Tax Organizers for 2026

[LAHCPA1]

Well, wouldn't it be nice to see some of our money charged for the renewal product (a 9% increase for the 2026 package) go to upgrading the tax organizers.  They have not changed in 15 years or more!  I suggest making the PDF fillable.  Allow the client to input the figures for the 2026 tax year, answer the questions, etc.  Perhaps we will get better, more complete information from the clients.

I have over 400 clients.  Adjusting each client organizer to allow for input is not an acceptable alternative.  Intuit, please make the organizer fillable.  All questions, blank lines for the current tax year would be greatly appreciated.  Another idea, make it editable - where we, as the preparer can globally customize to add/remove things that do not apply to our clients or at least remove the redundant questions. 

Thank you for the consideration and prioritizing the request.

[IntuitKate]

Hi @LAHCPA1 We definitely want your feedback to be heard where it can drive change. For suggestions and improvements like this, the ProSeries Idea Exchange is the most impactful place to share your thoughts. 

When ideas are submitted there, other tax professionals can vote on them, which helps our development teams prioritize and plan future enhancements. Thanks for sharing and for being a part of the Community.