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

Forum|Forum|6 months ago
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?

Lacerte Tax

abctax55

Level 15

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

M

mervrAuthor

Level 2

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

@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

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

Add it to the more easily edited cover letter.

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

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded