Tax OrganizerUsing the Tax Organizer
Start here when you need to send documents, answer organizer questions, complete tasks, or review return delivery items.
Current guidance while videos are rebuilt
Help Center
We are rebuilding the video library so it matches the current client hub, tax organizer, and support flow. For now, these are the best current resources.
Video library update
Updated walkthroughs will focus on the common client tasks: using the organizer, making payments, finding documents, understanding return stages, and contacting the right team.
Click-through walkthroughs
Choose the exact payment situation, launch the guide, and advance one screen at a time.
IRS
Selected walkthrough
IRS
Make a payment on a balance due return
Form 1040 balance due from a filed or ready-to-file individual tax return.
Key details
Reason: Balance Due. Apply to: Income Tax - Form 1040. Tax year: use the year shown in your return instructions.
Choose a walkthrough and launch it
Each guide advances one screen at a time so you can read the instructions before moving on.
Current help topics
Completing Your Organizer
Truss has a current written guide while we prepare updated CPA Web Books walkthrough videos.
Paying Taxes Online
Use the official IRS payment page when your return instructions say an online federal payment is needed.
Finding the Right Team
Use the support page when you are not sure whether your question belongs with tax, bookkeeping, payroll, billing, or client services.
Common questions
Should I email tax documents?
Use the secure organizer whenever possible. It keeps documents, answers, and return notes together for the team.
Where should I ask questions about my active tax return?
Use the organizer for return-specific documents, missing information, and questions tied to the active return.
Who handles bookkeeping questions?
Sara manages bookkeeping, with Joyce and Kim helping support bookkeeping work. Use books@cpawebbooks.com for monthly books, reports, bank feeds, and transaction questions.
When should I schedule a meeting?
Meetings are best for planning, onboarding, training, or topics that need discussion. Quick status or document questions usually work better through the correct support channel.
Need a walkthrough?
If the written guide does not answer your question, contact the team and we will point you to the right next step.