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Level 1
January 21, 2025
New

Print prior year organizer from current year software

Related products:ProConnect
  • January 21, 2025
  • 2 replies
  • 3 views

I don't understand why the 2023 organizer requires that you filed the 2023 return. I imported data from 2023 Lacerte, the program has all the information to start the 2024 return, but won't let me print the prior year worksheet because I didn't file the 2023 returns with proconnect. This is a similar problem to Lacerte itself, worksheets for this year were printed from last year's software, which seems completely backwards. The obvious workflow is to print the worksheet as part of the 2024 tax season so why not do it from the current software? If nothing else this makes it harder to transition from one program to another, if you start using Lacerte or ProConnect you don't have full functionality until the following year. It seems like this would make sense from a business perspective if nothing else.

2 replies

sjrcpa
Level 15
January 21, 2025

Can you print the Organizers from 2023 Lacerte?

The more I know the more I don’t know.
abctax55
Level 15
January 22, 2025

Bingo....

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