Collect the client data you need faster and easier.
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.
ProSeries Client Organizer Includes:
Intuit ProConnect ProSeries Client Organizer is available as a compatible add-on solution for ProSeries Professional.
It includes:
- Automatically transfer data from 2018 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 2019 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
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.