Individual Tax Organizer – Please Read

Valued Client:

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):

• Submitting your tax documents – Once you have received all your 2020 tax documents, please submit them to us in one of the following ways:
  • Physically drop them off to our Avon or Indianapolis office
  • Upload electronically to our website
  • Send them electronically directly to a Donovan team member

• If you have multiple Schedule C businesses, Schedule E rental properties, or farms, please do not use this online platform. Call our offices to request a hard copy of your organizer.

Thank you for your willingness to provide your information to us electronically this year.  We realize this online platform has limitations.  If it ever becomes frustrating or confusing, you can always call or email us for a PDF or paper copy of your 2020 tax organizer.   Please contact Cindy at 317.844.8300 or cpastrick@cpadonovan.com to place these requests.

Thank you!