Smart Tax Organizer Template Options
Smart Tax Organizer Template Options
Our three template options help you gather the right information from your clients without the confusing and overly-complicated traditional organizer process. See our options below and choose the right one for your clients.
Choose the Right Template for Your Clients
The tax organizer sets the tone for the rest of the tax process. Each of our templates were created to help you improve client response rates, increase satisfaction with your firm and save your team time and resources.
Simple
This is the ideal option for clients who just need to upload IRS source documents like W-2s or 1099s. These clients may also struggle with completing the form or may not need to provide the added information included in the questionnaire.
Standard
This is the default template because it covers the needs of 80-90% of your clients. This template includes opportunities to upload IRS source documents and a Smart Form that provides you with the right information for most business and personal tax clients while still improving client response rates by keeping it brief, intuitive and easy-to-complete.
Comprehensive
This is for clients who regularly itemize every year, or otherwise require additional information. The template for this form includes additional sections for things like non-resident alien taxpayers, other income and adjustments and other credits and deductions. There are also opportunities to add additional detail in standard fields like dependents, wages and investments and more.
Find the Right Template For You
Changing Organizer Templates
- As a Firm Admin, go to the Ellipses → Admin → Templates.
- Click on the Organizer Templates tab.
- Using the Dropdown, select the Template version you wish to send.
- Click Apply.
- Your firm is now switched to the chosen Organizer Template, and each Organizer that's uploaded will generate a Request in this Template.
- If you wish to switch to another Organizer Template, just repeat these steps and select a different Template version.
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