Hi,

I've always used PTO.  Last year I used the collect data - intuit link to print the prior year and the report was just like the Lacerte organizer (paper only).  Here is a sample of the HSA page that was printed from PTO, not Lacerte.  It just is in the Lacerte format.  I know that I went to the collect data - intuit section but can't remember how I got to this point.  I can reach out to Boris directly.  Thanks for trying to help.