Welcome back! Ask questions, get answers, and join our large community of tax professionals.

fillable organizer

cancel
Showing results for 
Search instead for 
Did you mean: 

fillable organizer

Huston

It would be very helpful if ProSeries could generate the tax organizer as a fillable pdf.  It is time consuming to go into each one and make it fillable through the adobe software.

Thanks for your idea! This is "open for voting". 

Status: Open for voting
Vote now if this is a good idea
4 Comments
kgalland
Level 4

I agree and have thought about switching to other software providers that offer electronic organizers. I'm just too busy to take the time. Maybe next year.

 

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for your idea! This is "open for voting". 

splot
Level 1

I agree, it is very time consuming for our clients to print it out fill it in by hand and scan it back in. I would like it fillable for ease of the clients and ourselves. 

George4Tacks
Level 15

This is the same suggestion, but has received more votes, so vote there to enhance the chance of acceptance.

https://proconnect.intuit.com/community/proseries-tax-idea-exchange/make-organizer-fillable-by-clien...

 

Post comment