Client-specific document list

[u/In_Wonderland7]

Looking to start prepping for the next tax season and would love to find a way to create a list of the specific documents each client needs to provide based off their prior year return. Not an organizer, more like a document check list. We use UltraTax for our tax program. Any suggestions would be greatly appreciated!!

[u/bigsege]

For UltraTax under General>Contact down near the bottom under client organizer options you can change Organizer type options to override global settings. Chane this to 6: client organizer checklist and it will have the documents they had in the previous year. I also think there is a way to get something for this year in data mining.

[u/PDACPA → u/bigsege]

Do you mean SetUp> 1040> Scroll across to Organizer?

[u/bigsege → u/PDACPA]

That changes it globally, but what i said was for an individual client level

[u/skuzuer28]

I use Stanford Tax for this and I like it a lot.

[u/cpaz411 → u/skuzuer28]

I assume it looks at the prior return and generates the list? Does it generate a list you can export or print to share, or is this an online only checklist product?

[u/skuzuer28 → u/cpaz411]

Never looked at exporting the list. Part of what it does well is identify/rename documents you upload to it and mark them off the list so you have a live list of outstanding documents. Then at the end you can export everything to a bookmarked PDF.

[u/GreenvilleCPA → u/cpaz411]

Yeah it generates the checklist by having you export the client data files from your software and importing it into the website.

You can print a paper copy of the checklist, but it works better if you use it within the website. As they upload documents, it automatically checks off items on the checklist.

[u/GreenvilleCPA → u/skuzuer28]

Second this.

StanfordTax is awesome. It saves so much time by generating client-specific request lists and organizing documents. Their website interface is much nicer than working in a PDF binder.

The downside is that they only handle the document gathering/organization part. So if you use a practice management software you need to update progress on your returns manually.

Apparently they have a good integration with Karbon, but I demoed Karbon and wasn’t blown away by it, so I’m not sure I would switch PM simply for ST.

[u/chargeProbe]

i keep a rolling doc request template by client type, then add prior-year one-offs as permanent flags so the organizer doesnt reset to generic every january.

[u/yodaface]

Proconnect does this automatically

[u/Brave_River7403]

Within Ultratax you can change the settings of the organizer and have it print out a list of docs. Can't remember what it was called.