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ClientTemplateYearStatusDeliveryDue
John Henderson 1040 Individual Organizer 2025 Submitted Delivered 3/15/2027
Marguerite Sokol 1040 Individual Organizer 2025 Sent Invited Awaiting sign-in 3/15/2027 Resend
Harbor Point Realty LLC S-Corp Year-End Packet 2025 In progress Not delivered No email on file 2/28/2027 Add email
Northline Dental PC S-Corp Year-End Packet 2025 In progress Delivered 3/15/2027 Remind
Sent organizers

John Henderson — 1040 Individual Organizer

Tax year 2025 · Due 3/15/2027
Submitted
Review
Submitted Aug 10, 2026 Work → 2025 Individual Return 2 open flags Tell the client
Flagged only Changed from 2024 Show unchecked
Income
Question20252024
Did you have income from a new employer? YesNo
Number of W-2s 21
Self-employment income ——
Deductions
Charitable contributions $4,200$1,150
Files
  • Henderson_W2_Acme.pdf Uploaded by the client · Aug 10, 2026
  • closing_statement.pdf Uploaded by the client · Aug 10, 2026 Not attached to a question
  • 2025 Organizer — Henderson.pdf Generated summary · Aug 10, 2026
Activity
  • SubmittedAug 10, 2026, 4:12 PM · client
  • Opened · 3×3:40 PM–4:05 PM · client
  • Reminder sentAug 7, 2026, 9:00 AM · system
  • SentAug 1, 2026, 8:30 AM · Dana Whitfield
Completion
Work started
Engagement created → 2025 Individual Return
Tags applied
Has rental
Summary PDF filed
Open in the client's documents
Submitted Aug 10, 2026 · responses frozen · reminders stopped.
Reopen note to client (optional)… Reopen Reopen + resend
T-ORG-02 · Aug 2026