martett
Level 2
02-08-2020
01:39 PM
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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