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Level 3
February 9, 2021
Discussion ongoing

PDF Version of Organizer

Related products:Lacerte
  • February 9, 2021
  • 212 replies
  • 95 views

My clients are requesting FILLABLE organizers.  Can you make this happen so we can stop with the paper organizers?   The e-organizer is not something most of my clients can work with so a fillable PDF would be great. 

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212 replies

CPATerriAuthor
Level 3
September 20, 2021

I would love to get some feedback on my initial post and whether there are plans to implement this fillable PDF feature into the 2021 organizer options.   Intuit?   This seems like a popular topic.

We need an easy way to email our clients fillable PDF's.  

IntuitBettyJo
Community Manager
September 21, 2021

We appreciate everyone's massive support on this idea.  We have passed this idea along to our development team and they are interested and reviewing it.  We will update you as soon as we get more information. 

Cheers! 

Betty Jo
Level 2
September 21, 2021

Agreed with need for fillable

Level 3
October 26, 2021

@IntuitBettyJo any update?  Organizer season is coming in hot and I'd love to be able to send my clients fillable PDFs this year and cut down on my paper waste. 

Level 3
October 26, 2021

I agree -  the eorganizer in the link program doesn't work well

CPATerriAuthor
Level 3
October 26, 2021

@IntuitBettyJo    Any update to my initial comment on fillable PDF's?  

Level 3
October 27, 2021

It is a real concern that Intuit bases its professional tax software development decisions on polls and popularity contests rather than knowing how to do it right in first place.  I have used Lacerte for 30 years and the tax organizer has never changed one bit.  Is it true that only the loudest voices matter at Intuit such that as late as 2022 (or 23) we have a feature that the company should have offered ten years earlier?  Or is Intuit just being lazy?

Level 3
October 27, 2021

By its actions over the last 30 years since i've been a customer, Lacerte has always been about caving in to mediocrity, not pursing excellence, so as not to upset the majority of customers who are, themselves, mediocre by nature.   It's a sad commentary that many tax preparers whose returns i've seen don't even use the client letter, much less enter the client's name as the salutation.  Countless times, i've seen letters headed up, "Dear Client."  Some don't even use the filing instructions.  With a majority of these people who use Lacerte, excellence is an unwelcome annoyance, so all of us become stuck with a product that produces a mediocre result.  It's intentionally designed that way.  Rather than innovate, the company seeks to have its customers even more reliant on its software by invading the work flow, so they will essentially own your tax practice for life.  Unfortunately, the whole industry is generally geared toward pleasing the majority who fall under the center of the bell curve, which is not where excellence lives.   The other alternatives are much worse.  

Level 5
October 28, 2021

I also would like to know if Lacerte will be offering the fillable tax organizers this year.  The Intuit Link is not the friendly to use and does not show the amounts from the prior tax year.  I do not like the e-organizers.

CPATerriAuthor
Level 3
November 4, 2021

Hey Lacerte @IntuitBettyJo , I made this suggestion back in on Feb. 9, 2021, I see the organizer program for 2021 is out, but no option for fillable PDF.  Please correct me if I am wrong on this.