Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Re: 2022 Proforma/Organizer in 2021 Lacerte
2022 Proforma/Organizer in 2021 Lacerte
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
cbumpers10
Level 1
11-24-2022
12:38 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The 2022 Proforma Wizard appears to be operational in my 2021 software, but when I click on Organizer I get a message asking if I want to reprint a prior year organizer. Is the 2022 Organizer not released yet? I can't find a news item that addresses this.
Labels
1 Comment 1
George4Tacks
Level 15
11-26-2022
09:05 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The data for the organizer is in the complete return year (currently 2021) so you use that year program to print the organizer for next year (2022). The same is true for the proforma..
IMHO, it is way to early to do either, other then for a specific client or just to do a test run to see how it works. I have done my personal return. There are often many bugs that do not get worked out until at least late December.
Answers are easy. Questions are hard!
