Tax Dude_So Cal
Level 1
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Why doesn't Lacerte provide a simple checklist that will generate based on prior year data. I've heard that Pro Series does; which is another Intuit product. I noticed you can provide a client with a checklist by using their Link product, but I don't want to use that.

And I don't want a 23-page Organizer. It's too long and can be confusing for some clients. I'm talking about a simple 1 or 2 page checklist that a client can use as a reference to what items were used in the prior year.

Would anyone else like to see this feature implemented in the software?

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