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 partnership tax return organizer should be used with the preparation of Form 1065, U.S. Return of Partnership Income. 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 can
Resources
2025 Partnership Income Tax Return Organizer – Form 1065
Dec 19, 2025 · 708.3 KB Download
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Resource available
Download the 2025 Partnership Income Tax Return Organizer – Form 1065
File name: 2025 Form 1065 Partnership Tax Return Organizer.pdf
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