Comment
darkstar
Level 1
‎09-18-2023 05:03 PM
‎09-18-2023 05:03 PM

I'd like a plain list of the prior year documents entered. Form and payer name.

The organizer is with lots of blank spaces and many pages to sort through, this could be a 1-2 page list or editable form like the tax letter.

They could be broken out in sections (1099-INT, 1099-R, 1099-Div, etc) list a bullet point list of the payer name field value.

example:

Client name

1099-INT

  • Bank of America
  • Wells Fargo

1099-SSA

  • Taxpayer
  • Spouse

1099-DIV

  • Fidelity
  • Robinhood

W-2

  • Facebook
  • Intuit

Most of my clients prefer a list to a lengthy intimidating planner. They know who to look for snail mail from or which website to look for documents on. 

This is low effort field consolidation ticket (form type, payer name) that would save me HOURS of typing these lists myself or exchanging "hey you forgot X, Y Z, documents - find them"

Having this hit list might be a first step to uploading documents, or using a lacerte turbo tax on their own.