Knoxville, TN CPA and Accounting Firm

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865-212-4867 / 844-527-2477

Completing & Submitting the Web Tax Organizer

The Web Questionnaire is an important tool used by your tax preparer and we recommend you  take a few moments to complete the questionnaire before submitting your WTO. By completing the questionnaire, you are providing insight into your tax situation beyond the tax documents you submit.  This information will allow your tax preparer to research & implement potential tax strategies that could benefit you on your tax return, and even into the future.  We recommend you  take a few moments to complete the questionnaire before submitting your WTO.

Attaching Files to Your Web Tax Organizer
Note, ONLY use this feature if entering and submitting data in your WTO, and attach any files before submitting the WTO. If you will not be entering data into your WTO, please use the File Exchange feature of your portal to submit electronic files to us.

BEFORE you click the "Send to Preparer" button and submit your organizer, you MUST attach your documents to your Web Organizer.

1.      Click on the “Attachments” icon located to the left of the Index.
2.      Click the “Add Files” button.
3.      Navigate to the file(s) you want to attach, select it, and click the Open button.  File types accepted:
    •     Microsoft Money or Intuit Quicken export files in tax exchange format (TXF)
    •     Microsoft Excel files (XLS or XLSX)
    •     Microsoft Word (DOC, DOCX, or RTF)
    •     Adobe Reader (PDF)
    •     Image files (JPG, BMP, TIF, or PNG)
    •     Web pages (HTM or HTML)
    •     Text documents (TXT)
4.      With the path and file name in the field at the top of the screen, click the “Start Upload” button.

5.      Repeat these steps for other files that need to accompany your web organizer. After attaching a file, you can view it by clicking the file name.

6.      You can attach a maximum of 50 files, up to 10 MB each.

TIP:  To delete any file you have added prior to clicking “Start Upload”, you can click on the red circle.

TIP:  To delete any file in the upload queue, but not yet submitted with your WTO, check the box next to the file(s) you want to delete, then click the “Delete Selected” button at the bottom of the page.

Save & Work Later or “Send to Preparer” & Submit
If you don’t have all of your data or don’t have time to complete your organizer in one sitting, you can save the information you have entered by clicking the “Save & Close” button. You can pick up where you left off the next time you log in and open your WTO. Once you have entered all your tax information, including the questionnaire and providing any questions or notes for your preparer, and you have uploaded all the supporting tax documents, you are ready to submit your WTO!

IMPORTANT: You MUST click the "Send to Preparer" button to submit to us.

You are able to submit your Web Tax Organizer AND attachments only once. If you have additional documents to send us after you have submitted your WTO, please use the File Exchange feature on your portal. Alternately, you can also email data to This e-mail address is being protected from spambots. You need JavaScript enabled to view it. , fax it to us at 865-212-4869 (toll free 877-336-5782), mail it to us, or bring it to our office.

Saving/Printing a Copy
You can save or print a copy of your WTO at any time.  If you would like to save a copy of your completed WTO, or if you would prefer to prepare a paper copy of your organizer to submit to us, click "Create PDF" to create an electronic copy in PDF that you can save on your local drive and/or print.  When you submit a paper copy of your tax organizer, please also include with it all of your supporting tax documents.  We will scan the documents into our electronic file cabinet and return them to you once your tax return is completed.