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nwold20
Level 1
January 16, 2023
Question

PDF Tax Organizer

  • January 16, 2023
  • 2 replies
  • 11 views

Does anyone know if you can print a Lacerte tax organizer to PDF allowing the client to fill out the PDF organizer electronically?  I don't find a PDF tax organizer helpful if the client cannot fill in the PDF organizer electronically.  This seems to be a critical flaw in the Lacerte organizer program.  The Lacerte e-organizer is terrible.  I just want the paper based organizer in a PDF file which the client can fill out electronically.

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2 replies

abctax55
abctax55
Level 15
January 16, 2023

You are by no means the first to ask for this enhancement; & likely not the last as Lacerte/Intuit appears to be deaf:

https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/pdf-version-of-organizer/idi-p/123734

HumanKind... Be Both
    D
    dd11
    Level 3
    January 16, 2023

    I just posted a reply in that thread on page 14. There's a user here that sells a pdf plug-in that converts pdf organizers to fillable. I tried it and it worked for me. 

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