Comment

(NOTE THAT THIS POST IS A COMMERCIAL!)

[removed] 

David has done a good bit of updating for the instructions and interaction with Adobe so that it less arcane.  We retained the "Action" capability so you can point it at a folder-full of files and have it process a bunch sequentially.

 

Note again that this simply lays fillable fields over the PDF pages generated from Lacerte (with the "complete" organizer only). Primarily this is useful for legibility--rather than reading each client's different chicken-scratch handwriting--as well as Find, Zooming size, and copy/paste for long entries.
This WILL NOT take data from the Organizer and populate it into the Lacerte program. (We have made some small inroads on that, but it is... daunting.)

 

And again, this works ONLY for the INDividual module. (The page headers for the FIDuciary module are laid out differently, so they will take additional work... and no other module even generates an Organizer.)

 

I hope that everyone has a happy holiday season!

Robert Kirk
LTUGtools