abctax55
Level 15

Organizers are printed from the PRIOR year softwear (sic).

Maybe, just maybe, Intuit ( @Kathi_at_Intuit ) will let you access 2024 'just' to generate organizers?  But you would only get blank/generic ones unless the 2024 return info was entered on a client by client basis.  

Client letters are edited in (top menu bar) Settings > Client letter.  Beware that the word processing format used by Lacerte is *very* cumbersome.  I strongly suggest creating YOUR version by copying the default letter (that way you don't screw up the default letter & can resort to it if needed)

@George4Tacks - do you have any bookmarked snifty links with "step by step" instructions on editing client letters?

HumanKind... Be Both