Welcome to your Electronic Tax Organizer (E-Tax Organizer)!

Please call us, (603) 501-7100, to receive your login information.

If you have already received your login information, please use this link to access your E-Tax Organizer:

E-Tax Organizer – My 1040 Data

Important Information to Remember:

Security Time-Out

For your security, clients using My1040Data will be required to log in again after 20 minutes of inactivity. My1040Data Toolkit automatically requires users to log in again after 30 minutes of inactivity.

Browsers (Chrome, Safari, Edge, Etc.)

My1040Data requires the following browser settings to allow dynamic programming. Chrome, Safari, and Edge work best.

  • Pop-ups must be allowed for this site.
  • Cookies must be allowed.  
  • JavaScript must be enabled.

2-Step Verification Required

We care about your security. 2-Step Verification is implemented by default! You will need to use your email or cell phone in order to access your account once you have logged in.

Uploading Documents

Uploading documents within each section of the e-tax organizer can be a helpful way to stay organized and remember your place while you work through the e-organizer. If you feel that a section doesn’t apply, please skip that section and make note at the end for any items you are unsure of!