Income Tax
Organizers
Downloading the Income
Tax Organizer:
Your web browser may be
configured with an Acrobat plug-in to automatically open the file within your
browser’s window upon download. To download the file directly to disk, right
click (click and hold - Macintosh) on the Income Tax Organizer form title link
then select "Save Target/Link As..." when presented with a menu. You can then
fill out the organizer on your computer or print the form in Adobe Acrobat when
you are off-line.
Viewing or Filling Out the Form
On-line or in Adobe Acrobat Reader:
This fill-in form allows
you to enter information while displayed by an Adobe Acrobat product (3.0 or
later) and then print out the completed form and mail or fax it back to us.
Fill-in forms give you a cleaner crisper printout. To view, print and complete
this fill-in form, you'll need the freely available Acrobat Reader (3.0 or
later) software installed on your computer. Acrobat Reader is available free as
a download from the Adobe Website
http://www.adobe.com/products/acrobat/readstep.html. NOTE: Acrobat Reader
does not allow you to save your completed forms to disk. Since this form is a
long document with a lot of information to input, and especially if your
computer is known to “crash” frequently, you may prefer to print out the pages
of the form that you need and complete it by hand, then fax or mail it to us.
The ability to save completed forms is available commercially with the Adobe
Acrobat product suite (http://www.adobe.com/products/acrobat/main.html)
or with Adobe Acrobat Business Tools
http://www.adobe.com/products/acrbustools/main.html.
Completing the Form using Adobe
Acrobat Reader:
This document is
interactive if you are viewing it on-line or in Adobe Acrobat. All of the items
in the table of contents are clickable links to the pages they identify. There
is an icon at the top and bottom of each page that will bring you back to the
Table of Contents. You will also find a list of links at the bottom of each page
that will jump you to any page of this document. Select the hand tool from the
Acrobat toolbar menu. You can use the hand tool to move the page around so that
you can view all the areas on it. Fill in the fields by positioning the hand
pointer inside a form field and clicking. The I-beam pointer allows you to type
text. The arrow pointer allows you to select a field, a check box, a radio
button, or an item from a list. Press Tab to accept the field change and go to
the next field. Press Shift + Tab to accept the field change and go to the
previous field. Use your mouse to select an area of the form that is not inside
a form field before printing your form. This will deselect all form fields. If a
form field is active (contains the blinking bar) the contents will not print. If
the fill-in form is displayed within your web browser’s window be sure to use
the printer button on the Acrobat toolbar menu to print the form instead of your
web browser’s print function.
Some rules about filling out the tax
organizer:
Please DON’T use a dollar
sign (“$”) or a comma (“,”) when entering amounts. DO use a period (“.”) to
separate dollars from cents. (e.g., two-thousand five-hundred thirty-six dollars
and twelve cents should be entered: 2536.12) Documents that you need to provide
are noted in red text throughout the document. In addition, if you’re a new
client, please provide your prior year’s tax returns, both Federal and State.