Call Sales

ProSeries®Client Organizer


Collect the client data you need faster and easier.


Available for Intuit ProConnect 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.


ProSeries Client Organizer



Service and Delivery Included.

ProSeries Client Organizer Manager Includes:

  • Automatically transfer data from 2016 ProSeries/1040
  • Create global and custom organizers
  • Carry forward prior-year descriptions and amounts
  • Automatically print organizer forms if an activity existed in the prior year
  • Carry forward depreciable assets and update all amounts
  • Print blank organizers for new clients
  • Convert/transfer preparer-entered data into the Tax Year 2016 ProSeries/1040
  • Control which forms to print with the clients' and preparers' copies
  • Use the integrated Client Letter to generate engagement letters automatically
  • Short version available to use with clients having less complex returns — saves you postage and your clients will be more likely to complete it


Reduce Data Entry Time:

With ProSeries Client Organizer, you can collect detailed return information from your clients, including:

  • W-2 income
  • Retirement income
  • Depreciable property
  • Household employees
  • Dependent care expenditures
  • Retirement plan contributions
  • Capital gains
  • Schedule C business income and expenses
  • Employee business expenses, including employee home office expense
  • Direct deposit of refunds
  • Electronic Filing options
  • Sale of personal residence
  • Installment sales
  • Schedule E rental income and expenses, including vacation home information
  • Schedule F farm income and expenses
  • Form 4835 farm rental income and expenses
  • Car and truck expenses
  • Itemized deductions, such as property taxes and contributions 

Common Questions for Client Organizer

Go Paperless - Reduce Expenses

ProSeries Client Tax Organizer is also available on a Pay-Per-Return (PPR) basis.

Perfect if you plan to send out less than 45 organizers.


Client Tax Organizer: $7 ea