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.
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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.
Add them to your cover letter.
You can print the organizer to pdf and edit it and add the items you mentioned in pdf software.
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.
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