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Intuit link Organizer- Rental Properties information

Level 1


Does anyone have a workaround for the Organizer to include a template (including py info) for rental properties? I used to use Lacerte and the Organizer would include py amounts. 

Thanks Demetra 

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1 Comment 1
Level 15

That's what you get for the stripped down online version of Lacerte that PTO is.  It doesn't offer an option for proforma organizer and there is no way you can produce that natively in PTO.

Intuit has also resisted calls to provide that option over the years because they feel strongly that their Questionnaire/Documents Checklist on Link is the way of the future.  Your only alternative to that is the blank organizers you can download from this article (see Blank paper organizers)


Still an AllStar