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ProSeries Client Organizer
ProSeries Client Organizer
Go Paperless - Reduce Expenses
ProSeries Client Tax Organizer is also available on a Pay-Per-Return (PPR) basis. Perfect if you plan to send out less than 45 organizers.
Client Tax Organizer: $5 ea
ProSeries Client Organizer
Available for Professional Edition, this client tax organizer helps you get the information you'll need to prepare virtually any client return. And because of the data transfer capabilities, you can reduce time-consuming data entry and reduce the risk of errors.
Available on an unlimited or Pay-Per-Return basis, Client Organizer includes:
- 4-page consolidated "short" organizer with the most common taxpayer information
- Standard "long" organizer
- Toll-free U.S.-based technical support
Get Your Tax Season Off to a Great Start
- Automatically transfer data from 2009 ProSeries/1040
- Create global and custom organizers
- Carry forward prior-year descriptions and amounts
- Automatically print organizer forms if an activity existed in the prior year
- Carry forward depreciable assets and update all amounts
- Print blank organizers for new clients
- Convert/transfer preparer-entered data into the Tax Year 2010 ProSeries/1040
- Control which forms to print with the clients’ and preparers’ copies
- Use the integrated Client Letter to generate engagement letters automatically
- Short version available to use with clients having less complex returns - saves you postage and your clients will be more likely to complete it
Reduce Data Entry Time
With ProSeries/Client Organizer, you can collect detailed return information from your clients, including:
- 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
