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After all your hard work in gathering information and filling out this
Organizer, we want to make sure that we receive it intact. With all the different
browsers, editors, and mail transports, there is no one set of directions on downloading
this document, filling it in, and transmitting it. This site has been set up to allow you,
from your browser, to open the Organizer into an editor and to invoke your standard
mail utility. If your browser is not set up to edit a file or mail an attachment, you may
need to reconfigure your browser accordingly or simply save the Organizer to your hard
disk and use your editor and mailer outside the scope of the browser.
 Organizer Format: We have created the Organizer in MS EXCEL format (.XLS) and - when sent to us, electronically - we will attempt to read your completed Organizer using MS EXCEL. If you are using another editor to fill in the Organizer,
please attempt to save the file in MS EXCEL format, if possible. If you save the file in
another format, please inform me and make sure it can be imported by MS EXCEL.
| Sending instructions for preferred method: |
| Sent by... |
Instructions
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| Email |
Open and edit (enter your tax information into) the Organizer
online, save it on your hard drive. When you click the EMAIL ORGANIZER option, the
browser will throw you into a mail utility with us as the addressee. Attach the
document and send it to me. Open the Organizer
Email the Organizer |
| FAX |
Do one of the following: (1) Open and edit the Organizer online
(2) save it on your hard drive (3) print it out (4) fax it to me OR (1) Open and
save the Organizer on your hard drive (2) print it out (3) fill it in (4) fax it to
me: 214 823-7991 |
| Mail |
Follow the fax instructions above but surface mail the Organizer
to me (PO Box 140165; Dallas, Texas 75214-0165) instead of faxing it, keeping in
mind how important deadline dates are when filing your return. Kindly email me a quick
note indicating the post date. |
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