Before you complete your 2020 tax organizer electronically, please carefully read the following tips to help you most efficiently complete this process:
- Saving Your Work – If you do not expect to complete the organizer in one sitting, your information can be saved and revisited by:
- Before leaving the webpage, copy the full URL
- Paste/save this URL in another location
- When you return to complete the rest of the organizer, copy/paste your saved URL into the web browser and pick up where you left off
- Please note, the system will time-out after 25 minutes of inactivity. Any information provided after 25 minutes of inactivity will be lost if you have not saved the URL link.
- Mandatory Questions – Certain information must be provided to submit your organizer. You will notice a red triangle in the top left corner for mandatory questions (example below):