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Fill and Sign the Tax Organizer Should Be Completed and Sent to Your Tax Preparer with Your Tax Information

Fill and Sign the Tax Organizer Should Be Completed and Sent to Your Tax Preparer with Your Tax Information

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Open the document and fill out all its fields.
Apply your legally-binding eSignature.
Save and invite other recipients to sign it.

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  5. Include and assign fillable fields for others (if necessary).
  6. Continue with the Send Invite settings to solicit eSignatures from others.
  7. Save, print your version, or convert it into a reusable template.

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