How does a client complete a 2020 tax organizer to be imported to 1040?

Forum|Forum|5 years ago
January 21, 2021
7 replies
43 views

I noticed in the organizer instructions that we can import a completed 2020 tax organizer into a client's 2020 tax return.

I reviewed the pdf for an organizer we are sending to a client and there is no option for the client to complete the organizer - no fillable option available.

How does this option work in PS?

Thanks.

ProSeries Professional

This topic has been closed for replies.

Best answer by Orlando11

If I understand your question.. typically you'd mail the organizer, clients would fill it out via pencil/pen, mail it back and then you'd enter the data by hand. I'm told 20 years ago we tried to move that process online, but it was too early for its time.. hopefully we can get deeper/better integration with Link and automate all that for next year.

dkh

Level 15

@Orlando11 can you answer this question?

IRonMaN

Level 15

Where are the instructions that you are referring to?

Slava Ukraini!

D

david3Author

Level 7

I did a search for "tax organizer" in the Community section.

I clicked on the option "Using Organizers in ProSeries Professional" which was update on Nov. 10, 2020.

There is a link "After entering data in the Organizer how do I create a 1040 with the new information?"

Thanks.

dkh

Level 15

@david3 wrote:
There is a link "After entering data in the Organizer how do I create a 1040 with the new information?"

Does it actually mention importing the data or did you just think that's what would happen?

O

Orlando11Answer

Level 8

If I understand your question.. typically you'd mail the organizer, clients would fill it out via pencil/pen, mail it back and then you'd enter the data by hand. I'm told 20 years ago we tried to move that process online, but it was too early for its time.. hopefully we can get deeper/better integration with Link and automate all that for next year.

D

david3Author

Level 7

Yes, that's the process we've been using for years.

However, the instructions in the 2020 instructions appear to say that their is a way for the client to enter data in their organizer and that their is a way for us to import that data in the client's 1040.

As I mentioned in my prior post, I guess the instructions aren't clear and therefore, these are not options available for the tax organizers.

Thanks for your help.

Sign up

Login with SSO

Let's get you signed in

Login with SSO