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1 page organizer of source documents for client reference?

stacycpa
Level 1

Is there a report/organizer I can run for Lacerte to print the source documents (***in a "short and sweet" format***) needed for a client based on prior year info?  Folks are getting worse at forgetting something each year and this would be such a great tool for all involved!  A checklist or N/A setup would be awesome. Hint, Hint Intuit!

For example:

W-2s:

-Boring Job, Inc.

-Friday's Coming, LLC

 

Interest Income:

-ABC Bank

-Imaginary Brokerage Firm

 

Dividend Income:

-Imaginary Brokerage Firm

 

Oil/Gas Royalty/Lease:

-Big Money Oil, Ltd.

-Bone Dry Well, Inc.

 

Rental Property Activity:

-1001 NO SE Tax Lane

-9999 Rents Goin Up Blvd

 

Pension/IRA:

-Declining Balance Brokerage, Inc.

-Hometown Bank

 

 

 

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3 Replies 3
George4Tacks
Level 15

It is the "Organizer" which is available shortly after the new year return software is issued. If you have done a 2019 return, you can access the 2020 organizer in that 2019 software. 

https://proconnect.intuit.com/community/print-a-file/help/printing-organizers-in-lacerte/00/3538

The "condensed" organizer only includes items that were on the prior year return. 

You can see a sample  at https://digitalasset.intuit.com/DOCUMENT/A2sBBhkXq/TY20ExtendedBlankOrganizer.pdf 


ex-AllStar
sjrcpa
Level 15

Intuit Link might provide this, but I see a lot of complaints about it here and no praise.


ex-AllStar
George4Tacks
Level 15

My experience - Link is a Lunk


ex-AllStar