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 employee benefit plan organizer should be used with the preparation of Form 5500, Annual Return/Report of Employee Benefit Plan. 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 2024 Annual Tax Compliance Kit zip file).