Would like to be able to print a New Client Organizer in Pro Series without having to enter a dummy Social Security Number. Similar to the article found in Pro Connect: https://proconnect.intuit.com/community/help-articles/help/printing-a-blank-organizer/00/5981
The reason for the New Client Organizer is to get the customers SSN / EIN in the first place.
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Try using the "canned" organizers offered for PTO?
Condensed https://digitalasset.intuit.com/DOCUMENT/A2UGrxHuj/TY19CondensedOrganizer.pdf
Extended https://digitalasset.intuit.com/DOCUMENT/A5MWG6aCA/TY19_ExtendedOrganizer.pdf
What happens when you open a new Organizer and try to print? I have no problems at all printing completely blank Organizers.
When in the Organizer Home Base, click Control P and see menu for Print Blank Forms, then choose the forms. I use the Short Organizer and a few forced pages, like Assets Sales(Schedule D) and the State form.
Di you have a link to a 2020 blank organizer?
You posted the 2019 blank organizer.
Thank you!!
@bdp All you should need will be found at https://proconnect.intuit.com/community/customer-lists/help/how-to-create-a-client-organizer-in-pros...
Will the renewal charge for Client Organizers be removed from my renewal charge & only be charged as I request an organizer??
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