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Enabling and Disabling the Client Tax Organizer

The Client Tax Organizer is a PDF form you can use to gather information from new or potential clients. Your clients can fill out the information before your initial consultation so you can be sure you have all of their information. Clients can save the PDF and email that to you, or they can print it and send it to you by mail or fax.

Some of the information requested on the organizer includes:

• Basic taxpayer information, such as Social Security Number, filing status, and dependents
• Income and deduction information
• Property information
• Additional income, such as interest, dividend, pension, or annuity income
• IRA contributions
• Investments sold
• Interest expenses
• Direct deposit information

The Client Tax Organizer is selected to display on your website by default. If needed, you can disable or enable the organizer by doing the following:

1. Log in to your Site Builder account.
2. Click Info Center > Client Tax Organizer on the toolbar. The Info Center - Client Tax Organizer page displays.
3. Select Yes for the question Would you like Client Tax Organizer displayed on your website? if you want to enable the Organizer. Select No to disable the Organizer.
4. Click Accept to save your changes.

Note: This button only displays if you have changed your selections.

5. Click Finalize Site to move to the Finalize page, or click Next to continue to the next page.