Tax Organizers & Spreadsheets

March 10, 2022

2021 Exempt Organization (EO) Tax Organizer Spreadsheet

Compile information for your Exempt Organization (EO) tax return with ease using our 2021 Exempt Organization Tax Organizer. Completing a Tax Organizer will help you avoid overlooking important information and contribute to an efficient preparation of your tax returns. On this page you will find:



Instructions for Downloading your Exempt Organization Tax Organizer

Please download the spreadsheet for 2021. 

 

TAX ORGANIZER


 

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Submitting Your Tax Organizer and Documents via Secure Drawer Portal

The safest way to submit tax documents to Wendroff CPA is through our secure client portal. As of January 1, 2021, we have migrated to a new and improved client portal called RUBEX eFileCabinet. Please call us at 703-553-1099 or email us to set up a new portal account — your previous account login will not work on the new system. Once you have logged into the portal, please upload your Business tax documents to the “SECURE DRAWER – BUSINESS” folder.

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We look forward to serving you again this tax season! Please let us know if you have any questions. 703-553-1099

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