Client Resources

Forms & Resources

Download the organizers, authorization forms, and other documents you need to work with Vortax Accounting. If you're not sure which form applies to you, contact us and we'll point you in the right direction.

Downloads

Find the document you need.

Forms are provided as PDF documents unless otherwise noted. You can open a form in your browser or download a copy to your device.

Helpful Tax Links

External Link Document

Where's My Refund?

Check the status of your federal income tax refund using the IRS Where's My Refund tool.

External Link Document

State Tax Agencies

Find contact information and websites for state tax agencies throughout the United States.

External Link Document

IRS Payments

Make a federal tax payment or review available IRS payment options.

External Link Document

Where's My Amended Return?

Check the status of a previously filed amended federal income tax return.

Tax Organizers

PDF Document

2025 Small Business Tax Organizer

Fillable small-business organizer covering income, expenses, vehicles, home-office use, equipment purchases or sales, and estimated tax payments.

PDF Document

2025 Real Estate Rental Organizer

Fillable organizer for reporting rental income and expenses for up to three properties, with space for property details and notes.

PDF Document

2025 Trust & Estate 1041 Organizer

Organizer for fiduciary estate and trust tax returns, including filing information, beneficiary details, expenses, asset sales, and estate-sale worksheets.

Need help?

Not sure which form to use?

Send us a message and let us know what you're working on. We'll help you identify the right document.

Contact Vortax