Organizer Help Guides

The organizer is built for every kind of household, so many pages won’t apply to you. Each guide explains one page: what it’s for, whether you can skip it, what to gather first, and the mistakes that slow returns down. Open a guide from the list below, or from the Help Guide link at the top right of any organizer page.

1. Open your organizerTax Organizer login →
2. Gather and sort your documentsHow to organize your documents (PDF) →
3. Upload when you’re doneUpload to CyberCabinet →

• Know what you can skip

  Each guide starts by saying plainly whether the page applies to you. Skipping a page you don’t need costs nothing.

• Know what it will take

  Each guide gives a rough time and the documents to gather first, so you can sit down once with the right folder.

• Avoid the usual delays

  Each guide ends with the mistakes we see most, like a missing provider number or a housing allowance dated after the fact.