Tax Organizer Customizations
We need to add additional requests to the Tax Organizer and be able to create our own Tax Organizers for additional engagement types. One suggestion is to have separate organizer pages available or allow us to create separate organizer pages that we can add to the general organizer for different client situations. For example, if a client indicates they have a small business (sole proprietorship) we could add that additional "Organizer Pages" which would have questions pertaining to a sole proprietorship and a template to allow them to fill in Revenue & Expenses. If they had a home office that would be an option to add additional "Organizer Pages" collecting information on home office. If they had auto expenses, we would have the option to add additional "Organizer Pages to collect info on auto expense.
I also want to be able to create an Organizer for S-Corp's, Partnerships, C-Corps, Estate's & Trusts. Maybe you could create a Canopy Community page that users could post the templates they created that we could share, import and customize.
We use Proseries Tax Software. They have a very robust set of PDF Pages for their Tax Organizer, as to other software's, but it is not available online to clients in a fillable PDF form.
I would be very extremely interested in working with Canopy to get this developed.