GET READY FOR TAX TIME
A little organization.
A smoother tax season.
Gather your records with our ASY Tax Organizer. Complete the sections that apply, flag anything you’re unsure about, and let our team handle the details.
Think of your tax organizer as a memory jogger. Working through the questions can help you remember expenses, deductions, and supporting records you might otherwise overlook. Even if you used an organizer last year, review it again—your circumstances may have changed. Include anything you’re unsure about, and ASY will help determine what applies to your return.
Printable organizer · Revised October 2026 · Enter the tax year you are preparing.
START WITH WHAT YOU HAVE
Fill in your information.
We’ll help with the questions.
Gather your records
Collect your W-2s, 1099s, K-1s, tax-payment confirmations, and supporting income and expense records. New clients should include their prior-year returns.
Complete what applies
Print the organizer and write in your information. Skip sections that don’t apply and mark uncertain answers. The organizer is a checklist; ASY determines eligibility and tax treatment.
Share securely
Upload the completed organizer through SmartVault, or bring it to the front desk. Include your signed current intake form and engagement letter. Final returns default to digital delivery in SmartVault; check the paper-copy option on your intake form if you prefer a paper copy. Visits are by appointment.
BUSINESS AND RENTAL RECORDS
Keep the details together.
Business spreadsheet
Track income, expenses, and business-use cell phone costs with automatic totals and an Income Statement.
One property per workbook
Use a separate ASY rental workbook for each property. Schedule E expense categories and separate asset, principal, and deposit records help keep things clear.
Client resources
Find intake paperwork and other tools. The organizer supplements your records and does not replace the required signed intake form and engagement letter.
KEEP YOUR INFORMATION SECURE
Sensitive records belong
in SmartVault.
Please do not email or text Social Security numbers, bank details, ID PINs, tax returns, or completed organizers. Use SmartVault or bring your documents to the front desk.
An IRS notice (“love letter”)? Send us the complete notice, including all pages.
BEFORE WE PREPARE YOUR RETURN
Client information & engagement agreement.
Complete and sign both sections before submitting your tax records. These links open the same fillable PDF packet: client information on pages 1–3 and the engagement agreement on page 4.
Tax year 2025 packet. For another tax year or specialized return, ask the office which forms apply. Return completed paperwork through SmartVault or bring it to the front desk; please do not send Social Security numbers by ordinary email or text.
A QUESTION BEFORE YOU START?
We’re here to help.
Main office: 717-757-5482
Call or text: 717-759-4227