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Tax Organizer

pc321
Level 3

Is it possible to email the Tax Organizer client in a pdf format that the client can fill-in?

 

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3 Replies 3
itonewbie
Level 15

Yes but you may need to pay, depending on the license you have.

https://proconnect.intuit.com/community/customer-lists/help/how-to-create-a-client-organizer-in-pros...

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rbynaker
Level 11

I don't think they can do fill-in PDFs but that may have changed.

itonewbie
Level 15

Nope, not fill-in, AFAIK.  I was thinking about filling in the old fashion way with pencil. 😅

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Still an AllStar
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