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Good morning!
Is there a way to utilize the e-organizer WITHOUT importing the data back into the tax return?
I have tried and cannot seem to figure out a way to view and save it without pushing the data into the return.
Thankyou!!
Dawn
Firm Administrator
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You could print and work from there, but my recall it that it takes LOTS of PAPER. The whole idea is to review the items in the e-organizer and accept or trash them individually, just as you would do with a paper organizer or during an interview.
I think my short answer is NO.
Answers are easy. Questions are hard!
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1. Why?
2. You can print it to pdf. I do this for my workpapers so I have a record of what client sent (vs what ends up on the tax return)
3. If you don't accept it, I think it keeps popping up every time you open the file.
The more I know the more I don’t know.
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Thank you!
Can you tell me how to print it? I have never used Lacerte and cannot figure it out. I searched the knowledgebase and could not find anything.
"If I don't accept it" so each time the return is opened there will be a message??
Thank you!!
Dawn
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I intend to print to PDF.. Does this change your answer? If so, instructions on how would be appreciated; I searched the website and cannot locate much at all on eOrganizers.
Thank you!
Dawn
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5. If you want a hard copy of the data, click Print or click Close to close the e-organizer window.
Answers are easy. Questions are hard!