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You can send or resend a 1040 Onvio Tax organizer to your Tax Matters Contact. Organizers allow the client to complete a questionnaire, attach tax documents and include notes and questions for you about their tax return.

To send a 1040 organizer complete the following:

1. Open the client's tax return.
2. Select Client Tasks, then 1040 Organizer.
3. Select Send Organizer.

   Note: If you are resending a completed organizer Onvio Tax will ask you to confirm that you want to send the organizer again. Resending an organizer will keep any data previously sent by the client and reset the status to In Progress. Any documents previously uploaded will still be available in Onvio Documents. 

4. The Tax Maters Contact will receive an email to complete the questionnaire.