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In Organizer can changes be made to Documents to Send to Preparer

RicB
Level 2

I change the print order so that Documents to Send to Preparer is the top sheet.  I want to edit this page to request driver's license info and add a line for stimulus payments.  I know the stimulus question is in the organizer, but too many don't see it and follow up phone calls are needed.  If I could highlight it on the cover page it would reduce the calls.

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4 Comments 4
jeffmcpa2010
Level 11

I never found a way to edit individual pages.

I cover everything else I want from the client highlighted in my cover letter that I attach to the front of the organizer.

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Accountant-Man
Level 13

Add them to your cover letter. 

** I'm still a champion... of the world! Even without The Lounge.
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kdeerickson
Level 3

You can print the organizer to pdf and edit it and add the items you mentioned in pdf software.

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RicB
Level 2

Thanks for all the replies

I ended up adding it to the cover letter and emphasized with bold lettering.  Many of my clients use the documents page as check list.  So if I could get that all in one place it would have been an improvement.

 

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