itonewbie
Level 15
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@The Intuit Boris Link has always been used as a data collection tool but never quite got there and still does not.  These are comments that have been echoed on this board and in the FB Group over the years.  I did check PTO before posting this follow-up - there have been some positive (yet-to-be-tested) changes to how documents are shared and dialogs created but no material change to the questionnaire/checklists, which are too general to replace tax organizers (both paper and electronic versions) used traditionally by tax professionals.

Does this mean Intuit does not intend to update the paper organizers for this year?  Personally, we develop our own customizable electronic organizers and do not use paper organizers but there are others who would benefit from it.
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Still an AllStar
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