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Client Organizer

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.

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

Get unlimited access to ProSeries Client Organizer.


Unlimited returns

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Get pay-per-return access to ProSeries Client Organizer, if you plan to send less than 30 organizers.

$13 each

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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.

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