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When I send a .pdf of the tax return to the client, I am unable to move the Payment Voucher(s) to the front where the client will be more likely to see them. Right now they are attached to the tax return. Is there any way to decouple the vouchers so they can be moved in the printing order.
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Hi @mdfea geat to see you in the Community and thanks for posting about how to move the print order of estimates. Please see this Support article for help with this:
Set up return print options in Lacerte
In Settings>Options>Items to Print tab, you will see return Copy on the left and Print Order on the right. You would be able to move the estimates up or down in the print order.
If you still need assistnce with this we would recommend reaching out to Lacerte Support.
**Click Mark as Best Answer to mark the post that answers your question.
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I've been able to move the estimated tax vouchers to the beginning, but I've never found a way to move the tax return payment vouchers (1040-V, 540-V) to the front. The California one is always buried with the California return mid-way through.
I print to a pdf and then use Adobe Acrobat Pro to re-arrange the pages (and to reduce the file size) before I print.