david3
Level 5
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I can only go by the instructions as stated.

The instructions indicate that after entering data - only the client would be entering data in their tax organizer.

The instructions have a link that says how do I create a 1040 with the new information - this appears to say that once a client enters data in their organizer that we are then able to create a 1040 with that information.

I guess the instructions are not clear and leads one to believe that there is a fillable organizer for clients to complete and that there is a way for us to import that data into the client's 1040.

Thanks for your help. 

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