- The organizer is sent automatically each year (typically January) - Have prior-year tax return handy for reference - Have W-2s, 1099s, K-1s, charity receipts, and other tax documents ready (you'll be asked about them)

- Open the Requests tab in your portal — you'll see "Tax Organizer 2024" (or current year) - Click into it — questions appear one at a time on mobile, scrollable list on web - Answer each question — most are yes/no, dollar amounts, or simple text - For each tax document mentioned, you can upload it directly in the same flow - Save & Continue Later at any time — your progress is preserved - For roll-forward (year 2+): prior year info pre-fills — confirm "Looks good" or "There are changes" - Once you've answered all questions, click Submit - Your accountant gets notified and your engagement moves to the next stage

- The organizer is questionnaire-based, not a long PDF form — easier to fill out - One question per screen on mobile keeps things simple - You can come back anytime — partial progress is saved - If a question doesn't apply, mark it N/A — don't leave it blank - Reminders fire every 3 days for incomplete items so you don't forget

- "I don't have this document" — mark N/A or click "I don't have this" — your accountant will follow up if needed - "I'm not sure how to answer" — leave a comment in the question; your accountant will reach out - "I uploaded the wrong document" — re-upload; the latest replaces the previous

- Welcome — first time signing into your portal - Uploading documents - E-signing forms (8879, engagement letters)