2019 Organizers

Start getting your clients ready for tax season.  We have organizers for all types of clients. 

You probably already know this... but it's worth repeating.  If you have already set-up your my1040pro webpage then there is nothing you need to do.  All of the following products are already updated on your my1040pro webpage. 


As always, you can download PDFs too.  Here are the links:

1040 Checklist (1-page)

2019 Income Tax Organizer (2-pages)

Tax Time Basics Letter (2-page client letter)

Tax Deduction Finder (4-pages)


Special Organizers:

Spanish Language Organizer (2-pages)

Special Organizer for States Without Income Tax (4-pages)


For those that haven't already set-up my1040pro, now is a great time to see why folks love our hosted documents.  They are so easy to use and share with your clients.  You can even link my1040pro to your existing website and the documents automatically update when we make changes. 


my1040pro is included with your subscription.   Click below to get started.