I found instructions that say you can create a pdf organizer for your clients. However, I do not have the "collect data-pdf" option available.

[derrik]

I have used Lacerte organizers and love them. Can I create something similar here somehow?

[George4Tacks]

Have you converted your 2021 Lacerte returns to ProConnect yet? 

[George4Tacks]

Are these the instructions you found? 

https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/create-pdf-organizers-proconn...

Be warned ProConnect is NOT Lacerte. The organizer will seem similar, but ...

[derrik]

I should clarify that I used Lacerte with another firm before I went on my own. All my clients are used to the Lacerte organizers.

[derrik]

That is the directions I found. When I click on the view return drop down as it says the option I have for collect data is by Intuit Link. 

[derrik]

Those are the instructions. When I go to the view returns tab, there is a Collect Data - Intuit Link option but no Collect data - PDF option. 

[sjrcpa]

There is this:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/is-there-a-link-to-a-g...