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Coding Organizer

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. 

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7 Comments 7
Level 11
Level 11

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


Help Article Editing the organizer client or engagement letter

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

“No. No point. Old men like me dont bother with making points. Theres no point.”
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 




Here's wishing you many Happy Returns
Level 2

Many of my clients end up writing "Does not Apply" next to the yes no boxes.

How about adding a N/A box next to the Y and the N?

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Level 1

How does editing the organizer continue to be so terrible?

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Level 10

Who did the Lacerte programmer cross the road?

Because that was what he did last year.

I come here for kudos and IRonMaN's jokes.
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Level 10

Bad typo....

Why did the Lacerte programmers cross the road?

Because that was what they did last year.


I come here for kudos and IRonMaN's jokes.