George4Tacks
Level 15
07-23-2021
05:23 PM
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If you are looking for paperless, that is through Link and I think you will be sorely disappointed. https://proconnect.intuit.com/community/tax-organizer/help/testing-intuit-link/00/3678
If you are looking for a paper engagement, you can incorporate that via the Organizer. 2021 will not be available until probably November and it is done via the 2020 software. You can try a 2020 organizer with a sample return in the 2019 software. Setting it up in 2019, will allow a rollover into the 2020 when it becomes available. https://proconnect.intuit.com/community/print-a-file/help/printing-organizers-in-lacerte/00/3538.
There is also a fairly new add on product that might have what you want. https://proconnect.intuit.com/practice-management/
Answers are easy. Questions are hard!