Your secure tax organizer.
Gather the documents below, then send them through the firm's encrypted document vault rather than email.
Last reviewed against IRS and Georgia DOR sources
Open the organizer
Existing clients
Sign in to the secure vault
Your organizer, prior returns, and document requests are available in the secure vault.
Open Secure Tax Organizer (opens in new tab)What to gather
Not every item applies to everyone. Upload what you have and add the rest as it arrives.
Personal and family
- Prior-year federal and Georgia returns
- Social Security numbers and dates of birth for everyone on the return
- Bank account for direct deposit
- Driver's license or state ID for e-file identity verification
Income
- W-2s from each employer
- 1099-NEC, 1099-K, and 1099-MISC for contract or platform income
- 1099-INT, 1099-DIV, and brokerage 1099-B statements
- 1099-R, SSA-1099, and K-1s from partnerships, S corporations, or trusts
- Rental income and expense summaries
Deductions and credits
- Form 1098 mortgage interest and property tax bills
- Charitable contribution receipts
- Childcare provider name, address, and tax ID
- Form 1098-T tuition and 1098-E student loan interest
- Medical expenses if they are significant
- Estimated tax payments made, with dates
Small business owners
- Year-end profit and loss and balance sheet, or bookkeeping access
- Payroll reports and Forms W-3 / 941 filed
- Asset purchases and sales during the year
- Vehicle mileage log
- Home office square footage and household expenses
Please never send Social Security numbers, account numbers, or tax documents through email or the website contact form.
Frequently asked questions
Why not just email my documents?
Email is not encrypted end to end, and tax documents contain Social Security numbers and account details. The secure organizer encrypts files in transit and at rest and keeps everything in one place for your preparer.
I am an existing client. Where do I upload?
Sign in to the secure document vault. Your organizer and any requests from your preparer are waiting there.
I am new to the firm. How do I start?
Contact the firm to discuss your situation and next steps. Please do not email tax documents or sensitive information unless the team has directed you to a secure method.
Do I have to have everything before I start?
No. Upload what you have and add the rest as it arrives. Most brokerage 1099s and K-1s arrive in late February or March.
Official resources
Links go directly to the IRS and the Georgia Department of Revenue.
Please note: This page is general information for individuals and small businesses in Georgia and is not tax, legal, or accounting advice for your specific situation. Deadlines, rates, and forms change; confirm details with the IRS, the Georgia Department of Revenue, or a Tomlin Group CPA before acting.
Have a question about your situation?
The Tomlin Group has served individuals and businesses across Alpharetta and Atlanta since 1963. We are glad to talk it through.