How Do You Use a Client Tax Organizer?


Quick Answer

Use a client organizer to help collect the information you need to prepare any kind of return for your client, as Intuit explains. Client organizers include a short organizer for the most common type of tax information required and a more comprehensive version.

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Intuit's organizer features also allow you to create global organizers for a certain class of clients to use with clients who have similar tax situations as well as a function to customize the organizer for specific clients. The data transfer function in the organizer saves time when re-entering data and reduces the risk of errors, according to Intuit. The organizer also has functions that allow you to carry over similar results and descriptions from previous years into the present return. The short version is also less intimidating to clients with simple returns, which makes them more likely to complete it.

By using Intuit's client tax organizer, you can collect important information in an organized manner with a simple format that the client understands, as Intuit reports. Such information includes W-2 income, retirement income, household employee expenses, capital gains, business income, and expenses and income from the sale of property. Other information that clients provide in the organizer include itemized deductions and refund amounts.

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