# Tax Organizer Template

> A free online tax organizer for accountants and tax preparers. Clients answer income, deduction and life change questions and upload documents in one place.

Send every client one tax organizer link. Collect filing status, dependents, income types, deductions and life changes, with uploads for W2s, 1099s and receipts.

Canonical: https://reuily.com/templates/tax-organizer
Use this template: https://reuily.com/form/from-template/tax-organizer
Collections: Requests & Intake, Professional Services, Finance & Insurance, Accounting & Bookkeeping
Last updated: 2026-10-24

## Questions

- Question 1: What's your full name? (Short Text, required)
- Question 2: What's your email address? (Email, required)
- Question 3: What's your phone number? (Phone, required)
- Question 4: What's your filing status? (Single Choice, required). Options: Single; Married filing jointly; Married filing separately; Head of household; Not sure
- Question 5: How many dependents do you have? (Number, required)
- Question 6: Which kinds of income did you have this year? (Multiple Choice, required). Options: Wages (W2); Self employment or 1099; Rental income; Investments; Retirement or Social Security; Unemployment
- Question 7: Which of these apply to you this year? (Multiple Choice, optional). Options: Got married or divorced; Had a baby or adopted; Bought or sold a home; Started a business; Moved states; None of these
- Question 8: Which deductions or credits might you have? (Multiple Choice, optional). Options: Mortgage interest; Charitable donations; Student loan interest; Childcare costs; Medical expenses; Education costs
- Question 9: Upload your tax documents (File, required)
- Question 10: Anything else your preparer should know? (Long Text, optional)

## Common uses

- Tax preparers and CPAs
- Bookkeepers onboarding clients
- Seasonal tax document collection

## Key features

- Income, deductions and life changes
- Document uploads
- One link for every client

## Frequently asked questions

### What is a tax organizer?

A questionnaire accountants send clients before tax season to collect filing status, dependents, income, deductions, life changes and documents in one place.

### Can clients upload W2s and 1099s?

Yes. Clients upload their documents in the form, and every file is saved with their answers.

### Can I send the same tax organizer to every client?

Yes. Send one link to all clients, or add ref=clientname to each link to see who each response came from.