ProSeries Client Organizer
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, Client 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 basic, Client Tax Organizer includes:
- 4-page consolidated "short" organizer with the most common taxpayer information
- Standard "long" organizer
- Toll-free U.S.-based technical support
The four-page Short Organizer is a condensed version of the Client Organizer. It is designed to include the most common taxpayer information, and can be used for clients with less complicated returns. Now 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 (such as ORG19, Business Income and Expenses) based on the client's needs. You can use Control Which Forms Print to modify which forms you want to print. You cannot enter data directly on the Short Organizer. All data fields on the Short Organizer are duplicated in other Client Organizer forms.
Is the pricing for "Short Organizer" separate from the long version?
The pricing for Short Organizer is the same as the long version of Organizer. So, you can purchase the Unlimited product for $219 and use as many Short or Long Organizers as you would like.
