2023 Tax Organizers
ALERT – BEFORE YOU PROCEED
Please be advised that attempting to edit and save your work in Google Chrome may result in data loss.
We highly recommend following this alternative procedure:
- Download the relevant tax year’s organizer file locally, and save it onto your computer.
- Download or launch the organizer using Adobe Acrobat Reader for seamless editing.
- Ensure you are occasionally saving as you work through the organizer PDF form.
- When complete, upload a copy into your Viewable-Client Docs folder in Box.
- Lastly, please email a notice of upload to our Tax Coordinators at mytaxteam@andersonadvisors.com.
Not sure if you have Adobe?
You can download the free software directly from Adobe using the link below.
| Tax Organizers | Click to Download PDF |
|---|---|
| 2023 Individual Tax Organizer for 1040s Returns | Download |
| 2023 Tax Organizer for Corporate Returns (Including LLCs Taxed as Corporations) 1120 Returns | Download |
| 2023 Tax Organizer for Real Estate LPs and LLCs Filing 1065 Returns | Download |
| 2023 Tax Organizer for Traders Filing 1065 Partnership Returns | Download |
| 2023 Tax Organizer for Tax Exempt Organizations 990 and 990N Returns | Download |
| Tax Return Extension | Online Document |