2015 Tax Organizers

Overview
Engagement Letters
Organizers
Guides
Checklists


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
 PDF  | Word