Vast Forms


Client Tax Organizer

For your convenience, you may download our Individual Client Tax Organizer by clicking Download Now. Once completed, you may upload your document for easy submission. Alternatively, please email your completed form to: tax@vastsolutionsgroup.com

Client Tax Organizer

Client Tax Organizer (Plan Sponsor)
Name
Name
First
Last
Acceptable documents: .doc, .docx, pages, .pdf


Company/Group Tax Organizer

For your convenience, you may download our Company/Group Tax Organizer by clicking Download Now. Once completed, you may upload your document for easy submission. Alternatively, please email your completed form to: vsadmin@vastsolutionsgroup.com


Group/Business Tax Organizer

Group/Business Tax Organizer
Name
Name
First
Last
We accept .pdf documents only


Plan Sponsor Annual Organizer

For your convenience, you may download our Plan Sponsor Annual Organizer by clicking Download Now. Once completed, you may upload your document for easy submission. Alternatively, please email your completed form to: vsadmin@vastsolutionsgroup.com


Plan Sponsor Annual Organizer

Plan Sponsor Annual Organizer
Name
Name
First
Last
We accept .pdf, .doc, .docx, pages