Lacerte Tax Idea Exchange

This is EXTREMELY cumbersome and time consuming. There needs to be a template that can be uploaded to make this go faster for any updates. Can this be done instead of going one by one question and one by one client?!

Status:

Vote now if this is a good idea

Comments

Level 11

THIS!

This deserves VOTES!

It is a recipe for disaster when Clients don't want to complete the organizer and tax preparers don't have time to update the questionnaire! Things are getting missed!

And when I see that they questions are not added or requests for files are missed by me, then I have to return to the client to ask for it. Embarrassing.

SOLUTION IDEA: CREATE THE OPTION TO DROP THE ORGANIZER ITEMS INTO LINK. Since the organizer is the most complete document, then preparers don't have to worry.

- edited

Thanks for the idea to upload a questionnaire template for Intuit Link. We are changing the status to "Open for voting".

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Level 11

EITHER MAKE THE organizer into a fillable PDF OR DROP THE ENTIRE ORGANIZER INTO LINK.!!!

Preparers can't be expected to add all items needed from a client into Link.

I'm missing too many info items because clients are not providing them because Link takes too much of my time to add, edit and organize!