For my Organizer/Questionnaire:
I am trying to add a checkbox in front of verbiage (as a multiple choice) instead of the yes or no boxes. Does anyone know the coding for this action?
I tried [BOX] which does show up BUT my text disappears.
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I paste a lower-case q formatted in Word into the Wingdings font. The Lacerte questionnaire requires a good deal of fiddling to produce the desired result.
2019 Lacerte > Tools > Organizer > Edit Documents > Questionnaire
Help Article Editing the organizer client or engagement letter
Beware: Organizer & Questionnaire will fight you at every attempt to add to or edit it.
The organizer uses Times Roman, so you could try to insert □ which I found using windows Charmap.
You could try copying this symbol □ into the text, but best not to try to mess with the Organizer too much.
□ yaba □ daba □ do
Many of my clients end up writing "Does not Apply" next to the yes no boxes.
How about adding a N/A box next to the Y and the N?
How does editing the organizer continue to be so terrible?
Who did the Lacerte programmer cross the road?
Because that was what he did last year.
Bad typo....
Why did the Lacerte programmers cross the road?
Because that was what they did last year.
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