2015 Client Tax Organizers and Engagement Letter Now Available

Post Date: 12/9/15
Last Updated: 12/9/15


The 2015 Client Tax Organizers and Engagement Letter are now available for current TheTaxBook customers. Use TheTaxBook Client Tax Organizers to help clients organize information needed to complete their tax return.

2015 Organizers and Engagement Letter:
2015 Individual Taxpayer Organizer
2015 Individual Taxpayer Organizer – Sole Proprietorship
2015 Individual Taxpayer Organizer – Rental Property
2015 S Corporation Tax Organizer
2015 C Corporation Tax Organizer
2015 LLC Tax Organizer
2015 Partnership Tax Organizer
2015 Health Care Organizer
2015 Engagement Letter

Go to www.thetaxbook.com/tools to access all of the 2015 Client Tax Organizers and Engagement Letter. A current password is required. You can find your 2015 tax year password on your order confirmation email or the inside front cover of your book.

All of the organizers are now a fillable document. Clients can type in information, select drop-down boxes for easy entry, select check boxes for quick answers, and save the document. Please note, if you use Firefox as your browser, you will need to open the files with a different viewer in order to access the fillable form function.
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