Download a Tax Organizer in PDF format

Navigate to “Tax Organizers” #

• Log in to your account/portal.
• From the main dashboard or top navigation bar, locate the Tax Organizers section or tab.
• Click on Tax Organizers to open the list of available organizers for your tax year(s).

Open the Actions menu for the desired organizer #

• In the Tax Organizers list, find the specific organizer you want to download (for example, “2024 Individual Tax Organizer”).
• Look for an Actions button or icon (often shown as three dots ⋯, a gear icon, or a dropdown arrow) next to that organizer.
• Click this Actions menu to see the available options.

Download the organizer as a PDF #

• In the Actions menu, select Download PDF.
• Your browser should begin downloading the file automatically.
• Once downloaded, you can open the PDF using any PDF reader, save it to your computer, or print it for your records.