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.

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Creating Organizers

An organizer can be created either by you or your accountant.

You can also create an organizer based on one of the templates created by the accounting firm you use. Go to the Organizers tab, click NEW ORGANIZER, select a template from the list, then click CREATE. Then begin answering the questions provided.

Entering Information in Organizers

When you’re required to complete an organizer, you’ll see a notification in the main menu and on your dashboard. You’ll also receive an email notification when an organizer is sent to you to be filled out.

You can also receive a notification to complete the previously submitted organizer. Then you'll receive a task to finish it. If the Firm Manager specified the cause of unsubmit, it will also be added to the task.

When you open the Organizers tab, you’ll see all your organizers and their statuses, whether pending or completed.

Any entries or changes you make are automatically saved, so you can close an organizer at any time, then resume working on it later or from another computer without losing anything. You can also edit it as many times as you like.

To continue working on an organizer that you’ve already started, go to Organizers, then click on the organizer’s name.

Copying Sections

When completing an organizer, you may need to replicate sections to include all of your information. For instance, you may want to add the details for a second or even third bank account. In this case, you would reproduce the bank section as many times as you need to. And you can delete sections if you add too many.

Note: If you don’t see Repeat section at the bottom of a section, it is because your accountant didn’t include it.

Uploading Files

While completing an organizer, you might need to upload documents (for example, a W2, 1099-MISC, 1099-K, Canadian T-1, or 1099-SA).

You’ll have the option to upload files from your computer or from your TaxDome account.

To upload files from TaxDome, click Add document, then From TaxDome. Select the folder and click on the file’s name. All files in folders with Client can view and edit access are available.

To upload files from your computer:

1. Click Add document, then From My Computer and locate the files on your desktop:

  • To add several documents from one folder, select them while holding down the Ctrl key.
  • To add files from another folder, click on Add document again.

4. Click Save to add the document to TaxDome. The file is saved to the Client uploaded documents folder.

All documents uploaded to an organizer are displayed in the top right.

Pre-Populating Organizers

In a lot of situations, some information doesn't change from year to year. So, when you fill the same organizer every month or year you would like to roll your information forward from the previous one to save time.

When you have at least one similar organizer submitted, you will see the prompt to pre-fill your answers once you open the newly received form. Click the  Pre-fill answers link and all questions will be automatically answered based on your previously filled organizer. 

If you have two or more organizers that have been submitted earlier, you will be able to select which one is used for the prefill by clicking Change source. You still can update your responses where it is necessary. 

After this, the organizer is ready to be submitted.

Submitting Organizers

Once you’ve completed an organizer, submit it for review by clicking Save and submit. This will let your accountant know that the organizer is completed. They’ll check it to make sure it contains all the information they need to start getting to work on your documents.

If you’ve only partially completed the organizer and are not ready to submit it, click Save as draft. Any changes you’ve made will be saved, and the organizer will remain in Pending status.

Some questions in an organizer are optional, while others are mandatory. You cannot submit an organizer until all mandatory questions have been answered.

Printing Organizers

You can print the organizer if you want to store your information on paper. To print the organizer, whether pending or completed, click the Print icon to the right of the organizer in the list.

Your browser will prompt you to print the organizer.

Note: The unanswered questions won’t print.

What “Archived” Means

Once the organizer is no longer needed, your accountant archives it, but you can still make changes to it. These organizers are moved to the Archived subtab.

What “Sealed” Means

Your accountant can seal organizers. Once an organizer is sealed, you can no longer edit it. You’ll see a Sealed tag letting you know that no more changes can be made.