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- Need 2022 fiduciary organizer but 2021 Lacerte program will not print
Need 2022 fiduciary organizer but 2021 Lacerte program will not print
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melevint
Level 1
01-13-2023
06:06 PM
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Fiduciary program for 21 asks me to import data from 20 to print 22 organizer
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George4Tacks
Level 15
01-14-2023
10:42 AM
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Click the No button to use the 2021 defaults.
IF you used the organizer for 2021, THEN you would import the prior year letters, questionnaire, etc.
Here's wishing you many Happy Returns
