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Level 2
May 6, 2026
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Make Tax Organizers fillable

Related products:ProSeries
  • May 6, 2026
  • 0 replies
  • 5 views

Make the ProSeries organizer PDFs fillable by client, so they can fill them in on their computer and send them back completed without printing.  This is an idea from 2020 with 163 votes and yet, it has not been done.

Please make the current year fields on the PDF fillable as well as the questions page and additional information page.  Also, allow the tax professional to edit the forms.

While you are at it, why not give the organizer a whole new refresh!  The format hasn't changed in 20 years.  Please eliminate the redundancies and make it more efficient.  Give us something for the money you charge for the organizer module.  Thank you.