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The Intuit Link Organizer

Level 1

Anyone else out there really disappointed in the Intuit Link so-called organizer? There is nothing that I can find that equates to the Client Information pages nor the Direct Deposit & Estimates (Form 1040 ES) pages from the paper version. Both of those page groups are very important. If they are there and I just haven't seen them, will someone please point me in the right direction.

Also, the end result Excel spreadsheet is a mess to try to work with let alone try to print it even on a ledger-size sheet of paper.

So . . . anybody else?


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2 Replies 2
Level 15

I looked at it, considered it to be crap and never used it.

Level 15

I agree - totally onerous - Why not just use TurdoTax to do your own tax return?

Consider voting for this option https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/pdf-version-of-organizer/idi-p/123...

One of our power Lacerte Users has a product as an add on https://www.pdfautomationstation.com/products/item22.cfm



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