# Individual returns, from the organizer to the e-file

Prepare every individual return in one place. Start with the organizer. End with the IRS's answer. The client's papers, the return and the e-file all stay in one record.

## Form 1040 and every schedule
Prepare Form 1040 with every schedule and about a hundred more forms. Wages, a business, rentals, stock sales and credits are all here. The minimum tax, the 3.8% tax on investment income and the business income deduction are figured, not guessed. So are the foreign tax credit and the forms for foreign accounts. Returns for visa holders and for the self-employed in the territories are here too. Carryovers and depreciation roll forward with the year they came from.

## Every state, and DC
State returns come from the same facts as the federal return, in all 50 states plus DC and the territories. County and city taxes are figured where a state has them. A move during the year splits the return between two states. A client who works in one state and lives in another gets both returns, with the credit between them. Compare what the client would owe in each state, side by side.

## Client papers read for you
Send each client an organizer built from last year's return. The client answers in the portal and uploads W-2s, 1099s, K-1s and other papers. Each paper is read for you. A brokerage 1099 goes straight onto the return, every trade included, with its dates, cost and wash sales. Your staff checks each figure before it is used. You see what is still missing at a glance, and reminders go out until it arrives.

## Chat with the return
Ask the return a question in plain words, such as why the refund went down. The answer comes from the return's own lines. Tell it what changed, such as a new baby or a sold rental. It updates the facts, runs the return again and shows each line that moved. Every change is saved with who asked for it and when. Your preparer reviews it before anything is filed.

## Returns that do not guess
Every figure is checked against its source. When a fact is missing, the return says so and names it. It never shows a quiet zero. Each line shows the rule and the facts behind it. This year's return sits beside last year's, with what moved and why: a new fact or a change in the law. A change in the law is shown with the client's own numbers. The printed pages are the real IRS forms.

## E-signing and e-filing
Before a client signs Form 8879 from home, they show a photo ID and take a selfie, so you know who signed. Then the return is e-filed with the IRS and the state. Each filing gets its postmark. The IRS answer comes back to the same return. A rejected return shows the reason and goes back to the queue. When it is accepted, the client's copy goes to their portal. See [e-filing](/tax-filing).

## Extensions and estimates
File Form 4868 for one client or for many at once. Each extension is e-filed, and its answer comes back like a return's. Next year's estimated payments on Form 1040-ES are worked out from this year's return, with the safe amount that avoids a penalty. The vouchers and due dates go to the client's portal. Reminders go out before each payment is due. So the client knows what to pay and when.

## IRS records and transcripts
The client signs Form 8821 in the portal. Then your firm pulls their transcripts on its own and checks them again every day. The IRS figures sit beside yours, line by line. A line that does not match stands out, with what to do about it. A new IRS notice shows up for your staff right away. So you hear about a problem before your client does.

## Try it with the example return
Open the fictional home builder's return. Change a fact and run it again. Then compare the new form pages with the old ones. Open the second example to see a return that asks for one more fact before it is done. Nothing you change there is filed. [Try the platform](/try?for=accounting) or [talk with us](/contact) about your firm.