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    Tax Organizer

    pc321
    Level 3

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

     

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    3 Comments 3
    itonewbie
    Level 15

    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...

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    rbynaker
    Level 14

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

    itonewbie
    Level 15

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

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