Organizers

[angela1]

Honestly the organizer in Proconnect is horrible. I spend hours doing my own organizer so it looks better and has more information for my clients. I am embarrased to use the one in proconnect. 

[ZACHOCALL]

Intuit please work on this, we really do need a decent looking pdf or paper organizer that looks professional to give to our clients.  Its a must!

[Lou Czerwinski]

Agreed.  Organizer is bad.  Would be great to see something more comprehensive like what is right in pro series.

[rhernandezny]

The issue I find with the PTO organizers is that they are simply not flexible. Instead of bombarding a client with a 100 question question, I use a modular approach based on topic area. For example: Child related tax deductions, and the questions are relevant. It is easier on the client to think of responses when they are shepharded through broad topics instead of zig zagging across. This is especially helpful when you need to go a second level of deeper interrogation after discovering something like passive activity during the Level 1 topic sweep.

If a client has multiple businesses, I prefer to send questions related to each business, even if repetitive.

Bottomline - we are looking for the ability to create multiple organizers. This should be higher priority, because like others, I look at other products simply because the organizer experience is horrible.

[JennyJ]

We will be new to Proconnect for this coming year and in our first onboarding we were told ProConnect doesn't have an organizer???

[jfarmercpa]

I came from using ProSeries for 23 tax seasons, and there personalized tax organizer with the prior year  numbers was a huge plus for my clients.  

[IntuitGabi]

This feature is currently Under review for enhancements. 

[IntuitGabi]

We'll be bringing aspects of Lacerte worksheet features to ProConnect. Thank you for this request and your detailed comments below!

[IntuitGabi]

Implemented: Phased roll-out. 
Prior year worksheets have been released and we're continually adding improvements to this feature. Thanks again for your feedback! 

[JamesL1]

Check out Soraban. Game changer!

[stephendstull]

One issue on this that would help a lot is for us to be able to enter in prior year returns and then print the prior year worksheet.  Right now the prior year worksheets only print for efiles, but it would be very helpful if we could also print them for efile rejections, or some other market.

I have new clients in 2022 and I'd like to have my team enter in the 2021 tax return into ITO so that we can print the prior year worksheets for 2022.  This would allow us to more easily onboard new clients and purchase more tax returns.    I understand there may be an additional cost for this and I'm fine with that.