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M
MDFTAX
Level 3
March 13, 2025
Question

2025 Tax Organizer

  • March 13, 2025
  • 2 replies
  • 11 views

Dear Community,

Our clients want to start uploading their 2025 documents into the tax organizer. But I don't see one for 2025.

What do you suggest to your clients who want to start uploading 2025 documents?

Do you tell them to upload to the 2024 tax organizer?

 

Thanks!

    This topic has been closed for replies.

    2 replies

    George4Tacks
    George4Tacks
    Level 15
    March 14, 2025

    Are you really trying to prepare 2025 tax returns? Seems a bit early to do something where the forms are not available. You should be using the form year for the year the 1st day of the fiscal year you are filing, if this is not a 1040.

    Answers are easy. Questions are hard!
      IRonMaN
      IRonMaN
      Level 15
      March 14, 2025

      While Tesla sales are down, evidently DeLorean sales are up. 😁

      Slava Ukraini!
        George4Tacks
        George4Tacks
        Level 15
        March 14, 2025

        Short answer. Yes use the 2024 Organizer.

        Answers are easy. Questions are hard!
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