Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Coding Organizer

TeamMonty
Level 1

For my Organizer/Questionnaire:

I am trying to add a checkbox in front of verbiage (as a multiple choice) instead of the yes or no boxes. Does anyone know the coding for this action? 

I tried [BOX] which does show up BUT my text disappears. 

Labels (1)
0 Cheers
3 Replies 3
PhoebeRoberts
Level 9
Level 9

I paste a lower-case q formatted in Word into the Wingdings font. The Lacerte questionnaire requires a good deal of fiddling to produce the desired result.

User ID 61
Level 8

2019 Lacerte > Tools > Organizer > Edit Documents > Questionnaire

KeywordCapture.PNG

Help Article Editing the organizer client or engagement letter

Beware: Organizer & Questionnaire will fight you at every attempt to add to or edit it. 

The moose out front should have told you.
George4Tacks
Level 15

The organizer uses Times Roman, so you could try to insert □ which I found using windows Charmap. 

You could try copying this symbol   □    into the text, but best not to try to mess with the Organizer too much. 

□ yaba □ daba  □ do 

 

 

 


ex-AllStar