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user06469
Level 1
December 7, 2019
Solved

Where is Checklist

Where i can find Checklist in Lacerte
This topic has been closed for replies.
George4Tacks
George4TacksAnswer
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!
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2 replies

sjrcpa
sjrcpa
Level 15
December 7, 2019
Checklist for what?
The more I know the more I don’t know.
George4Tacks
George4TacksAnswer
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!
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