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.

Covered here:

Creating organizers

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

To create an organizer based on one of the templates provided by the accounting firm you use, go to the Organizers page, click New Organizer, select a template from the list and click Create. Then begin answering the questions.

Entering information in organizers

When you’re required to complete an organizer, you’ll see notifications in the Organizers category on the Home and Organizers pages. Additionally, you will receive an email notification when an organizer has been sent to you.

You can also receive the same notification to complete the previously submitted organizer, if the firm manager has decided to unsubmit and resend it to you.

When you open the Organizers tab, you’ll see organizers that need to be completed in the Waiting for action block. Click on any organizer to open it.

The list of all your organizers and their statuses, whether pending or completed, will be shown below.

Click on the organizer name to open it and fill in the required information:

Here you can:

  • Click Next to proceed with the next step or select it from the Go to section drop-down on the top left, or move back.
  • See the green check mark to the left of completed questions.
  • Have the green line on the top fill up along with your progress.  
  • Have all answers saved automatically or click the three dots at the top right and select Save as draft to save them manually. Resume working on it later without losing anything. You can 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 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 your TaxDome account.

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.

2. Select the folder where the file will be saved, then click  Save to upload.

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.

All documents uploaded to an organizer can be found by clicking the Attached docs link on the top right.

Pre-populating and copying previous organizers

Note: we recommend using prefill carefully since it overrides any information you’ve entered in the current form. If you prefill answers, review them before submitting the organizer. 

In many situations, information doesn't change year to year. So, when you fill the same organizer every month or year, you may want to roll your information forward from the previous organizer to save time.

When you have at least one similar organizer submitted, click the Pre-fill answers link at the top of your screen to automatically fill answers with your prior responses. If you have two or more organizers, click Change source to select the specific one.

After this, upload the necessary documents as they won't be prefilled automatically and submit the organizer.

You can also compare your current organizer with previous ones and copy answers or download files from them. To do so, click on the Compare answers link at the top right and select any previous organizer from the dropdown with the organizer names.

You'll see your current organizer on the left and the previous one on the right. You can:

  • Click on any section to view it.
  • Copy an answer by clicking the button to the right of it.
  • Download and preview files by clicking the buttons to the right of the file name.

Click X at the top right to close the previous organizer.

Submitting organizers

Once you’ve completed an organizer, click Submit at the bottom. 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, come back later. All your changes will be autosaved 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 or open one, then click the tree dots on the top right and select Print organizer.

Your browser will prompt you to print the organizer.

Note: The unanswered questions won’t print.

You can find the number of questions on the left of the organizer name. Note, that only question blocks are counted, the text blocks are not.

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.

I can’t edit my answer or the whole organizer

Your accountant can mark some of your answers as reviewed. Once your questions are marked as reviewed, you can no longer edit them. If you want to update something, ask your accountant to make such questions back available to you.

If you can't edit the whole organizer, then your accountant has sealed the organizer. Once it is sealed, you can no longer edit it. You’ll see a Sealed tag letting you know that no more changes can be made.

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