One page organizer list of documents needed

[Tax1040]

Please consider a one page list of the documents and items needed from a client.  Many clients do not need/want to complete the organizers. We want to give them a list of all the specific W-2s, 1099s, they had last year.  A similar list is generated with the Link program but there is no way to get it as a printable list.  Other tax software offer this and I think it would be tremendously helpful. Thank you

[DatabaseRobertLTUG]

https://www.pdfautomationstation.com/products/OrganizerList.cfm?LTUGtools 

Testing link.

[DatabaseRobertLTUG]

Apparently I have the ability to post some things, but not all.

David at PDF Automaton Station has come through with another utility, based on PDF Organizers from Lacerte.  It will scrape the data for input items (10/Wages, 11/interest, 12/Dividends, 13/Pensions, 20.X/K-1s, 25/1098 mortgage, 25/donees, 26/non-cash donees, 82/FBAR accounts, 16/business, 17/Farm [I *think* we remembered to look for those], 18/rental) and list them to a spreadsheet in each file.

If you process more than one at a time, a consolidated spreadsheet is also created; an example is shown at the linked page.

Readers here can get a 20% discount with code:

  PDF_Fill_i

  (The  last letter is an 'eye', not a digit 'one'.)

Robert Kirk
LTUGtools 

[Strongsilence-CPA]

Thanks Robert. I'm worried about confidentiality.  "scraping" sounds like they get more data than I am comfortable with sharing.  Is it the tax return that is scraped or the organizer?

[KristineM]

Unfortunately, Intuit thinks that they know what we need best in order to help our clients.  It is sad that they provide this to ProSeries clients, but not Lacerte clients.