pamdory
Level 8
‎11-22-2021 04:47 PM

I've been working on tax season preparation today.  One of the things I do each year is print out the questionnaire from the new organizer and compare it with the one I tweaked the year before.  Over the years I've omitted a couple questions, edited several and added other questions that I end up having to ask everyone otherwise.  For instance, if a question asks if they sold/bought their home I add that I want to see the settlement statement.  Questions I've added include whether they made charitable contributions directly from their RMD or did they use any funds from a home equity loan - items not in the default questionnaire .  

I'm curious if anybody else is doing this and if so if interested in sharing what changes we've made.

0 Cheers
DatabaseRobert
Level 4
‎12-22-2021 10:38 AM

We edit the questions pages in the Organizer quite heavily.

The complete organizer that my firm uses for onboarding new clients is located here:
  https://www.pdfautomationstation.com/public/images/JF-Blank-2020-Organizer.pdf

The questions are several pages back, behind page2/Dependents and before the bright pink page that I affectionately refer to as the "dear dumbass" page.
  ("Did you make estimates?"  "If yes, then TELL US about it.")



Robert Kirk
LTUGtools

pamdory
Level 8
‎12-22-2021 12:19 PM

Thanks for sharing your organizer Robert. 

What application did you use to convert it to a fillable form?

 

DatabaseRobert
Level 4
‎12-22-2021 05:49 PM

See the last message of page 8 of this thread:
  https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/pdf-version-of-organizer/idi-p/123...

One that I had a hand in creating.  (Some of the background history for that is on page 9 of that thread.)

I use external pages for getting all of the "pretty" pages up front--letterhead, different colored backgrounds, and so on--and because I want client-unique passwords on the files, I use another (free!) utility, "PDFtk" (PDF toolkit) and marry those all together.
  https://www.pdflabs.com/docs/pdftk-man-page/

Other users just print their organizers as PDFs, and then use the (new last year) function inside of the field-laying utility to "skip # pages" (in order to jump over the slip sheets, client & engagement letter, and so on).



Robert