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Level 2
December 29, 2025
Question

Can Intuit add a Bank Information section to the Lacerte Condensed Organizer?

  • December 29, 2025
  • 3 replies
  • 12 views

The blank Condensed Organizer does not have a section for Bank Information, and we see this as a glaring omission for TY2025. Can it be added ASAP?

3 replies

abctax55
Level 15
December 29, 2025

It is HIGHLY unlikely Intuit will make any organizer changes now.

I suggest you create you own version by editing the one provided.

HumanKind... Be Both
mervrAuthor
Level 2
December 29, 2025

We print organizer blanks all through tax season, and it's early enough to still be highly beneficial for most. It would be smart to include this early in the game.

abctax55
Level 15
December 29, 2025

@mervr   

While that may be the case.... Intuit will NOT be making any changes to the organizers.  Their rules, not mine.

HumanKind... Be Both
George4Tacks
Level 15
December 29, 2025

You could add it to the ORGANIZER. Maybe:

If you want to have any refund deposited directly to your bank, attach a voided check. 

Personally, I have totally edited the condensed organizer to what I WANT on it and made it work to the right number of pages to not waste paper. 

Answers are easy. Questions are hard!
Accountant-Man
Level 13
December 31, 2025

Add it to the more easily edited cover letter.

** I'm still a champion... of the world! Even without The Lounge.