Available for Intuit ProSeries Tax professional only
Included in PowerTax Library, PowerTax Lite, and ProSeries Choice
ProSeries client organizer
Collect the client data you need faster and easier with this client tax organizer that helps you get the information you'll need to prepare virtually any client return. And, reduce time-consuming data entry and risk of errors with its data transfer capabilities.
How to create a Client Organizer
ProSeries Client Organizer includes:
- Automatic transfer of prior tax year data to current year returns
- Standard and custom organizers
- Carry forward prior-year descriptions and amounts
- Automatic printing of preexisting organizer forms
- Carry forward depreciable assets and updates
- Blank organizers for new clients
- Control over which forms to print as clients' and preparers' copies
- Automatic engagement letter creation
- Short versions for clients with simpler returns, so they're likely to complete them and you'll save on postage
- Detailed return data collection from:
- 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
Stay organized and reduce expenses
Common questions for Client Organizer
The four-page short organizer is a condensed version of Client Organizer. It's designed to include the most common taxpayer information and can be used for clients with less complicated returns. Your 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 based on the clients’ needs, such as ORG19, Business Income, and Expenses. You can use Control Which Forms Print to modify which forms you want to print. You cannot enter data directly into the Short Organizer. All data fields in the Short Organizer are duplicated in other Client Organizer forms.
Additional professional tax software integrations
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A convenient refund transfer payment option so your clients don't pay upfront costs, and you get paid faster for your tax services.
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Professional tax paper supplies
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Instill confidence in your firm's professional capabilities with premium tax return folders and envelopes, designed to match slip sheets printed from Lacerte and ProSeries.
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Quickly generate 1099 and W-2 forms directly from ProSeries or Lacerte.
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Quickly and reliably import data into your return with just a few clicks.
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Easily request client information and send client data through a secure online portal.
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Client organizer
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Get the information you need to prepare virtually any client return quickly with data transfer capabilities and reduce risk of errors.
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Fixed asset manager
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Network sharing
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Enable everyone in your practice to share and synchronize client files from one common location.
QuickCollect
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Give your clients the option to pay your tax prep fees from their refund.
