Collect the data you need faster and easier and help get information you'll need to prepare virtually any client return. And, help reduce time-consuming data entries and errors with its data transfer capabilities.
Client Organizer
Available for Intuit ProSeries Tax professional only. Included in PowerTax Library, PowerTax Lite, and ProSeries Choice.
How to create a Client Organizer
ProSeries Client Organizer includes:
- Automatic transfer of prior tax year data to current year returns
- Standard and custom organizers
- Carry forward prior-year descriptions and amounts
- Automatic printing of preexisting organizer forms
- Carry forward depreciable assets and updates
- Blank organizers for new clients
- Control over which forms to print as clients' and preparers' copies
- Automatic engagement letter creation
- Short versions for clients with simpler returns, so they're likely to complete them and you'll save on postage
- Detailed return data collection from:
- W-2 income
- Retirement income
- Depreciable property
- Household employees
- Dependent care expenditures
- Retirement plan contributions
- Capital gains
- Schedule C business income and expenses
- Employee business expenses, including employee home office expense
- Direct deposit of refunds
- Electronic filing options
- Sale of personal residence
- Installment sales
- Schedule E rental income and expenses, including vacation home information
- Schedule F farm income and expenses
- Form 4835 farm rental income and expenses
- Car and truck expenses
- Itemized deductions, such as property taxes and contributions
Stay organized and reduce expenses
Common questions for Client Organizer
The four-page short organizer is a condensed version of Client Organizer. It's designed to include the most common taxpayer information and can be used for clients with less complicated returns. Your clients can fill out pertinent information quickly and easily, and attach the supporting documents. It may also be less costly to mail. For clients with more complicated returns, you can provide the long Client Organizer, or you can provide the Short Organizer and include relevant pages from the long Client Organizer based on the clients’ needs, such as ORG19, Business Income, and Expenses. You can use Control Which Forms Print to modify which forms you want to print. You cannot enter data directly into the Short Organizer. All data fields in the Short Organizer are duplicated in other Client Organizer forms.
Additional professional tax software integrations
Extend the functionality of your professional tax preparation software with these time-saving tools.
Intuit Tax Advisor
Included with:
ProConnect Lacerte
The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.
Hosting
Available for:
Lacerte ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.
eSignature
Available for:
ProConnect Lacerte ProSeries
Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.
