Additional instructions for Web Client Organizer

1.  Go to www.borcheckandgase.com, enter your ID and password

( if you are not sure want your ID or password is please contact the office for assistance).  

2.  On the Home page of your portal, open the "Web Organizer", "Enter Tax Information".  Here you can open each section, verify the information, make changes as needed and enter 2011 tax information on the appropriate pages.

3.  Click on "Upload Attachments" or "Attachments" and follow the instructions at the top of the page to add documents.  

       a.  Click the Add files button at the bottom left.

       b.  Choose the file or files

       c.  Click the open button

       d.  Click Start upload

4.  Once your Web Organizer is completed, go to the "Web Organizer Index" section.  

     Here you can choose to:

     a.  Save & Close to end this session and return later to complete.

     b.  Create a PDF to save the Web Organizer for your records.

     c.  Send  the completed organizer to Preparer.