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Individual Tax Organizer

Collect a client's filing details and every supporting tax document — W-2s, 1099s, 1098s, and more — in one organized intake.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Photo ID

4 fields filled

Date of Birth ID Number ID Expiry Residential Address

Prior-Year Tax Return

6 fields filled

Filing Status Any dependents? Tax Year Adjusted Gross Income Total Tax Refund or Amount Owed

W-2 (Wage & Tax Statements)

4 fields filled

Employer Name Wages Federal Tax Withheld State Tax Withheld

1099 Forms

3 fields filled

Payer Name Form Type Total Income

1098 Mortgage Interest

4 fields filled

Lender Name Mortgage Interest Paid Property Taxes Paid Outstanding Principal

1095 Health Coverage

3 fields filled

Coverage Provider Months Covered Policy Number

Deduction & Charitable Receipts

3 fields filled

Total Charitable Contributions Largest Recipient Receipt Count

Every field this template collects. Without extraction your client copies all 30 values off their own documents by hand — and still sends you the 7 files.

Client sends
7
7 files to upload
Client types
3
the rest is read for them
AI fills
27
extracted from the files
On the form
30
fields in total

Start with Individual Tax Organizer

Import the template and send your first request in minutes.

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