Comment
02-03-2022
07:10 PM
02-03-2022
07:10 PM
I would also like editable tax organizers. I made my own because the Proseries tax organizer is so long few clients complete it. I'd prefer a simple list of income and deductions, with another simple list for C, E, & F schedules. It would be nice to have check list of the tax docs they received previously to remind them. A max of 5 pages or clients just bring it in blank. It needs to be more user friendly for the clients who are disorganized and not tax savvy.