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 foreign national tax return organizer should be used with the preparation of Form 1040-NR, U.S. Nonresident Alien Income Tax Return, and dual status and resident returns. 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