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 exempt organization tax return organizer should be used with the preparation of Form 990, Return of Organization Exempt From Income Tax. 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 2022 Annual Tax Compliance Kit