Available for Intuit ProSeries Professional, this client tax organizer helps you get the information you'll need to prepare virtually any client return. And because of the data transfer capabilities, you can reduce time-consuming data entry and reduce the risk of errors.
Intuit ProConnect ProSeries Client Organizer is available as a compatible add-on solution for ProSeries Professional.
What is the "Short Organizer"?
The four-page Short Organizer is a condensed version of Client Organizer. It is designed to include the most common taxpayer information, and can be used for clients with less complicated returns. Now clients can fill out pertinent information quickly and easily, and attach the supporting documents. It may also be less costly to mail. For clients with more complicated returns, you can provide the long Client Organizer, or you can provide the Short Organizer and include relevant pages from the long Client Organizer (such as ORG19, Business Income and Expenses) based on the client's needs. You can use Control Which Forms Print to modify which forms you want to print. You cannot enter data directly on the Short Organizer. All data fields on the Short Organizer are duplicated in other Client Organizer forms.
Is the pricing for "Short Organizer" separate from the long version?
The pricing for Short Organizer is the same as the long version of Organizer. So, you can purchase the Unlimited product and use as many Short or Long Organizers as you would like.