I am just looking for a one page organizer that shows what a client had the year before so it can better enable them to get it to us all at once and not forget something. Client's do not like the large organizers.  They want something simple and I want something simple for them.  After one page, their attention is lost.  I agree that if they have a schedule C, E or F, that is a separate conversation. When we were on ProSeries, we used this checklist for all of our individual clients.  We can always make it a pdf.