Check Tax Organizers for Completeness Before You Start the Return
Tax preparers start returns only to hit missing W-2s and 1099s, causing rework and delays. Check each client's organizer for completeness against their prior year before beginning.
- 1
Collect the Organizer
Add a
Typeform Triggergathering the client's tax documents. - 2
Compare to Prior Year
Add a
Codenode flagging documents present last year but missing now. - 3
Request the Gaps
Add a
Gmailnode listing exactly what's still needed. - 4
Clear to Prepare
Notify the preparer only when a client's file is complete.
- 5
Activate and Test
Activate the workflow with an incomplete test organizer. Confirm the gap request fires.
Frequently asked questions
Why compare to prior year?
A client who had dividend income last year and no 1099-DIV this year probably just forgot it — the comparison catches it.
Rework cost?
A return started and stalled twice for missing documents costs far more than the completeness check that prevents it.
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