Tax Notebook

Getting Started

The Tax Notebook is designed to minimize your time and effort in gathering your tax information by focusing only on the items that are relevant to your personal tax situation. The Tax Notebook contains section tabs on the right side that will appear based on your answers to questions in the Personal Information section and last year’s information, if available. Within each section, applicable topic tabs will appear across the top.

If you have already received your user ID and password from us, click here to Log In to your account. If you do not have a Tax Notebook account or do not know your user ID or password, please contact us.