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I have used CCH Tax for the past 9 years; this is my first firm using Lacerte and I feel lost; as knowledgeable as I am it seems the most basic functions I cannot figure out.
For example:
Is there a way to pre-define the file name when printing client organizers in Bulk to pdf files?
why/how do you get the e-organizer to only generate the pages that are 'applicable" like you can for the printed organizer?
Are there any "user manuals' for this program? Any help is appreciated! I have called support, only to remain on hold for 90 minutes...
Thank you,
Dawn Newton
Firm Administrator
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Welcome to the family!
CCH has a number of tax products and each works differently.
You can bulk pint organizers in Lacerte. Under Tools > Organizer, you can select one or more clients using the Add buttons.
If you want to print a full organizer with all the pages, you can follow the instructions in this thread: https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-2020-complete-organize...
Still an AllStar
