Once you save the PDF, click Continue to send the organizer through Intuit Link, or Cancel. If you don’t send the organizer to your client through Intuit Link, it won’t be saved in ProConnect Tax —just the PDF you download or print.
Read this full article https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/create-pdf-organizers-proconn...
Thank you for your reply. The issue I am experiencing is that the only organizer template appearing is a document checklist. Is it possible that the 2022 templates have not been published yet? The only thing I have been able to print at this time is a blank 2021 organizer.
Organizers that are released at this time are sort of "Beta" versions and often are buggy. Personally I don't do mine until at least mid January, as my clients are not the chomping at the bit type of client.
So, YES many bits may have not been published yet.
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