Help!!!

[Anniebells07]

New to Lacerte Softwear, I need to change and add to the client letter, and need a step by step and also how to print Questionnaire's as well, Thank you 🙂

[abctax55]

Organizers are printed from the PRIOR year softwear (sic).

Maybe, just maybe, Intuit ( @Kathi_at_Intuit ) will let you access 2024 'just' to generate organizers?  But you would only get blank/generic ones unless the 2024 return info was entered on a client by client basis.  

Client letters are edited in (top menu bar) Settings > Client letter.  Beware that the word processing format used by Lacerte is *very* cumbersome.  I strongly suggest creating YOUR version by copying the default letter (that way you don't screw up the default letter & can resort to it if needed)

@George4Tacks - do you have any bookmarked snifty links with "step by step" instructions on editing client letters?

[Kathi_at_Intuit]

Hi @Anniebells07 Welcome to the Community! Thanks for choosing Lacerte and posting your first question! We have some helpful articles that may help with this: 

• How to access the organizer or e-organizer in Lacerte
• Editing the organizer client or engagement letter in Lacerte
• How to send an e-organizer in Lacerte
• Printing organizers in Lacerte

If you need further assistance or access we recommend reaching out to Lacerte Support directly. 

 @abctax55 Thank for helping out and for the tag! You’re awesome and we always appreciate the guidance you share with the Community! And yes, the formatting in Lacerte’s word processing can definitely feel cumbersome at times. This is exactly why we give the option to edit. Creating your own version by copying the default letter is a great best practice, since it keeps the original intact in case it is ever needed. We know we are not the amazing @George4Tacks, but we did have these articles handy, and George4Tacks might have more to add! 😀

[George4Tacks]

Just to be clear to @Anniebells07 about organizers. Generally it is best too wait a bit to do them, as the early releases are not "ready for prime time." I do mine in early January. 

Organizers to mail now (2025) or early next year (2026) would be 2025 data collection organizers printed with the 2025 program that will use the data that was generated by using the Tools > Transfer client (Proforma to 2025)... in the 2024 program. If you are new, you might consider using the 2024 as a learning platform to get the 2024 return justified against what was filed, THEN do the transfer to 2025.