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When Do You Send Out Tax Organizers


ETax847

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I don't send Word or Excel files to gather information because the user could change it. I prefer Pdf that can not be edited, except for the fillable part.

Excel and Word files can be password protected. I am not sure that s relevant anyway, because as long as the info provided is identified the tax organizier purpose is fulfilled. If any info is not provided you simply ask for it.

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