Overriding Personalized Tax Organizers

Forum|Forum|5 years ago
January 30, 2021
3 replies
23 views

Is there a way to not use the auto-personalized organizers? I want to send the default one I created but can't figure out how to replace the personalized one. TIA

This topic has been closed for replies.

L

lindadod0626

Level 3

I am following, as I would like to do the same thing.

M

mcaganAuthor

Level 3

Super frustrating, right? Or I wish it would at least let me combine them, because I added in a bunch of questions about stimulus payments, gig work, unemployment, etc. 2020 is soooo different than 2019. I searched regular help, and looked at all the settings options. I'm sure there's a way to check a box somewhere, but I can't find it.

L

lindadod0626

Level 3

I figured it out for ProSeries and Link, and I don't know how ProConnect is different, but it might be.

Once my client has accepted my invitation, I click on my client's name in Overview. Then I click on the Documents tab on the client details page. I then click the blue Upload to Client button, and it gives me the option to attach a file - I attached my own checklist. Then I clicked on Notify Client, and I can edit the stock message that is sent with my document.

I tried this on myself as a client, just to make sure it works, and it seems to. Let me know if it will work for you.

itonewbie

Level 15

This discussion should help: https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-intuit-link-wants-to-send-a-document-checklist-based-on-last/01/115630#M11245

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

M

mcaganAuthor

Level 3

I have tried this without success. I want to NOT use the personalized, and I can edit it but that adds a considerable amount of work if I have to do that for everyone. I just want to use the organizer I created, but can't figure out how to override the personalized one. PCT is not allowing any other choices but the personalized. What I need is info on how to do that, not on how to modify a template.

R

rs1andonly

Level 2

Next to the list that's showing as personalized, select edit. There should be a dropdown at the top where you can select use template. Once you hit save, your original template should now used.

Sign up

Login with SSO

Let's get you signed in

Login with SSO