Online Tax Organizer

Fill out the online tax organizer and attach your tax documents using your My 1040 Data login.

For more information contact us.

My 1040 Data Login

If you elected to fill out your organizer and submit your documents electronically, use your temporary My 1040 Data login that will be emailed to you at the beginning of January every year to submit your tax information to your accountant. Please use one format to submit all tax information. If you do not have the capability to attach your tax documents to your My 1040 Data organizer, then please fill out a paper organizer and submit all documents together in paper format.