A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.
The individual income tax return organizer should be used with the preparation of Form 1040, U.S. Individual Income Tax Return. Provide it to your client to get started with tax planning and preparation.
The template is available as a fillable PDF and in Word (for Word versions, see the 2025 Annual Tax Compliance Kit zip file). You
Resources
2025 Individual Income Tax Return Organizer – Form 1040
Dec 19, 2025 · 1.2 MB Download
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Resource available
Download the 2025 Individual Income Tax Return Organizer – Form 1040
File name: 2025 Form 1040 Individual Income Tax Return Organizer.pdf
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