2025 Tax Organizer

Individual Tax Organizer

How to Complete Your Stanford Tax Questionnaire

We utilize Stanford tax questionnaires to securely gather your financial information. Follow the steps below to complete your submission.

1. Access Your Organizer

You will receive an email notification containing a link to your tax questionnaire.

• Click View Organizer to begin.
• Note: For your security, you may be prompted to enter a verification code sent to your email address.

2. Provide Your Information

Fill out the questionnaire as thoroughly as possible. You do not need to finish everything in one sitting; your progress is saved automatically, allowing you to leave and return at your convenience.

3. Upload Supporting Documents

You can provide your tax documents in two ways:

• Browse: Click the "Browse" button to select files from your computer.
• Drag & Drop: Simply drag your files directly into the designated upload area.

4. Finalize Your Submission

Once you have answered all questions and uploaded your documents, scroll to the bottom of the page and select Complete Questionnaire.

[!IMPORTANT] Your file is locked for review once you click "Complete."

Need to make changes?

If you realize you missed a document or need to update information after you have submitted the questionnaire, please contact us at info@advisorybyvela.com. We will be happy to reopen your file for you.