Skip to main content
Level 1
December 7, 2019
Solved

Where is Checklist

  • December 7, 2019
  • 2 replies
  • 2 views
Where i can find Checklist in Lacerte
This topic has been closed for replies.
Best answer by George4Tacks

The organizer for each year is created in the prior year return. For 2018, open 2017 and select your client(s) > Tools > Organizer

https://accountants-community.intuit.com/search?q=organizer

2 replies

sjrcpa
Level 15
December 7, 2019
Checklist for what?
The more I know the more I don’t know.
George4Tacks
Level 15
December 7, 2019

The organizer for each year is created in the prior year return. For 2018, open 2017 and select your client(s) > Tools > Organizer

https://accountants-community.intuit.com/search?q=organizer

Answers are easy. Questions are hard!