I found instructions that say you can create a pdf organizer for your clients. However, I do not have the "collect data-pdf" option available.

I have used Lacerte organizers and love them. Can I create something similar here somehow?

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Level 15

Have you converted your 2021 Lacerte returns to ProConnect yet?

Answers are easy. Questions are hard!

Level 2

I should clarify that I used Lacerte with another firm before I went on my own. All my clients are used to the Lacerte organizers.

Level 15

Are these the instructions you found?

Be warned ProConnect is NOT Lacerte. The organizer will seem similar, but ...

Answers are easy. Questions are hard!

Level 2

That is the directions I found. When I click on the view return drop down as it says the option I have for collect data is by Intuit Link.

Level 15

There is this:

The more I know the more I don’t know.

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