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 r... More » Business & Finance Taxes Income Tax

Tax document organizers range from simple manila envelopes and pocket folders to online and standalone software products, according to Cash Money Life. Going "paperless" by using online organizers or workflow and documen... More » Business & Finance Taxes

Use a tax organizer to save documentation about income and deductions, to ensure your taxes are accurately filed, recommends Home Storage Solutions. The site recommends that you create multiple filing systems to store mi... More »

If you submitted your tax return electronically and listed an incorrect account number for your direct deposit, you can only change the information if your return is rejected, explains TaxACT. Omitting a digit in your ac... More » Business & Finance Taxes Income Tax

The W-9 form is a sheet generated by the Internal Revenue Service to obtain a legal and accurate tax identification number from an individual or corporation required to file an information return to the IRS. The IRS requ... More »

Individuals enter information about filing status and taxable income into a tax return calculator to determine how much federal income tax they owe, according to TaxAct. After entering the information, the tax calculator... More » Business & Finance Taxes Income Tax

Rapid Refund was the name of a loan instrument offered by H&R Block tax preparers that delivered, for a fee, the expected amount of the client's net tax refund. According to Forbes, this program amounted to a short-term ... More »