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Can Intuit add a Bank Information section to the Lacerte Condensed Organizer?

mervr
Level 1

The blank Condensed Organizer does not have a section for Bank Information, and we see this as a glaring omission for TY2025. Can it be added ASAP?

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6 Comments 6
abctax55
Level 15

It is HIGHLY unlikely Intuit will make any organizer changes now.

I suggest you create you own version by editing the one provided.

HumanKind... Be Both
mervr
Level 1

We print organizer blanks all through tax season, and it's early enough to still be highly beneficial for most. It would be smart to include this early in the game.

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George4Tacks
Level 15

You could add it to the ORGANIZER. Maybe:

If you want to have any refund deposited directly to your bank, attach a voided check. 

Personally, I have totally edited the condensed organizer to what I WANT on it and made it work to the right number of pages to not waste paper. 


Answers are easy. Questions are hard!
abctax55
Level 15

@mervr   

While that may be the case.... Intuit will NOT be making any changes to the organizers.  Their rules, not mine.

HumanKind... Be Both
sjrcpa
Level 15

Theoretically Intuit programmers are still working on getting functional and accurate 2025 tax return preparation software. I, for one, would rather they do that than "fix" the Organizer in December 2025.


The more I know the more I don’t know.
Accountant-Man
Level 13

Add it to the more easily edited cover letter.

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