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Where is Checklist

user06469
Level 1
Where i can find Checklist in Lacerte
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Accepted Solutions
George4Tacks
Level 15

The organizer for each year is created in the prior year return. For 2018, open 2017 and select your client(s) > Tools > Organizer

https://accountants-community.intuit.com/search?q=organizer


Here's wishing you many Happy Returns

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2 Comments 2
sjrcpa
Level 15
Checklist for what?

Ex-AllStar
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George4Tacks
Level 15

The organizer for each year is created in the prior year return. For 2018, open 2017 and select your client(s) > Tools > Organizer

https://accountants-community.intuit.com/search?q=organizer


Here's wishing you many Happy Returns
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