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M
melevint
Level 1
January 14, 2023
Question

Need 2022 fiduciary organizer but 2021 Lacerte program will not print

  • January 14, 2023
  • 1 reply
  • 8 views
Fiduciary program for 21 asks me to import data from 20 to print 22 organizer
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1 reply

George4Tacks
George4Tacks
Level 15
January 14, 2023

Click the No button to use the 2021 defaults.

IF you used the organizer for 2021, THEN you would import the prior year letters, questionnaire, etc.

 

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