(Fundamentally a repeat of my post of last year, now that the new version of the Organizer tool is ready.)

[NOTE: THIS POST IS A COMMERCIAL.]

[removed]

Note again that this simply lays fillable fields over the PDF pages generated from Lacerte (with the "complete" organizer only). Primarily this is useful for legibility--rather than reading each client's different chicken-scratch handwriting--as well as Find, Zooming size, and copy/paste for long entries.
This WILL NOT take data from the Organizer and populate it into the Lacerte program. (We have made some small inroads on that, but it is... daunting.)

And again, this works ONLY for the INDividual module. (The page headers for the FIDuciary module are laid out differently, so they will take additional work... and no other module even generates an Organizer.)

Remember to print your Organizers by checking the "PDF" box in the Lacerte dialog (this uses their built-in PDF creation driver), NOT by "changing the printer" to be your Adobe product.  The latter creates pages that do NOT look like Organizers.
  [See image, at bottom.]



Robert Kirk
LTUGtools