Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

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

aclcpa
Level 1
 
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Best Answer

Accepted Solutions
sjrcpa
Level 15

They call it an Organizer.


Ex-AllStar

View solution in original post

0 Cheers
3 Comments 3
sjrcpa
Level 15

They call it an Organizer.


Ex-AllStar
0 Cheers
abctax55
Level 15

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. 

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
0 Cheers
George4Tacks
Level 15

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 


Answers are easy. Questions are hard!
0 Cheers