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nwold20
Level 1
01-16-2023
04:10 PM
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Does anyone know if you can print a Lacerte tax organizer to PDF allowing the client to fill out the PDF organizer electronically? I don't find a PDF tax organizer helpful if the client cannot fill in the PDF organizer electronically. This seems to be a critical flaw in the Lacerte organizer program. The Lacerte e-organizer is terrible. I just want the paper based organizer in a PDF file which the client can fill out electronically.
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abctax55
Level 15
01-16-2023
04:26 PM
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You are by no means the first to ask for this enhancement; & likely not the last as Lacerte/Intuit appears to be deaf:
"*******Tax software is no substitute for a professional tax preparer*******
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