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How to create PDF organizers in ProConnect Tax

by ProConnect Tax Online Updated 3 months ago

Now you can create PDF organizers inside of Intuit Link to get your clients ready for tax time.

Table of contents:

How do I change the letterhead on the organizer?

Your letterhead will display the firm name you set in Intuit Link settings. Choose Intuit Link in the main navigation, click on Settings in the top right corner of the screen, and then edit the firm name in the Firm information section.

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How do I build a checklist based on prior year returns?

You can still create a customized checklist based on prior year returns. See the "Create a personalized checklist" section below for more details.

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Where do I include IRS news?

You can include IRS news in the Engagement letter portion of your organizer.

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Customize your templates

You can save time with organizer templates you can reuse for all your clients.

  1. Select Intuit Link on the left side of your screen.
  2. Click on Settings at the top right corner.
  3. Scroll down to the Organizer templates section.
    • If you used the PDF checklist before it was a part of Intuit Link, we saved a copy of your old checklist here for reference.
  4. Click Create a new template to start an organizer template from scratch, or click Duplicate on a Quickstart template to modify it.
  5. Select Edit to make changes to any part of the organizer, as needed.

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Create a PDF organizer for your client

  1. On your Tax Returns list, click the down arrow next to View return.
  2. Select Collect data - Intuit Link to open the organizer panel for this client.
  3. Choose the Organizer template you want to send.
  4. Use the checkboxes to select which items to include in the organizer.
  5. Click Edit on the Document checklist to customize it based on an existing return.
  6. To save the organizer as a PDF, click the Export or print PDF button.

Once you save the PDF, click Continue to send the organizer through Intuit Link, or Cancel. If you don’t send the organizer to your client through Intuit Link, it won’t be saved in ProConnect Tax —just the PDF you download or print.

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Create a personalized document checklist

You can automatically create document checklists based on documents used in prior year returns.

  1. Select Edit in the Document checklist portion of the organizer.
  2. Choose a tax return from the dropdown menu to populate the checklist with documents based on that return.

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Blank paper organizers

If you prefer to print a longer blank client organizer instead, we offer copies of blank, condensed, and extended organizers in PDF format. Use the links below to view or print your organizer:

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