I hope anyone seeing this, or several of the other posts, will learn that you use the first release of ANY problem cautiously. Proforma a couple of special clients. Look at the results of what happens, use them to test the new year tax program and find what is not yet complete. Send your comments to Lacerte to help them find the errors that will almost always occur. Don't print your organizers all at once. Pick a couple of special clients. Print their organizers. Review the formatting. Review whether all the appropriate figures from last year show up. Decide if your wording of client letter, engagement letter, questionnaire, etc all look and read as you intended. Personally I found mailing in December to be too early. Unless there is a postal rate increase, wait until at least the first week of January. Remember IRS won't open the flood gates until mid January and W-2's generally do not come out on January 1.

I wish you all many happy returns.