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Organizer - adding and deleting questions

Every year I add questions to the organizer for issues that I think are relevant to most of my clients.  I also delete questions. This process takes too much time because the word processor in Lacerte is difficult to use.  I need to find an easier way to edit the organizer.

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sjrcpa
Level 15

I don't know of any.

I agree the editing function is terrible.


ex-AllStar