How to complete an organizer

1. When you’re required to complete an organizer, you’ll see notifications in the Organizers category on the Home page. Click Complete Organizer in the notification to open the questionnaire. 

   

2. Start filling in the questionnaire. Some questions in an organizer are optional, while others are mandatory. You cannot submit an organizer until all mandatory questions have been answered. All your answers are saved automatically.

3. Attach any required documents: choose from files already in TaxDome, or upload new ones from your device.

4. Click Next to proceed with the next section. Complete the document checklist if your accountant has included one.

5. Once you are done, click Submit. This will let your accountant know that the organizer is complete. They’ll check it to make sure it contains all the information they need to start getting to work on your documents.

   

Once an organizer needs filling, you get an email and push notification. A notification also appears on your Dashboard.

1. Click on the notification to open the organizer or go to the Organizers section by tapping More and then Organizers. When your accountant waits for you to fill in the organizer, the status is displayed as Pending in the Waiting for action subsection.

   

2. Start filling in the questionnaire. Some questions in an organizer are optional, while others are mandatory. You cannot submit an organizer until all mandatory questions have been answered. All your answers are saved automatically.

3. Attach required documents: choose from files already in TaxDome, upload new ones from your device, or scan paper documents . You don’t need to complete an organizer in one sitting. Tap the three dots in the upper right corner of the screen and select Save as draft to save your progress. If you need to start over, select Erase all answers.

4. Submit the organizer for review by tapping Save & send once you’ve answered everything. Confirm sending the organizer by tapping Yes, save & send. This lets your accountant know it’s ready. Next, they’ll review it to get started working on your documents.

   

   Once your accountant has finished using the organizer, they move it to History with a green checkmark status.