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