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I am not able to get a fillable blank pdf organizer from Lacerte 2019.
When I do Tools > Blank Organizer > Print > Ok > File (PDF) it will not save.
I have a scanned PDF but it is not editable.
Can someone provide a link to the blank organizer file?
Please do not link me to another article or thread. I have searched through many of them.
Thank you very much for your help!
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There is no such critter in Lacerte, unless you consider the E-organizer.
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You can purchase this product https://www.pdfautomationstation.com/products/item22.cfm
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So nobody has the blank organizer file PDF?
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You can print a blank Organizer to pdf from Lacerte but it is not fillable.
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Thank you very much!
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I can't find this page in the organizer and it is probably the most important one as I will be sending the blank organizer out to new clients. Have a link with this page?
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My preferred method is to actually create their prior year return and do the organizer from that.
You can just use the 2019 program to print blank organizers. I guess I assumed something incorrectly. See the image.
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I've gone through those steps but when I do File(PDF) > OK it does not pop up a file save location and just closes the print menu like it did it.
Is this file being saved in an unknown folder or is it just an error?
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Try the new Lacerte Tool Hub https://proconnect.intuit.com/community/help-articles/help/fix-common-problems-and-errors-with-the-l...
It has a pdf repair tool in it.
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I'll try that. Would you happen to have those first pages with the Client information / DOB / dependents?
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No, but there are probably more condensed equivalents such as https://www.cchwebsites.com/content/pdf/tax_organizer.pdf
To paraphrase an old ad line "Let your Google do your walking on the internet. "
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I've tried that. The documentation seemed to consist of a YouTube video. I couldn't get the **bleep** thing to work. The person who publishes the software wanted to remote into my system to solve the problem, but I wasn't about to expose my client data to a third party. He then offered to troubleshoot by phone, which I declined. This was supposed to save me time, but it had the opposite effect. If I was willing to invest the time with him to troubleshoot, the program probably would have worked. But who buys software just to spend time on the phone with support?