Can PTO create an organizer that can be printed that includes a checklist of prior year documents?

[hugo]

Not all clients wish to use PTO Link, but prefer a paper based organizer with prior year information on it.  Is this possible to generate from PTO?

[itonewbie · Accepted solution]

If you need generic organizers, you can find them here.  Requests have been made for proforma organizers over the years but Intuit has resisted their development, preferring the existing format of Questionnaire and Checklists in Link.

Since you can't export data from PTO, you won't be able to build your own proforma organizer - well, at least not without tons and tons of manual extraction.

Others who are not comfortable with Link for one reason or another have opted to use these PDF organizers, their own paper organizers, electronic organizers they develop on their own or subscribe from other service providers, and, sometimes, in conjunction with a third party client portal.

https://accountants-community.intuit.com/articles/1860014-paper-organizers-for-proconnect-tax-online

[George4Tacks]

Consider a switch to Lacerte. It has those extras and is now offering cloud service https://proconnect.intuit.com/lacerte/hosting/