Guide to Uploading Documents and Completing Your Tax Organizer

Auditing & Accounting • Tax Preparation • Business Consulting Services • Nonprofits • Individuals

FEBRUARY 2026

Client Collaboration Guide:

Completing Your Organizer & Uploading Documents

To help ensure a smooth and efficient tax preparation process, please review the following guidelines for completing your organizer and submitting your documents through Wolters Kluwer's Client Collaboration Hub.

1. Organizer Due Date Clarification

The February 16 date shown on your tax organizer is a suggested due date. We encourage you to complete the questionnaire by that time because:

Your answers help update your personalized Document Request List

You’ll gain a clearer understanding of which tax documents you need to gather

We understand this timeline may not work for everyone. Please complete the questionnaire as soon as you’re able, and do not submit it to your accountant until you have the majority—if not all—of your documents ready.

2. Completing the Questionnaire

Please complete all tiles in the questionnaire. Two tiles are especially important:

Personal Information

This tile contains four pages.

Each page requires you to slide the bar to “Done” before the system marks the tile as complete.

Additional Information

Your responses in these sections determine whether additional tiles will appear for you to complete.

Make sure each tile displays a green checkmark/complete when finished.

(see below)

3. Banking Information Review

Within the Personal Information tile, you will find a section for Banking Information.

Please click Edit to:

Review all existing banking details

Confirm accuracy

Answer questions regarding direct deposit and automatic withdrawals

This ensures your refund or payment information is correct and up to date. (see below)

4. When to “Send to Accountant”

We can see when your questionnaire is complete.

Please do not click “Send to Accountant” until you have uploaded most of the documents listed in your Document Request List.

Example:

If you have most of your tax forms but are still waiting for a consolidated 1099 or a K‑1 that won’t arrive until late March, you may click “Send to Accountant” and upload the remaining documents once received.

5. Avoiding Duplicate Uploads

To prevent delays in processing:

Do not use the Document Locker to upload tax documents

Upload all items directly to your Document Request List

Use the three‑dot menu on the right side of each requested document as needed

Upload each document only once

This ensures everything is organized correctly for your accountant. (see below)

6. Adding Notes

If you’re unsure whether a question applies to you—or you have additional information but aren’t sure where to include it—please use the Notes feature within the organizer.

7. New - One Big Beautiful Bill (OBBB) Questions Not in Questionnaire

Did you buy a new car in 2025?

If so, please send the purchase paperwork through Client Collaboration's document request list, so we can check whether it impacts your tax filing.

Did you receive overtime in 2025?

Is it reported in Box 14 of your W-2? If it is not reported, please send your final pay stub.

Did you receive tips in 2025?

Are they reported in Box 7 of your W-2? If not, and you received more than $20 in tips, did you receive any other document reporting the amount?

l to r: Juliana Caruso, Principal, Partners: Linda M. Smith, Maureen L. Sullivan, Sandra M. Brown

Questions?

Call us at 508.871.7178

or email: contact@ssbcpa.com

or go to: www.ssbcpa.com

At Smith, Sullivan & Brown, PC we only send senior-level accountants into the field and they remain accessible to you throughout the year. A dedicated team is assigned year-round specifically to our nonprofit clients, so that deadlines are met on time and your questions are never ignored.

Established in 1993, Smith, Sullivan & Brown, PC is for you if you value communication, one-on-one attention, and "hands-on" expertise from experienced senior-level accountants. Whether you have a project to bid on now, or in the near future, contact us to schedule an introductory meeting, we'd love to meet you!

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