organizer Form 706
 PDF Icon   MS Document
 PDF  | Word 
Estate and Trust Tax Return Organizer Form 1041
 PDF Icon   MS Document
 PDF  | Word
Exempt Organization Tax Return Organizer  Form 990
 PDF Icon   MS Document
PDF  | Word
Gift Tax Return Organizer   Form 709
 PDF Icon   MS Document
 PDF  | Word
Individual Income Tax Return Organizer Form 1040
 PDF Icon   MS Document
 PDF  | Word
Partnership Tax Return Organizer Form 1065
 PDF Icon   MS Document
 PDF  | Word
Employee Benefit Plan Organizer Form 5500    PDF Icon   MS Document



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