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Blank Organizer for New Client in ProSeries

Sail
Level 2

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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8 Comments 8
George4Tacks
Level 15

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


Answers are easy. Questions are hard!
msmith7305
Level 7

What happens when you open a new Organizer and try to print? I have no problems at all printing completely blank Organizers.

Accountant-Man
Level 13

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.

** I'm still a champion... of the world! Even without The Lounge.
bdp
Level 3

Di you have a link to a 2020 blank organizer?

You posted the 2019 blank organizer.

Thank you!!

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George4Tacks
Level 15

@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...

 


Answers are easy. Questions are hard!
unk1
Level 1

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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unk1
Level 1

OK

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dkh
Level 15

@unk1    We are users just like you.  That's something you'll need to discuss with customer service.