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pc321
Level 2
January 26, 2021
Question

Tax Organizer

  • January 26, 2021
  • 3 replies
  • 22 views

Is it possible to email the Tax Organizer client in a pdf format that the client can fill-in?

 

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3 replies

itonewbie
itonewbie
Level 15
January 26, 2021

Yes but you may need to pay, depending on the license you have.

https://proconnect.intuit.com/community/customer-lists/help/how-to-create-a-client-organizer-in-proseries-professional/00/5538

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rbynaker
rbynaker
Level 13
January 26, 2021

I don't think they can do fill-in PDFs but that may have changed.

    itonewbie
    itonewbie
    Level 15
    January 26, 2021

    Nope, not fill-in, AFAIK.  I was thinking about filling in the old fashion way with pencil. 😅

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