Karl
Level 8
Level 8

Ah, okay, I ran a complete version.  I agree, that same data is not populating in the complete version for this client. I'd call Support to make sure they are aware of the glitch.

Unsolicited advice, so feel free to ignore.  🙂  I personally recommend the condensed version. I don't want clients transcribing their tax forms. Too much room for errors that require more think/prep/confirmation time on my end to make sure I don't have conflicting supporting docs. Also, the shorter the organizer, in my mind, the greater likelihood they'll look at it, use and complete it.

I also don't require organizers in my firm. Questionnaire is required, but I made that a Google Form separate from the organizer. Organizer is optional, I tell clients to use it if it's helpful as a reminder of what docs to give me, and only to list things on it that aren't already on a tax form they are giving me.

I'm sorry this didn't give you the answer/fix you were looking for.  Hopefully it's resolved soon!

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