I have the same issue. In addition to what mwaller1027 pointed out you can download and print the Tax Preparation Agreement, Questionnaire, and Document Checklist while in Create request. Just click on the symbol next to where it says continue.
@Jhaberman wrote:I am a senior citizen preparing nearly 300 personal tax returns yearly. At least half of my clients are older than I am and do not use the internet. It appears PTO does not give me the ability to print a tax organizer and questionnaire from a PDF and mail that to my clients. The only option I can find (as confirmed by a call to "support") is to send an organizer via Intuit Link.
This tells me I can no longer send at least half my clients a tax organizer unless I buy another product, convert my files to that product, and then print organizers in that product (can anyone say Drake?)
Mind boggling to me that I cannot properly service about half my practice via PTO - they are taxpayers and clients, too!
