The tax organizer we upload to your portal every December is in a format that can be ‘filled in’ and then saved digitally to be returned to the portal. This saves paper and time for some clients. In order to fill in the organizer, the .pdf file needs to be opened with compatible software. If you are having trouble filling in the organizer try opening the .pdf file with a different program that is compatible. On windows computers try right clicking on the file and select ‘open with’ to see your options. There is a known issue with using the Chrome Browser to save fill in .pdf files. If your computer defaults to Chrome to open .pdf files you will need 'open with' another program.