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