Does Lacerte have a form to sent to clients requesting information for preparation of tax return?

[sjrcpa · Accepted solution]

They call it an Organizer.

[abctax55]

It comes in "regular" & "condensed", with a questionnaire that is customizable.

It is created from the 'prior year' software (ie, organizers for 2019 tax returns is produced from the 2018 software..) and includes the prior year amounts if the return was done in 2018. 

[George4Tacks]

Yes, the organizer. Here is a comparison chart for all the Intuit tax software https://accountants-community.intuit.com/articles/1859737-comparing-lacerte-and-proseries-and-procon...

https://proconnect.intuit.com/lacerte/ look the tabs for features, pricing, etc