E-organizer

Forum|Forum|5 years ago
January 11, 2021
1 reply
9 views

Good morning!

Is there a way to utilize the e-organizer WITHOUT importing the data back into the tax return?

I have tried and cannot seem to figure out a way to view and save it without pushing the data into the return.

Thankyou!!

Dawn

Firm Administrator

Lacerte Tax

This topic has been closed for replies.

George4Tacks

Level 15

You could print and work from there, but my recall it that it takes LOTS of PAPER. The whole idea is to review the items in the e-organizer and accept or trash them individually, just as you would do with a paper organizer or during an interview.

I think my short answer is NO.

Answers are easy. Questions are hard!

sjrcpa

Level 15

1. Why?

2. You can print it to pdf. I do this for my workpapers so I have a record of what client sent (vs what ends up on the tax return)

3. If you don't accept it, I think it keeps popping up every time you open the file.

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

D

dnewton72Author

Level 3

Thank you!

Can you tell me how to print it? I have never used Lacerte and cannot figure it out. I searched the knowledgebase and could not find anything.

"If I don't accept it" so each time the return is opened there will be a message??

Thank you!!

Dawn

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