What kind of document are you looking for?

We use the tax planner found under tools.  Depending on what you mean by "last year" you would either use this year's planner or the one found in 2018.

I had a new client last year that is asking me if I could send them a tax planner.  I did a little digging and I think it is probably what intuit calls a tax organizer.  I guess it's some kind of checklist for them based on what documents they had last year as they're gathering their papers now.  We don't use it but I was just wondering if I could pull one up for the clients that ask for it.  I'm having trouble figuring out how to generate and print this organizer.  I think the short one would work.

Do I go into last year's program to get it or this year's?

Also, please guide me with the steps after that.

Thanks

I think I'm looking for the organizer.

A checklist for the client to follow as a guide for gathering documents based on what they had last year.

Got it! Thank you!

You betcha!