When will 2018 tax returns and/or organizers be available in PTO?

[itonewbie · Accepted solution]

Stay tuned.  When you log into PTO, you should also see an announcement when there is something new.

As you are probably aware, PTO does not have an organizer per se.  There are only generic PDF organizers, which Intuit would probably update later this year.  And the checklist available within Link is only a list of general questions that do not prompt for any particular details.

Intuit may be able to shed some light on when the TY2018 version of PTO and PDF organizers will be released.

[itonewbie]

@The Intuit Boris Would you be able to give us some points on what to expect?  Thanks!

[IntuitBoris]

Should be out by mid November

[itonewbie]

Thanks, Boris!

[itonewbie]

@The Intuit Boris Noticed that the initial release for 2018 has been rolled out but the article for Paper Organizers has not been updated.  Could you confirm when the new organizers will be posted?  Thanks!

https://accountants-community.intuit.com/articles/1606435-client-organizer-for-intuit-proconnect-tax...

[IntuitBoris]

Intuit Link is being used as a data collection tool for PTO.  It is out with this release.  For more on Link please see this video. https://vimeo.com/301000682

[itonewbie]

@The Intuit Boris Link has always been used as a data collection tool but never quite got there and still does not.  These are comments that have been echoed on this board and in the FB Group over the years.  I did check PTO before posting this follow-up - there have been some positive (yet-to-be-tested) changes to how documents are shared and dialogs created but no material change to the questionnaire/checklists, which are too general to replace tax organizers (both paper and electronic versions) used traditionally by tax professionals.

Does this mean Intuit does not intend to update the paper organizers for this year?  Personally, we develop our own customizable electronic organizers and do not use paper organizers but there are others who would benefit from it.

[IntuitBoris]

At this time there are no plans for paper organizers.  Link will be much more robust for data collection this year.

[itonewbie]

"Link will be much more robust for data collection this year."

I can understand that Intuit does not intend to update the paper organizer.  Although the functionality of Link may be more robust this year, it does not mean that the general list of questions/checklists is any more useful than in previous years.

[itonewbie]

Intuit has decided to provide paper organizers after all.  You can find the updated PDF organizers here:
https://accountants-community.intuit.com/articles/1606435-paper-organizers-for-proconnect-tax-online

[Ultimate-Tax---Accounting-LLC]

 This is an approximation of the release dates for Tax Year 2018.

[itonewbie]

@Ultimate Tax & Accounting LLC What do you mean?

[Accountant-Man]

I don't use PTO, I use Pro Series, but I get an email about the upcoming release dates. Does PTO send them to returning users? They should.