ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Action Required: Create Your Private Copy First
2
3
To protect your privacy and ensure you can save all of your data correctly, you must create your own private copy of the file before entering any information.
4
5
Please follow these two steps before you begin filling out the form:
6
7
Once the file is open, click File in the top left corner, then select Make a copy.
8
9
Rename the copy to include your name (e.g., "[Year] Tax Organizer - [Your Name]").
10
11
Click the button - Make a copy.
12
13
That’s it! You are now working on your own private file, and your progress will save automatically to your Google Drive.
14
15
Next Steps and Submission
16
17
Please fill out all relevant sections of the organizer. You can skip any section that does not apply to your situation.
18
19
The organizer is designed with separate tabs at the bottom (e.g., Income, Deductions, Documents) to keep your information organized.
20
21
Once you have completed the organizer, simply share the copied Google Sheet back with us at our document portal or collective@sageabacus.com
22
23
We appreciate your business and look forward to working with you. Please do not hesitate to reach out if you have any questions about the organizer or the process.
24
25
Sincerely,
26
27
Ley Ebrada | Founder | Sage Abacus Tax Advisors
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100