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Does Proseries offer a tax planning document for clients based on last year?

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Level 2

Just want to know if there's a tax planning document that is generated based on client's last year's return.  If so, please provide info as to how to generate it. 

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Highlighted
Level 15

Open up the organizer and transfer the clients for which you would like to send an organizer.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

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Highlighted
Level 15

What kind of document are you looking for?

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Level 2

I had a new client last year that is asking me if I could send them a tax planner.  I did a little digging and I think it is probably what intuit calls a tax organizer.  I guess it's some kind of checklist for them based on what documents they had last year as they're gathering their papers now.  We don't use it but I was just wondering if I could pull one up for the clients that ask for it.  I'm having trouble figuring out how to generate and print this organizer.  I think the short one would work.

Do I go into last year's program to get it or this year's?

Also, please guide me with the steps after that.

Thanks

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Level 1

We use the tax planner found under tools.  Depending on what you mean by "last year" you would either use this year's planner or the one found in 2018.

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Highlighted
Level 2

I think I'm looking for the organizer.

A checklist for the client to follow as a guide for gathering documents based on what they had last year.

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Highlighted
Level 15

Open up the organizer and transfer the clients for which you would like to send an organizer.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

Highlighted
Level 2

Got it! Thank you!

Highlighted
Level 15

You betcha!

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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