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Creating & Completing Organizers

Creating & Completing Organizers
10 Min

In order to start working on your forms, your tax preparer will need some basic essential information from you. Organizers are questionnaires that are custom-tailored to your specific tax situation and are used to gather that info. Either you or your tax preparer can create the organizers you will need.

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Document

Creating & Completing Organizers

In order to start working on your forms, your tax preparer will need some basic essential information from you. Organizers are questionnaires that are custom-tailored to your specific tax situation and are used to gather that info. Either you or your tax preparer can create the organizers you will need.