Crew Tax Forms
Tax Forms for Our Clients
Forms that facilitate a smooth, accurate tax filing.
Start With Your Tax Organizer
Our customized organizer helps clients gather income, financial details, and expense information efficiently. Completing this form ensures we have everything required to prepare your return accurately and quickly.
Tax Organizer (PDF)
Tax Organizer (Online)
A structured form for uploading through the secure client portal once completed.
Tax Organizer (PDF)
Tax Organizer (Online Form)
Please note that the Tax Organizer will time-out if idle and does not have a save feature. This is due to the encryption of your data. It is best to look over the PDF form first, gather your information and then complete this form.
Schedule C Organizer
Schedule E Organizer
Schedule F Organizer
Profit or Loss from Business - Sole Proprietor - to be uploaded through the secure client portal once completed.
Schedule C Organizer (PDF)
Schedule C Organizer (Online Form)
Profit or Loss from Business - Sole Proprietor - to be filled out online. Please note that the Schedule C Organizer will time-out if idle and does not have a save feature. This is due to the encryption of your data. It is best to look over the PDF form first, gather your information and then complete this form.
Supplemental Income and Loss - to be uploaded through the secure client portal once completed.
Schedule E Organizer (PDF)
Schedule E Organizer (Online Form)
Supplemental Income and Loss - to be filled out online. Please note that the Schedule E Organizer will time-out if idle and does not have a save feature. This is due to the encryption of your data. It is best to look over the PDF form first, gather your information and then complete this form.
Profit or Loss from Farming - to be uploaded through the secure client portal once completed.
Schedule F Organizer (PDF)
SCHEDULE F Organizer (Online Form)
Profit or Loss from Farming - to be filled out online. Please note that the Schedule F Organizer will time-out if idle and does not have a save feature. This is due to the encryption of your data. It is best to look over the PDF form first, gather your information and then complete this form.
Employee Business Expenses Organizer
Per Diem Form
A structured form for uploading through the secure client portal once completed.
This form is only for clients who lived in AL, AR, CA or HI during the tax year.
Employee Business Expenses Organizer (PDF)
EMPLOYEE BUSINESS EXPENSES Organizer (Online Form)
A structured form that can be filled out online.
This form is only for clients who lived in AL, AR, CA or HI during the tax year.
This form is only for airline personnel who lived in AL, AR, CA or HI during the tax year.
Per Diem Form (PDF)
PER DIEM FORM (Online Form)
This form is only for airline personnel who lived in AL, AR, CA or HI during the tax year.
Bank Info Form
LLC Organizer
Once completed, this form must be uploaded via Client Xchange.
Bank Info Form (PDF)
Once completed, this form must be uploaded via Client Xchange.
LLC Organizer (PDF)
How to Submit Your Forms
Use Client Xchange, our secure portal, to upload your tax forms, completed Organizers or supporting tax documents.
We are committed to protecting your Personally Identifiable Information (PII). We offer Client Xchange as our only secure method of submitting your tax forms/documents with PII. We are unable to ensure the security of PII sent via alternative methods and therefore cannot be held responsible for such transmissions.