smankow
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 2
		
	
				
		
	
		
			
    
	
		
		
		01-17-2023
	
		
		12:18 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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I generally don't send out Organizers to clients. However, I'm in the process of merging in two smaller firms that would collectively send out 50-100 Organizers. From what the clients have stated, they were generally 20-30+ pages (ProSystemsFX). As a test, I went into a client and the output was ONE PAGE, it doesn't incorporate ANY prior your data or numbers and doesn't even ask about virtual currency. Even a program like Drake generates a usable Organizer.
I figured that I'd ask here prior to manually creating them inside of Canopy.
Steve
		
			
				
						
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			jdeleo1743
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 2
		
	
				
		
	
		
			
    
	
		
		
		01-19-2023
	
		
		09:19 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Correct. The PTO organizer only lists sources - W-2, Form 1099 - from prior year with no amounts. You can add your own comments but time consuming.