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Short Paper organizer questions need to be updated!!

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Short Paper organizer questions need to be updated!!

Chris4794

The current Short organizer contains questions that are no longer relevant and doesn't have others that are needed. The casualty loss and moving expense questions need to be removed or clarified that they are now only applicable in very limited circumstances. The alimony question needs to be removed. A question on Foreign Bank or Investment accounts needs to be added. I am sure there are others, but the old questions have my clients spending time collecting information that is unnecessary, and I have to ask the Foreign bank question myself every year.  

 

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Status: New
Vote now if this is a good idea
4 Comments
Skylane
Level 11
Level 11

Wonder if it’s possible to have an organizer where the template can be editable to add or delete questions as desired

taxes96786
Level 9

This is why I create my own forms for my clients.

Taxmatters2
Level 1

I agree with with modifying the Tax Organizer. I would like to see the Banking Information & Driver's License to replicate the Long Organizer. I would like to see a current year Column for Income .

kerry
Level 3

Any update as to if Intuit Pro Series is planning to update the short organizer for 2023.  Why would it still have the question about the PPP Loan for the personal tax return.  

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