1 page organizer of source documents for client reference?

[stacycpa]

Is there a report/organizer I can run for Lacerte to print the source documents (***in a "short and sweet" format***) needed for a client based on prior year info?  Folks are getting worse at forgetting something each year and this would be such a great tool for all involved!  A checklist or N/A setup would be awesome. Hint, Hint Intuit!

For example:

W-2s:

-Boring Job, Inc.

-Friday's Coming, LLC

Interest Income:

-ABC Bank

-Imaginary Brokerage Firm

Dividend Income:

-Imaginary Brokerage Firm

Oil/Gas Royalty/Lease:

-Big Money Oil, Ltd.

-Bone Dry Well, Inc.

Rental Property Activity:

-1001 NO SE Tax Lane

-9999 Rents Goin Up Blvd

Pension/IRA:

-Declining Balance Brokerage, Inc.

-Hometown Bank

[George4Tacks]

It is the "Organizer" which is available shortly after the new year return software is issued. If you have done a 2019 return, you can access the 2020 organizer in that 2019 software. 

https://proconnect.intuit.com/community/print-a-file/help/printing-organizers-in-lacerte/00/3538

The "condensed" organizer only includes items that were on the prior year return. 

You can see a sample  at https://digitalasset.intuit.com/DOCUMENT/A2sBBhkXq/TY20ExtendedBlankOrganizer.pdf 

[sjrcpa]

Intuit Link might provide this, but I see a lot of complaints about it here and no praise.

[George4Tacks]

My experience - Link is a Lunk

[stacycpa]

PLEEEEASE DO THIS!

[stacycpa]

SOMETHING ONLY 1-2 PAGES... IN THE AGE OF TECHNOLOGY WE LIVE IN, I SHOULDN'T HAVE A 10+ PAGE ORGANIZER.  OR GIVE US THE ABILITY TO EXPORT THE INFO AND CREATE OUR OWN.