Welcome to the new and improved A & E Tax Service Organizer Upload Portal. You may use this portal to send your organizer, along with any required attachments, to your preparer. You may now download your organizer as a fillable PDF by clicking the download button below!  If you would like to use any of our helpful worksheets or forms, you may click here to find them in our Forms and Links section.

Once you have finished assembling your documents, please click the upload button below to submit your documents. You will want to send your documents to the preparer who most recently worked on your return!

Download your PDF organizer Upload your completed tax organizer






If you want to retrieve documents uploaded to you by our staff, or access your full ShareFile account, click the button below to log in!