can ITO generate a NICER tax organizer, like in Lacerte?

garland · ‎06-19-2023

I use ITO to prepare all 1040 returns & buy LACERTE every year just to get a detailed tax organizer with prior year info/numbers, converting ITO data to get those pretty Lacerte tax organizers to send out. Geez... that's an extra $520.52! My clients are really addicted to seeing that prior year data in pdf/paper form... any ideas? ITO (ProConnect) only offers a "blank" condensed or extended tax organizer, or kinda bogus personalized data checklists. ugh... thanks for any ideas! Oregon CPA & long-time ITO user.

abctax55 · ‎06-19-2023

One reason ITO/PTO is less expensive is that it doesn't have all the bells & whistles that Lacerte has.

If Intuit were to add all the fun stuff to PTO, then they'd lose the product distinctions AND the price differentials.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

IntuitRebecca · ‎06-20-2023

Hi there,

Have you tried the prior year worksheets? They're relatively new and may offer more of what you're looking for.

- Rebecca

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garland · ‎06-21-2023

Thanks SO much, Rebecca! That's exactly what i was looking for.