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Web Organizer

Attach files to your tax organizer

Follow these steps to attach files to your tax organizer files that contain information regarding the preparation of your tax return.
  1. In the Documents section of the navigation pane, select the folder that includes the tax organizer.
  2. Select
    Uploaded Tax Documents
    .
  3. Select the Upload icon.
  4. Do 1 of the following:
    • Select
      Add files
      , go to the files you want to upload and select them, then
      Open
      .
    • If your internet browser supports HTML 5,
      Drag files here
       displays in the upload window. You can upload files by opening Windows Explorer, going to the files you want to upload and selecting them, then dragging the files to the file list.
  5. Select
    Start upload
    .
  6. After you add the files you want to attach, select
    Start upload
    .
    To view uploaded files, select the name of the file in the Uploaded Tax Documents screen. To remove a file attachment from your tax organizer, mark the checkbox next to the file and select
    Delete Selected
    .
If you need to add an extra form to your tax organizer, select the form from the
Add Forms
 dropdown list in the Tax Organizer Index pane, then
Add
. The extra form is added in the same folder as the original, and is automatically sent back with your completed tax organizer.
The following forms are available to add to your web organizer. The IRS source document is noted in parentheses where available.
  • Interest Income (Form 1099-INT)
  • Dividend Income (Form 1099-DIV)
  • Stocks and Securities (Form 1099-B and 1099-S)
  • Stock, Securities Purchased
  • Home Mortgage Interest Limitation
  • Salaries & Wages (Form W-2)
  • Foreign Employer Compensation (FEC)
  • Gambling Wages (Form W-2G)
  • Contributions of Motorized Vehicles, Boats, or Airplanes (Form 1098-C)
  • Cancellation of Debt, Abandonment (Form 1099-C)
  • Miscellaneous Income (Form 1099-M)
  • Qualified Education Programs (Form 1099-Q)
  • Pension/Annuity Income (Form 1099-R)
  • Health, Medical Account Distributions (Form 1099-SA)
  • SH Undistributed LT Capital Gains (Form 2439)
  • Health, Medical Account Contributions (Form 5498-SA)
  • Social Security & Tier 1 Railroad Benefits (Form SSA-1099)
  • Noncash Contributions Exceeding $500
  • Child's Interest & Dividends (Child's 1099-INT, 1099-DIV, 1099-B)
  • Statement of Specified Foreign Financial Assets
  • Foreign Bank Accounts
  • Education Credits (1098-T)
If the
Add Forms
 button is not available, you can attach new forms via the
Upload Tax Documents
 button in the Tax Organizer Index pane or the Home Dashboard.