Tax Organizer and Notebook

We are pleased to introduce our new online tax organizer, My1040Data. My1040Data is your secure, online alternative to the traditional paper organizer. The organizer can facilitate the process of putting together your tax information. You can access My1040Data on any PC, Mac or tablet. Please call 212-605-3100 to obtain your user ID and Password.

Once you are logged on, you will notice a streamlined organizer that is easy to understand. You will have the option to either enter, attach or photograph your data. You will also be able to indicate whether you will send missing data later and include personal notes to your tax partner.

You can enter and save your information and return to the organizer at your convenience, however once you complete the organizer, you no longer can access it electronically. You can print the completed tax organizer and fax or mail it to the office. If you have additional information or edits, you may send it to us by mail or via email.

If you are comfortable with the old Tax Notebook product, it is still available for use. As before, should you need assistance with your Tax Notebook User ID or Password please contact my-tax-notebook@pwcpa.com or call 212-605-3100 and ask for Susan Clifford.

Click Here to Access Our Tax Organizer

Click Here to Access Our Tax Notebook