How a small firm sends a short tax organizer, tracks submit, and knows who is ready

Last year's return already has the job, the dependents, and the accounts. The organizer's job is to catch what changed. If nothing changed, they should finish in a few minutes and hit submit. If something changed, they should see the follow on questions, not the whole book.

TaxDome organizers are questionnaires that collect information (and, if you attach one, documents). They autosave. They support conditional logic jumps so clients see only the questions that apply. You can build a template that asks questions only, with no document checklist. Use that mode here. File chasing is a different request. (Send organizers, Create and apply organizer templates)

• Life changes first. Income and deduction questions jump from those answers.
• Required only where a blank would stall prep.
• No W-2 upload on this organizer. That list is the document request.

Copy these into sections. Set jumps so a "no" skips the detail line.

TaxDome's own template article says a checkbox confirmation is fine, and that formal liability language belongs in an engagement letter. Do not turn question 15 into a contract. (Create and apply organizer templates)

Firm owner, admin, or anyone with manage templates rights: Templates, Firm templates, Organizers, Create template. Name it for the firm and for the client. Do not toggle Attach checklists. Create sections, add questions or text blocks, save. Preview from the top right before anyone sends it. (Create and apply organizer templates)

Marketplace templates exist if you want a starting file. Edit them down. A marketplace 1040 organizer that also asks for every PDF is the long organizer you just decided not to send. (Create and apply organizer templates)

If you later change the template, Update organizers applies the change to organizers that have not been started. Organizers a client already started will not update. Build the 15 questions before bulk send. (Actions with organizers)

Firm owner, admins, and team members with Manage organizers rights can send. One client: New, Organizer, pick the template, optional name shortcode, optional reminders, optional link to a job, Create and send. The client gets email and a mobile push. (Send organizers)

Bulk: Clients, check the accounts, Send Organizer. TaxDome says you can send to active or offline accounts, including before you invite someone to the portal. (Send organizers)

Reminders: toggle Reminders when you send. Set days until the next reminder (default 3) and number of reminders (default 1). You can edit those on a pending organizer. Manual resend is the three dots on the row. When the client submits, status moves from Pending or In progress to Completed, and you get email plus Inbox+. By default you will not get a ping each time they upload a document; that is a template toggle named Notify about document upload. (Send organizers, Actions with organizers)

You can submit or unsubmit for them. Unsubmit sends them email and sets status back to Pending. Use that when question 14 is a shrug and you need a real answer, not when a W-2 is missing. The W-2 is the document request. (Actions with organizers)

Put this next to the tax season workflow. Organizer submit is not "ready to prepare." Ready is organizer submitted plus the named documents on the other list.

Archive, in TaxDome, keeps the organizer but you cannot seal, export, print, submit, or edit it, and the client will not see it in the to do list. Restore from the Archived tab if you need it. Delete cannot be undone. (Actions with organizers)

• Death, divorce, a new state, a sale of a business: a preparer reads those answers the same day.
• Estimated tax answers with no amounts: that row belongs on the payment log, not in a later email about documents.
• Someone who never opens the organizer after three reminders: call, then the extension board.
• A client who uploads PDFs into a questions only organizer: thank them, and still send the named document request so the checklist is the source of truth.

The document collection guide is the next step after submit. Do not grow this organizer to replace it.