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- Remove the preparer input information from organizer. 1-14-2024
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Remove the preparer input information from organizer. 1-14-2024
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Remove the preparer input information from organizer. 1-14-2024
Remove the preparer input information from organizer. 1-14-2024
Submitted by Strongsilence-CPlease remove extraneous input information that clients do not need to see from the organizer. An example is the Schedule C information in the attached snip. Some of those items are foreign to clients and slows the client down. This could be a contributing factor to the low rates of organizer completion by clients.
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Thanks for the idea to remove preparer input information on the Organizer. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange
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