Foreign Investors Forms & Organizers

When you have compiled your tax information:

  1. Scan your completed Client Organizer to your computer. (make sure you know the path where you scanned the documents)

  2. Log in to your secure client center at

  3. While logged in, click on the File Exchange link

  4. Click on the Documents for Accountant folder.

  5. Click on the Upload button.

  6. Click on Select Files and browse to the location where you scanned your documents.  Select file(s) to upload.

TIP:  you can press the CTRL key and click on each document to select multiple files at once.

Thank you for the opportunity to serve you.

Note: You must have Adobe Acrobat Reader installed to print the Checklist and Organizer documents. Click here to download the program for free.