Question
1 page organizer of source documents for client reference?
Is there a report/organizer I can run for Lacerte to print the source documents (***in a "short and sweet" format***) needed for a client based on prior year info? Folks are getting worse at forgetting something each year and this would be such a great tool for all involved! A checklist or N/A setup would be awesome. Hint, Hint Intuit!
For example:
W-2s:
-Boring Job, Inc.
-Friday's Coming, LLC
Interest Income:
-ABC Bank
-Imaginary Brokerage Firm
Dividend Income:
-Imaginary Brokerage Firm
Oil/Gas Royalty/Lease:
-Big Money Oil, Ltd.
-Bone Dry Well, Inc.
Rental Property Activity:
-1001 NO SE Tax Lane
-9999 Rents Goin Up Blvd
Pension/IRA:
-Declining Balance Brokerage, Inc.
-Hometown Bank
