Is there a way to print a fillable organizer?

Forum|Forum|5 years ago
September 23, 2020
2 replies
13 views

Hi-

Is there a way to print a pdf fillable organizer? I want the clients to be able to fill out the pdf form and send it back to us.

Thanks so much!

Lacerte Tax

This topic has been closed for replies.

abctax55

Level 15

It's called the e-organizer. And you pay extra for it....

HumanKind... Be Both

itonewbie

Level 15

And after paying for the e-organizer, don't be surprised you'd need to pay again (with your own time) fixing your clients' disorganized or incorrect input (as you are accustomed to seeing in paper organizers) before the import or diagnosing what went wrong after the import to their returns.

---------------------------------------------------------------------------------Still an AllStar

sjrcpa

Level 15

I like it but I only send to those clients who are technology savvy and who I think will do a good job filling it out correctly (often based on past performance with a paper organizer).

The more I know the more I don’t know.

M

mbenncpa

Level 2

They made it sound like something new during the tax season readiness sessions, but there isnt a fillable organizer. Just the old E-Org which is a little clunky.

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