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The following documents are designed to help you with completing the eOrganizer, gathering supporting documents, and organizing various tax data. You must have Adobe Reader to view PDF files.

Summary of Supporting Documents to Send - PDF

This 2-pg table is a quick reference to what supporting documents you should send us after submitting you eOrganizer

Instructions to the eOrganizer

The comprehensive guide to the eOrganizer provides line-by-line instructions on each line item in the eOrganizer and what supporting documents you should send us.

Business Income Worksheet - Excel Version
Business Income Worksheet - PDF Version

Use this worksheet to organize and calculate your taxable income from your business.

Rental Income Worksheet - Excel Version
Rental Income Worksheet - PDF Version

Use this worksheet to organize and calculate your taxable income from your rental properties.

 

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