kleine7
Level 2
01-24-2026
07:05 AM
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In ProSeries is it possible to produce a Client Organizer for a Trust? If so how do you do this.
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strongsilence
Level 11
01-24-2026
07:44 AM
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Hi 7leine7
Your question inspired me to look into LC. I have used LC for a long time but never(!) knew an organizer could be produced. But it isn't very useful and the questionnaire is c**p.
I don't know about PS.
Good luck!
PS You chose kleine7. Are there six other kleines?
Level 15
01-24-2026
10:17 AM
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PS doesnt have an organizer for the 1041. I have no idea what LC is thats mentioned above.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
strongsilence
Level 11
01-24-2026
11:51 AM
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LC is shorthand for Lacerte.
strongsilence
Level 11
01-24-2026
11:51 AM
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😆