Comment

Unfortunately, ALL of the questionnaire pages have the same title bar at the top of the sheet, so there is no way for this utility to recognize "this is page1 of questions" or "this is page 6 of questions".  What we do here is generate the questionnaire as an original PDF out of Lacerte, keep it as a completely separate document that we then lay all of the fields out appropriately, and then put it together with the window envelope slip sheet, cover & engagement letters, and the rest of "all that stuff up front" before the actual tax data.
  The same command also assigns our master-password (the same for ALL files, so that any staffer can open any file that we generate without having to know any client info) as well as the user-password (they have "open", "fill-in", and "print" privileges, so they can admire it on screen or admire it on paper, but make no other changes to the document).
  That stand-alone utility is "PDFtk" (PDF ToolKit), a free command-line tool that I use for a TON of things.
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I realize, though, that not everyone is as comfortable as I am with things like that, so there is a "skip <some # of> pages" setting in the JavaScript, in order to "hop over" all of the leading pages.  Since the slip sheets, cover & engagement letters, and so on, typically do not even HAVE any fields to complete...  if you use five sheets, tell the utility to "skip the first 5 sheets" of all organizers.
  That should all be described in text when you download.

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The data generated by Lacerte--all of the prior year information--sits on the page.  It is left-aligned, and printed in black.  (See on your own organizers.)
  Our fields are all RIGHT-aligned, and in blue.

Any of the pre-printed information CANNOT be changed, nor would you want it to be (as you correctly supposed).
  If there is NO change to the information, client does nothing.
  If there is a change (new phone, new email, different street address, added child, whatever) they just type in the relevant field.
  Even if the length of pre-print (coming from the left) overlaps with a very long new input (coming from the right), the black/blue different will make it obvious.  Also, the preparer can just click on the field to copy the value as typed by the client.

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And it looks like this board redacts out email addresses if you post, so no-one saw my direct contact offer the other day.
  If you prefer to reach out to me, I am at "ParadoxForLacerte" (Paradox is the database program that I used to thrash Lacerte's data into obedience).
  The domain is "at Yahoo.com".



Robert