abbiemcguirecpa
Level 1

Is there a feature in Lacerte that allows an "organizer" to be generated for partnership and corporations.  Specifically, I am looking for

1) questionnaire portion that asks questions that we need to check off as part of the return. (ownership, etc)

2) Engagement letter template to generate and populate with client data

3) any kind of client information such as fixed asset listing so client can identify any assets that have been taken out of service.

I know some other tax software offer this so just wanted to see if Lacerte has something that I have missed all these years. 

Thank you,

Abbie

 

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