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What was it Jackie Gleason used to say "Oh how sweeeeet it is". I ,of course, realize many of you do not know who he was.

I just used it to help determine of an adult, disabled child is a dependent, and found it very useful. Judy, perhaps this could be a 'pinned topic' ??? Thanks, Lynn

Now I know where to refer all those client questions to : https://www.irs.gov/help/ita

It's one of the top links in the reddit tax forum: https://www.reddit.com/r/tax/comments/3zf1bs/before_you_post_see_if_you_can_find_your_answer/ The IRS Tools is also helpful: https://www.irs.gov/help/tools As is this: https://www.irs.gov/help/telephone-assistance

Torez J. Brown Senior Sales Business Retention Associate US Professional Market/US Preparer Market Tax and Accounting North America Direct: 678-797-6940 [email protected]

Maybe now that we can use FAQs as a source, the ITA will be a source and we can just ask it our questions instead of doing any research. Easy-peasy, right??

Here's what I send out. I don't use an organizer, per se, because a) they cost so much to send out, b) no one fills them out properly, and c) I want to see the original documents (and scan them for my records!) anyway. Don't waste the clients' time transferring (and messing up) numbers, and I get it all and can compare with prior year lists for anything missing. Anyone who keeps scanned originals, I highly recommend Gruntworx ( https://www.gruntworx.com/ ) to make an indexed pdf. That way when the CP2000 comes in a year and a half from filing, you can go instantly to the item the letter questions and see the original without slogging through a half-dozen or more pdf files littered with upside-down, back, and blank pages. 2021 Checklist - short organizer GF.pdf Also - anyone who finds it useful can use my organizer - if you drop me a note I'll send the Word document and you can put your own firm info on it, and make any state-specific changes.