Description
Before you start
A few things that make the organizer work smoothly.
Use Adobe Reader
Edit and save the PDF with the free Adobe Reader. Mac users: Preview isn’t compatible.
Find it again later
Your organizer is ready at the end of enrollment. To come back to it, use the organizer link.
Upload once, when final
Upload only the final version to CyberCabinet. Please don’t send duplicate documents or receipts.
State Worksheet
Required with your organizer.
Print and complete a worksheet for your resident state. If you lived in more than one state during the year, complete one for each. Open the State Worksheets (2026 versions available January 1, 2027). Submit it with your other tax materials by mail, fax or secure upload to your CyberCabinet.
Common questions
About the organizer and your order.
Is the organizer an extra charge?
No. The $75 is applied as a deposit toward your tax service fees.
What is the New Client Onboarding Fee?
As a new tax client, there is a one-time $50 onboarding fee in addition to the cost of your organizer. It is not applied toward your tax service fees. This fee is only charged during your first year with us. Returning clients are not charged the onboarding fee.
When do I get the organizer?
At the end of the enrollment process. You can find it again later with the organizer link.
Do I need the optional services?
No. The organizer is required and is already included in your order. New clients also pay the one-time onboarding fee, which is added when you answer “Yes” to the new client question. Add Audit Protection Plus, document storage or the Housing Allowance Guide if they help you.
Can I return it?
See the Refund & Return Policy tab above.
I’d rather have someone help me.
Our team works with churches and clergy every day. Email [email protected] or call (888) 421-0101.
