Hello, ITO users. Yes, they actually do exist! The long awaited and much-anticipated TY 2011 organizers are finally available on the ITO support site! From the following link, they are located in the lower, right-hand column.
http://accountant.intuit.com/support/prolinetaxonline/?s_ev1=PTO_Nav-L2_Support
We appreciate everyone's patience over these last couple of months.
Patrick C
If they are there, someone should update the links. I was taken to the 2010 Organizer.
OK, the links now take you to 2011 Organizer.
Am I the only person that has noticed that there is no place on the organizer for the client's name and address?
Or date of birth and ssn. They are using the Lacerte one, but they could have given you the Client Information page. that would have been nice.
Or phone number..... I guess we already know who they are and how to reach them, since we sent them the organizer in the first place? Unless they have moved or changed their phone number or had a child during the year we should be okay.
I was very excited to learn that a 2011 organizer would be offered this year when I decided to signup for ITO in November but am very disappointed to find that it is only a blank form with no prior year data. I have been using Lacerte for more that 10 years and decided to try the online version this year. My clients faithfully fill out thier organizers each year which shows the items entered the prior year and gives them spaces to fill in the current year amounts. Does ITO plan to offer this feature next year?
Fortunately I was able to produce the 2011 organizers from my 2010 Lacerte program but will not have that option next year. Hopefully ITO will offer the complete organizers next year so I do not have to switch back to Lacerte.
Dan
This is a feature that is scheduled to be added to ITO. At this time, we do not have a definite date for its implementation.
We do appreciate your comments and feedback and will forward those to our product management team.
