Follow this step-by-step guide to fill out your Engagement Letter and Tax Organizer using the Abacus! App (mobile version). View our web version step-by-step guide here to learn how to use the app on your web browser.

Step 1

  • Sign in with your existing Abacus! App account, or sign up using your registered Abacus! email address. Need help? View the How to Sign Up guide here.

Step 2

  • Select the “Account” button in the bottom right-hand corner. 

Step 3

  • Select the “Engagement & Tax Organizer” button.

Step 4

  • You will be prompted to login again. Use the same login credentials you used earlier. 

Step 5

  • Choose the individual or business name associated with the forms you need to complete.

Step 6

  • Select which tax year you would like to complete.

Step 7

  • Complete the intake questions. 

Step 8

  • Once you’ve completed all fields, click “Continue.”

Step 9

  • Carefully read through the Engagement Letter, then sign in the “Taxpayer Signature” field, type your name in the “Taxpayer Print Name” field, and enter the date. 

Step 10

  • Select “Submit Engagement Letter” or “Proceed to Tax Organizer.”

Step 11

  • Steps 11 through 16 show what happens next if you select “Submit Engagement Letter.” After selecting “Submit Engagement Letter,” click “Continue.”

Step 12

  • Review the Engagement Letter if needed, or scroll to the bottom to confirm your signature is correct. After that, click “Submit.”

Step 14

  • You and Abacus! will both receive emails confirming your submission through the app. After checking this, click “Continue.”

Step 15

  • Select “Finish.“

Step 16

  • When your Engagement Letter has been properly submitted, the selected tax year will now display “Submitted” on this screen.

Step 17

  • Next, the app will prompt you to complete the Tax Organizer. You can either select “Fill Out Tax Organizer” or “Continue” to return to the main navigation screen. The following steps will show what happens if you select “Fill Out Tax Organizer.”

Step 18

  • Review the Tax Audit Protection offering and determine whether you want to discuss it during your ALIGN meeting with your Abacus! Professional. Once you’ve made your choice, click “Yes” or “No” and then select “Continue.”

Step 19

  • You will now be prompted to answer personal information questions. To complete each one, click in the field and type your answer.

Step 20

  • Fill out each field with your information and select “Continue.”

Step 21

  • You will now be prompted to answer the Tax Organizer questions. Click “Select” to begin each section.

Step 22

  • Once you complete each section, the “Select” button will change to “Review.” After all buttons display “Review” and you’ve completed every section, click “Continue.”

Step 23

  • Your answers will be compiled into a PDF file. Please review the file carefully to ensure all answers are correct, then click “Submit.”

Step 24

  • You should see the message “Thank you for your submission.” Next, click “Continue.”

Step 25

  • The Tax Organizer has been successfully submitted. Click “Submit” to complete the process.