2019 Organizer for 2020 Clients

[Help me Please]

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!

[abctax55]

There is no such critter in Lacerte, unless you consider the E-organizer.

[George4Tacks]

You can purchase this product https://www.pdfautomationstation.com/products/item22.cfm

[Help me Please]

So nobody has the blank organizer file PDF?

[George4Tacks · Accepted solution]

https://digitalasset.intuit.com/DOCUMENT/A13uneA6m/TY2020condensedblankOrganizer.pdf

https://digitalasset.intuit.com/DOCUMENT/A2sBBhkXq/TY20ExtendedBlankOrganizer.pdf

[sjrcpa]

You can print a blank Organizer to pdf from Lacerte but it is not fillable.

[Help me Please]

Thank you very much!

[Help me Please]

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?

[George4Tacks]

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.

[Help me Please]

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?

[George4Tacks]

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.

[Help me Please]

I'll try that. Would you happen to have those first pages with the Client information / DOB / dependents?

[George4Tacks]

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. "

[Lsebcpa]

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?