PILOT-TAX offers three different Client Organizers which are tailored to provide the information we need based on the type of return we are preparing for you.
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The Standard Client Organizer is for preparation of a full tax return.
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The Amended Return Client Organizer is used to amend prior year tax returns.
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The Professional Deductions Organizer is used when Pilot-Tax is preparing only the deduction portion of your tax return. (Note: this is included in the Standard Client Organizer). |
To obtain an organizer,
please download it by
selecting the download and
print option from the left
menu.
