Skip to main content
Level 4
December 29, 2025
New

Allow fiduciary Client and Beneficiary organizer pages to print

Related products:Lacerte
  • December 29, 2025
  • 0 replies
  • 1 view

I have several new fiduciary clients this year for which I have added all the client information and beneficiary information.  When I print the organizer though only the questionnaire prints.  The client information and beneficiary information does NOT print.  I can force it to print by adding $1 in interest income to the prior year information but I should not have to take those extra steps just to get these few pages to print.