aclcpa
Level 1
 
0 Cheers
sjrcpa
Level 15

They call it an Organizer.


The more I know the more I don’t know.

View solution in original post

0 Cheers
abctax55
Level 15

It comes in "regular" & "condensed", with a questionnaire that is customizable.

It is created from the 'prior year' software (ie, organizers for 2019 tax returns is produced from the 2018 software..) and includes the prior year amounts if the return was done in 2018. 

HumanKind... Be Both
0 Cheers
George4Tacks
Level 15

Yes, the organizer. Here is a comparison chart for all the Intuit tax software https://accountants-community.intuit.com/articles/1859737-comparing-lacerte-and-proseries-and-procon...

https://proconnect.intuit.com/lacerte/ look the tabs for features, pricing, etc 


Answers are easy. Questions are hard!
0 Cheers