Tax Organizer PDF with prior year tax items.

Jennieholton · ‎01-15-2026

When creating a request in the Intuit Link, the default email reads "New this year, if we prepared your individual income tax return in the prior year, in your intuit link account, look for the Shared Documents section. You can access a tax organizer pdf that shows prior year tax items and amounts that you provided us in the prior year to help you in gathering current year documents and information". Which is great as many of my clients like these. I first went into 2025 tax returns and under Batch Actions "Created Prior Year Workpapers". When I go and look for the Tax Organizer created under an individual client, it is showing up under the "Firm Documents", not the "Shared Documents". This results in my clients not being able to view the Tax Organizer and I can't seem to see how you can move it to Shared Documents. Unless I go through the tedious task of downloading it to my computer from the Firm Documents folder and then uploading it to the Shared Document folder for each client. Surely this is not what is expected for us to do? Any help on how to make this work is greatly appreciated!

Kathi_at_Intuit · ‎01-17-2026

Hi @Jennieholton ,

Welcome to the community and thanks for posting your first question! We recommend reaching out to ProConnect Tax Support for the concern you have with Intuit Link. They would be able to take a look wtih you.

Again, welcome to the Community. We look forward to seeing you here!

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Linda26

but we must have e-filed the prior year return in proconnect in order to have that pdf organizer right?--- because I entered 2024 data in ProConnect (prepared/filed by another cpa) to rollover to 2025. but I can not get the prior year worksheet (pdf organizer to fill out/ gather info for 2025) - I mean even the client name doesnt pop up to select.

Linda26

yes agree I do the same - and its so time consuming

IntuitKate

Hi @Linda26 Here is a support article that may help: How to create PDF organizers in ProConnect Tax. I'd recommend looking at the section titled: "How do I build a checklist based on prior year returns?"

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