In Organizer can changes be made to Documents to Send to Preparer

Forum|Forum|4 years ago
January 7, 2022
3 replies
8 views

I change the print order so that Documents to Send to Preparer is the top sheet. I want to edit this page to request driver's license info and add a line for stimulus payments. I know the stimulus question is in the organizer, but too many don't see it and follow up phone calls are needed. If I could highlight it on the cover page it would reduce the calls.

ProSeries Professional

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J

jeffmcpa2010

Level 10

I never found a way to edit individual pages.

I cover everything else I want from the client highlighted in my cover letter that I attach to the front of the organizer.

R

RicBAuthor

Level 3

Thanks for all the replies

I ended up adding it to the cover letter and emphasized with bold lettering. Many of my clients use the documents page as check list. So if I could get that all in one place it would have been an improvement.