Tax Organizer

[pc321]

Is it possible to email the Tax Organizer client in a pdf format that the client can fill-in?

[itonewbie]

Yes but you may need to pay, depending on the license you have.

https://proconnect.intuit.com/community/customer-lists/help/how-to-create-a-client-organizer-in-pros...

[rbynaker]

I don't think they can do fill-in PDFs but that may have changed.

[itonewbie]

Nope, not fill-in, AFAIK.  I was thinking about filling in the old fashion way with pencil. 😅