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aclcpa
Level 1
December 16, 2019
Solved

Does Lacerte have a form to sent to clients requesting information for preparation of tax return?

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    sjrcpa
    sjrcpaAnswer
    Level 15
    December 16, 2019

    They call it an Organizer.

    The more I know the more I don’t know.
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    3 replies

    sjrcpa
    sjrcpaAnswer
    Level 15
    December 16, 2019

    They call it an Organizer.

    The more I know the more I don’t know.
    abctax55
    abctax55
    Level 15
    December 16, 2019

    It comes in "regular" & "condensed", with a questionnaire that is customizable.

    It is created from the 'prior year' software (ie, organizers for 2019 tax returns is produced from the 2018 software..) and includes the prior year amounts if the return was done in 2018. 

    HumanKind... Be Both
    George4Tacks
    George4Tacks
    Level 15
    December 16, 2019

    Yes, the organizer. Here is a comparison chart for all the Intuit tax software https://accountants-community.intuit.com/articles/1859737-comparing-lacerte-and-proseries-and-proconnect-tax-online

    https://proconnect.intuit.com/lacerte/ look the tabs for features, pricing, etc 

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