An organizer can be created either by you or by your accountant.
You can also create an organizer based on one of the templates created by your firm:
1. Tap the burger icon at the top left, select Organizers, then tap the NEW ORGANIZER button.
2. Select a template from the list, then tap CREATE. You can now begin answering the questions provided.
Once you have a pending organizer (either created by you or by your firm), you will receive email and push notifications. Also, you will see a notification in the main menu and on your Dashboard. Click the notification to open the organizer.
Go to Organizers to see all your organizers. All organizers that yet to be submitted have the PENDING status.
You don't need to complete your organizers in one sitting. However, if you need to take a break, you can always come back to your Organizer later. Your answers are saved after every field change, so you can close the Organizers section & resume the questions on another day or on another computer without losing any info you have already entered. You can also edit the information that you have already entered as many times as you like.
To continue working on an Organizer that you have already started, or to make changes to the information that you’ve already entered, navigate to Organizers section, then tap the organizer's title. All changes made to the organizer will be automatically saved.
Once you’ve answered all the questions in your Organizer, you can submit it for review. Tap the SUBMIT button. Submitting the Organizer will let your accountant know that the questions have been answered and that it's time for them to be reviewed. They will check it to make sure it contains all of the information they need in order to start working on your documents.
Your accountant have the option to seal some of your organizers. It means that you will not be able to make changes to it. If an organizer is sealed, it will be marked accordingly in the Organizers list.
While completing your Organizer you may be be asked to upload documents that are needed for tax preparation (e.g. Form W2, 1099-MISC, 1099-K, 1099-SA etc). You can upload PDFs, Word files, Excel files, images, and ZIP archive files.
You can upload files from your device (e.g. photos of docs) or add files that have been uploaded to TaxDome previously.
To add files from TaxDome, tap UPLOAD DOCUMENTS, then From TaxDome, then select the folder and tap the file name. All the files from Your Documents section are available here.
To upload files from your device:
1. Tap UPLOAD DOCUMENTS, then From My Device, then tap the + ADD DOCUMENTS button and locate on your device the files you wish to upload. Alternatively, tap the SCAN DOCUMENT button to make a photo of your document right away.
2 Select the folder to which the document will be uploaded.
3. Add an optional text description (up to 150 characters).
4. Tap UPLOAD to add the document to the organizer.