1. On your Tax Returns list, click the down arrow next to View return.
2. Select Collect data - PDF to open the organizer panel for this client.
3. Choose the Organizer template you want to send.
4. Use the checkboxes to select which items to include in the organizer.
5. Click Edit on the Document checklist to customize it based on an existing return.
6. To save the organizer as a PDF, click the Export or print PDF button.

Once you save the PDF, click Continue to send the organizer through Intuit Link, or Cancel. If you don’t send the organizer to your client through Intuit Link, it won’t be saved in ProConnect Tax —just the PDF you download or print.

Read this full article https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/create-pdf-organizers-proconn...