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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- How to create a usable Organizer in PTO
How to create a usable Organizer in PTO
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smankow
Level 2
01-17-2023
12:18 PM
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I generally don't send out Organizers to clients. However, I'm in the process of merging in two smaller firms that would collectively send out 50-100 Organizers. From what the clients have stated, they were generally 20-30+ pages (ProSystemsFX). As a test, I went into a client and the output was ONE PAGE, it doesn't incorporate ANY prior your data or numbers and doesn't even ask about virtual currency. Even a program like Drake generates a usable Organizer.
I figured that I'd ask here prior to manually creating them inside of Canopy.
Steve
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jdeleo1743
Level 2
01-19-2023
09:19 AM
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Correct. The PTO organizer only lists sources - W-2, Form 1099 - from prior year with no amounts. You can add your own comments but time consuming.
