Blank Organizer for New Client in ProSeries

8 replies
77 views

Would like to be able to print a New Client Organizer in Pro Series without having to enter a dummy Social Security Number. Similar to the article found in Pro Connect: https://proconnect.intuit.com/community/help-articles/help/printing-a-blank-organizer/00/5981

The reason for the New Client Organizer is to get the customers SSN / EIN in the first place.

ProSeries Professional

This topic has been closed for replies.

George4Tacks

Level 15

Try using the "canned" organizers offered for PTO?

Condensed https://digitalasset.intuit.com/DOCUMENT/A2UGrxHuj/TY19CondensedOrganizer.pdf

Extended https://digitalasset.intuit.com/DOCUMENT/A5MWG6aCA/TY19_ExtendedOrganizer.pdf

Answers are easy. Questions are hard!

B

bdp

Level 3

Di you have a link to a 2020 blank organizer?

You posted the 2019 blank organizer.

Thank you!!

George4Tacks

Level 15

@bdp All you should need will be found at https://proconnect.intuit.com/community/customer-lists/help/how-to-create-a-client-organizer-in-proseries-professional/00/5538

Answers are easy. Questions are hard!

M

msmith7305

Level 6

What happens when you open a new Organizer and try to print? I have no problems at all printing completely blank Organizers.

U

unk1

Level 2

OK

Accountant-Man

Level 13

When in the Organizer Home Base, click Control P and see menu for Print Blank Forms, then choose the forms. I use the Short Organizer and a few forced pages, like Assets Sales(Schedule D) and the State form.

** I am "Elevating with Intention!"

Sign up

Login with SSO

Let's get you signed in

Login with SSO