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Last year's info on pdf organizers

jessica-fay-tax
Level 1

using the pdf organizer, is there a way to input last year's numbers so client sees?

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George4Tacks
Level 15

I think you are asking for something like this http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/TaxOnlineimages/TY18ExtendedOrganizerBl... but with last years figures. The answer is NO. You can get a checklist with some questions by following this https://accountants-community.intuit.com/articles/1606524-proconnect-tax-online-pdf-checklist-for-co... 

To get the first type, you need to buy Lacerte. The second choice shows how much they want to push the use of Link. 


ex-AllStar

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George4Tacks
Level 15

I think you are asking for something like this http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/TaxOnlineimages/TY18ExtendedOrganizerBl... but with last years figures. The answer is NO. You can get a checklist with some questions by following this https://accountants-community.intuit.com/articles/1606524-proconnect-tax-online-pdf-checklist-for-co... 

To get the first type, you need to buy Lacerte. The second choice shows how much they want to push the use of Link. 


ex-AllStar

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