How do you create a PDF Tax Organizer for 2022?

Forum|Forum|3 years ago
November 30, 2022
1 reply
11 views

I have attempted to follow the steps appearing in the Help portal, but to no avail.

ProConnect Tax

This topic has been closed for replies.

George4Tacks

Level 15

On your Tax Returns list, click the down arrow next to View return.
Select Collect data - PDF to open the organizer panel for this client.
Choose the Organizer template you want to send.
Use the checkboxes to select which items to include in the organizer.
Click Edit on the Document checklist to customize it based on an existing return.
To save the organizer as a PDF, click the Export or print PDF button.

Once you save the PDF, click Continue to send the organizer through Intuit Link, or Cancel. If you don’t send the organizer to your client through Intuit Link, it won’t be saved in ProConnect Tax —just the PDF you download or print.

Read this full article https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/create-pdf-organizers-proconnect-tax/L3otPx4hB_US_en_US?uid=lbgnrm0w

Answers are easy. Questions are hard!

C

CPA MartyAuthor

Level 3

Thank you for your reply. The issue I am experiencing is that the only organizer template appearing is a document checklist. Is it possible that the 2022 templates have not been published yet? The only thing I have been able to print at this time is a blank 2021 organizer.

George4Tacks

Level 15

Organizers that are released at this time are sort of "Beta" versions and often are buggy. Personally I don't do mine until at least mid January, as my clients are not the chomping at the bit type of client.

So, YES many bits may have not been published yet.

Answers are easy. Questions are hard!

Sign up

Login with SSO

Let's get you signed in

Login with SSO