How To Use MySafe Exchange MySafe Exchange Data Security Information

MySafe Exchange Client Login
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Forms & Resources

For your convenience, we offer you these easy to download forms and information presentations.

Most of these forms are provided using an interactive format allowing you to download the form, fill out the required information, save it for your files and upload a digital copy to our secure online resource MySafe Exchange. If you have any questions, please give us a call at McRuer CPAs:  816.741.7882.

Business

MySafe Exchange Login & Upload Instructions

MySafe Exchange Login Request Form – To Add or Change MySafe Login

McRuer CPAs Business Information Form for Consultation Meeting

2016 Business Tax Organizer Forms

Individuals

MySafe Exchange Login & Upload Instructions

  • Individual 1040 Tax Organizer - Personal Long Form
  • Individual 1040 Tax Organizer - Personal Simple Form
  • Individual Tax Organizer - Business - Schedule C
  • Individual Tax Organizer - Farm & Farm Rental
  • Individual Tax Organizer - Rental Properties