gregg1
Level 2
12-07-2019
07:23 AM
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The current organizers offered by Lacerte are not intuitive, too lengthy or do not supply enough information to our specific clients to help them identify all the items needed to complete their tax return without multiple e-mails and phone calls.
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sjrcpa
Level 15
12-07-2019
07:23 AM
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This sounds like a rhetorical question. There is a condensed Organizer.
Ex-AllStar
Ex-AllStar
itonewbie
Level 15
12-07-2019
07:23 AM
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It also depends on the practitioner's preference, the client's profile, level of complexity, and the amount of due d the practitioner is comfortable with.
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Still an AllStar
Still an AllStar
abctax55
Level 15
12-07-2019
07:23 AM
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I personally hate the condensed organizer. I have a few clients that refuse to complete the organizer, but I still use it as my "cheat sheet" to make sure that everything from the prior year is discussed/provided/accounted for.
"*******Tax software is no substitute for a professional tax preparer*******
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George4Tacks
Level 15
12-07-2019
07:23 AM
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Probably not. We will likely still have to earn our fee with additional probing questions of our clueless clients.
Here's wishing you many Happy Returns
