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December 7, 2019
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How do I print out a 2018 individual Tax Organizer?

  • December 7, 2019
  • 1 reply
  • 16 views
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Best answer by Just-Lisa-Now-

You didnt clarify which version of Proseries yore using, this is for Professional.

Assuming you've downloaded/installed the Organizer part of the program (Update > Select and download new products), once its installed you would then choose Organizer in your drop down Home Base View list.  Transfer clients in from last year, then open and print the organizer.   

If the tax package you purchased included unlimited Organizers, this should be free, otherwise it will prompt you for payment to print an organizer.

1 reply

Just-Lisa-Now-
Intuit Community Champion
December 7, 2019

You didnt clarify which version of Proseries yore using, this is for Professional.

Assuming you've downloaded/installed the Organizer part of the program (Update > Select and download new products), once its installed you would then choose Organizer in your drop down Home Base View list.  Transfer clients in from last year, then open and print the organizer.   

If the tax package you purchased included unlimited Organizers, this should be free, otherwise it will prompt you for payment to print an organizer.

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