Comment
10-27-2023
12:44 PM
10-27-2023
12:44 PM
We are not programmers. We should not have to download "free software" to manipulate Lacerte's code. We are paying a premium for this tax software and a simple checklist should be provided as it is already in the Lacerte code. I don't understand why they are withholding this feature.
The checklist like the Pro Series example shown above would be perfect. And that is what most of us are asking for. We do not want a multi-page organizer as it can be confusing for some clients and unnecessarily wastes paper for the simpler clients. We can use the organizer for the more complex clients.