Help me Please
Level 1
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I am not able to get a fillable blank pdf organizer from Lacerte 2019. 

When I do Tools > Blank Organizer > Print > Ok > File (PDF)   it will not save.

I have a scanned PDF but it is not editable.

Can someone provide a link to the blank organizer file?

Please do not link me to another article or thread. I have searched through many of them.

Thank you very much for your help!

Thank you in advance
Labels (1)
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abctax55
Level 15
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There is no such critter in Lacerte, unless you consider the E-organizer.

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

If a post answers your question, click on *Accept as solution* for future searches
George4Tacks
Level 15
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You can purchase this product https://www.pdfautomationstation.com/products/item22.cfm

 


ex-AllStar
Help me Please
Level 1
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So nobody has the blank organizer file PDF?

Thank you in advance
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Help me Please
Level 1
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Thank you very much!

Thank you in advance
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Help me Please
Level 1
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I can't find this page in the organizer and it is probably the most important one as I will be sending the blank organizer out to new clients. Have a link with this page?

 

Lacerte Organizer question.PNG

Thank you in advance
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George4Tacks
Level 15
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My preferred method is to actually create their prior year return and do the organizer from that. 

You can just use the 2019 program to print blank organizers. I guess I assumed something incorrectly. See the image.

Capture.JPG


ex-AllStar
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Help me Please
Level 1
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I've gone through those steps but when I do File(PDF) > OK it does not pop up a file save location and just closes the print menu like it did it. 
Is this file being saved in an unknown folder or is it just an error?

 

Lacerte Blank Organizer FIle.PNG

Thank you in advance
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George4Tacks
Level 15
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Try the new Lacerte Tool Hub https://proconnect.intuit.com/community/help-articles/help/fix-common-problems-and-errors-with-the-l...

It has a pdf repair tool in it.

 


ex-AllStar
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Help me Please
Level 1
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I'll try that. Would you happen to have those first pages with the Client information / DOB / dependents?

Thank you in advance
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George4Tacks
Level 15
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No, but there are probably more condensed equivalents such as https://www.cchwebsites.com/content/pdf/tax_organizer.pdf 

To paraphrase an old ad line "Let your Google do your walking on the internet. "


ex-AllStar
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sjrcpa
Level 15
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You can print a blank Organizer to pdf from Lacerte but it is not fillable.


ex-AllStar