can ITO generate a NICER tax organizer, like in Lacerte?

[garland]

I use ITO to prepare all 1040 returns & buy LACERTE every year just to get a detailed tax organizer with prior year info/numbers, converting ITO data to get those pretty Lacerte tax organizers to send out. Geez... that's an extra $520.52! My clients are really addicted to seeing that prior year data in pdf/paper form... any ideas? ITO (ProConnect) only offers a "blank" condensed or extended tax organizer, or kinda bogus personalized data checklists. ugh... thanks for any ideas! Oregon CPA & long-time ITO user.

[abctax55]

One reason ITO/PTO is less expensive is that it doesn't have all the bells & whistles that Lacerte has. 

If Intuit were to add all the fun stuff to PTO, then they'd lose the product distinctions AND the price differentials.

[IntuitRebecca · Accepted solution]

Hi there,

Have you tried the prior year worksheets? They're relatively new and may offer more of what you're looking for. 

- Rebecca

[garland]

Thanks SO much, Rebecca! That's exactly what i was looking for.