2020 Employee Benefit Plan Organizer – Form 5500
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2020 Employee Benefit Plan Organizer – Form 5500

4 months ago · 764.9 KB Download

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A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return.

The employee benefit plan organizer should be used with the preparation of Form 5500, Annual Return/Report of Employee Benefit Plan. Provide it to your client to get started with tax planning and preparation.

The template is available as a fillable PDF and in Word (for Word versions, see the 2020 Annual Tax Compliance Kit zip file).

Download the 2020 Employee Benefit Plan Organizer – Form 5500

File name: 2020-employee-benefit-plan-organizer-form-5500.pdf

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