Organizer Update

[DAlessio CPA]

When I reviewed the digital on-line organizer available with Intuit Link - there was a Checklist generated. It would list W2's and each employer from last year, Interest/Dividends and then each bank, etc...  I do not see that available in the paper format.

Having a checklist as a print option would be most helpful, especially for the older clientele. Most people give me feedback about the paper organizer that, "If I could figure these grids, out, Id do my own taxes"

Can Lacerte please put in an option to print a checklist for  such items as it has in the Link version?

[Intuit_Ruben]

Thanks for the idea to "Have a checklist as a print option". We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.