Important Instructions for Filling Out the Client Organizer

• Start the Process: To begin filling out the tax return organizer, please click the blue "Continue" button located at the bottom of the screen. Some users overlook this step, so please ensure you click it to proceed.

• One Session Completion: Please be aware that the organizer has a timeout feature. It's crucial to complete the form in one sitting. If you pause for an extended period or navigate away, your entered information may be erased, and you'll need to start over.

We appreciate your understanding and cooperation in making the tax return process smooth and efficient. If you have any questions or concerns, please don't hesitate to reach out.