Certified Public Accountants
Certain PDF readers and PDF web browser extensions (such as the Chrome PDF extension) will not save the data you enter into the PDF. You can test to see if your PDF reader is saving data by entering data into one field, saving the document and then reopening it. Upon reopening the PDF if you do not see the data you entered your PDF reader does not support saving the form.
In order to ensure the information you type into the form is saved please follow these steps:
1. Click here to download the tax information summary.
2. Open the PDF using Adobe Acrobat Reader.
3. Enter your information into the PDF.
4. Save the PDF.
5. We strongly recommend printing a copy of the organizer prior to closing the PDF reader.