Checklist Organizer forms offer a new alternative for Individual Organizer processing.

To evaluate these forms for use with your firm, complete the following:

1. Open Production Processing.
2. Click Print Returns, Forms, and Labels.
3. Click Blank Forms > OK > Client Organizers > OK.
4. Select tax year and the tax product.
5. Checklist forms are labeled CL1 – CL12, select the forms to print.
6. View the print out and decide if whether or not to add to your Organizers.

For more information, see our article on how to add the Checklist Organizer forms to your client Organizers.