itonewbie
Level 15

That's what you get for the stripped down online version of Lacerte that PTO is.  It doesn't offer an option for proforma organizer and there is no way you can produce that natively in PTO.

Intuit has also resisted calls to provide that option over the years because they feel strongly that their Questionnaire/Documents Checklist on Link is the way of the future.  Your only alternative to that is the blank organizers you can download from this article (see Blank paper organizers)

https://proconnect.intuit.com/community/print-a-file/help/how-to-create-pdf-organizers-in-proconnect...

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Still an AllStar