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G
gammoncs
Level 4
November 4, 2021
Question

Does Intuit ProSeries Basic have an organizer option?

  • November 4, 2021
  • 3 replies
  • 15 views

I am looking for a way to generate an organizer for all of my clients from the previous year to help them collect all of their tax information.  Does the ProSerice Basic application have an option for this?

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3 replies

IRonMaN
IRonMaN
Level 15
November 4, 2021

You need to take the jump to the professional version for that feature.

Slava Ukraini!
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    November 4, 2021

    Basic is just that, basic.  You need Professional for the organizers.

    As a Basic customer you do have access to a free copy of Professional, so you could install Pro and download the Organizer product.   I think they run about $11 each or you can buy unlimited for around $350.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      PATAX
      PATAX
      Level 12
      November 4, 2021

      Are you sure you need a formal organizer from Pro Series? Can't you prepare your own organizer if you need it? How many of your clients are actually going to fill it out and send it back?

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