Level 2

Annual tax organizer

Forum|Forum|6 years ago
March 5, 2020
1 reply
8 views

I converted from Lacerte to ProConnect Tax Online. This my third tax season using PTO. For the most part, it has been a great program. However, I absolutely HATE the fact that I cannot produce a paper tax organizer like I could with Lacerte. PTO has something it calls an organizer, but it's terrible and I would be embarrassed to send it my clients.

Can we please, please, please have PTO create a Lacerte-like paper organizer next year? Not all clients use the organizer, but the ones that do, really miss the Lacerte ones I used to produce.

This topic has been closed for replies.

I

IntuitTravisH

Level 5

Thank you for your feedback! I will be sure to relay this to the product's development team.

In the meantime, I just want to ensure you have all resources available to you.

Here is an article that goes over the PDF Client Checklist: https://proconnect.intuit.com/community/help-articles/help/how-to-create-pdf-organizers-in-proconnect-tax-online/00/5191

Just as well, at the bottom of this article is a section that links out to the paper organizers found in Lacerte.

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