Do any Lacerte Users convert 1040 Tax Organizers into Fillable PDF's as an alternative to E-Organizers (which we do not care for)?

[rusty]

It appears there are only 2 options - E-Organizers and Paper (PDF) Tax Organizers.

[itonewbie · Accepted solution]

I'll jump in with my 2-cents since there's been no response thus far, which probably means that few, if any do.

In fact, some here don't use organizers, period.  Those who do may convert a blank organizer into one that's fillable but I doubt you'd find any who would convert proforma organizers into fillable forms because it would mean manually adding form fields for each item, individually for each client.

[mark12]

I agree.  I just want a pdf that clients can fill in.  Check the boxes in the questionnaire, etc.  I don't want to import anything into Lacerte (garbage in garbage out).  I just had a client ask me if I have a "fillable" engagement letter and questionnaire.  I keep getting the request for the questionnaire.

[SDodson]

I found this to convert them to fillable for 2020

https://www.pdfautomationstation.com/products/item22.cfm

[jimbocpa]

I'm thinking of using this software.  It doesn't look that complicated to do the conversion, but wondering if you can share your thoughts on it (if you used it).  

[mark12]

I have not used the software. I watched the video and it looks great. Would be easier for clients. Only thing is that I use Smartvault so I have to look at the workflow. It probably means converting then copying them one at a time onto the Smartvault folders. Very time consuming. But I think clients would like it. Too bad Lacerte won’t do this.