I've been kicking around ways of doing this as painlessly as possible, and my first question is: would you want anything BEYOND what is detailed in the Organizer?

These are the Lacerte pages that are currently included in the Organizer (plus some random number of state-specific pages, depending on your "DB State" input at the bottom of page1/client info):
 

First column is the input sheet that we humans go to, in order to make entries.  Second column is the "Series #" (look at the bottom left corner of a paper input sheet) that Lacerte stores the information by.  Third column is what it *IS*.

Would you actually want the page47/Notes included?

Would you want more than those items listed?

Would you want to EXCLUDE any of those?

Would you need anything more extensive than the sample that I put together previously (last post visible on Page 1 of this thread)?  Basically a section header and then "list of items" for that section.

Is this something that you would print for ALL clients? For clients of "some specific F4/status" (or several of them)?

Would you prefer it as a PDF (which you could then forward by email OR print out) or straight to printed copy right away?

.

If anyone is willing to experiment with free software, let me know ("ParadoxForLacerte <at> Yahoo.com") and I can take you through downloading Lacerte's ODBC setup, Paradox's free Runtime package, and some simple Scripts & Reports within Paradox to parse out the information and make use of it.



Robert Kirk
LTUGtools