PDF Version of Organizer

[CPATerri]

My clients are requesting FILLABLE organizers.  Can you make this happen so we can stop with the paper organizers?   The e-organizer is not something most of my clients can work with so a fillable PDF would be great. 

[steven]

SmartVault does not convert the Organizer to a Form Fill PDF.

[DatabaseRobert]

A quick update for anyone who HAS bought the utility from PDFAutomationStation:
 - for the "generic" page2/Dependents, the client/spouse selector field is reversed with the IDPIN field.  (All of the state-specific pages 2, I managed to get correct.  Just not the "US" (only) page.)

  and

 - for page24/Adjustments, the lowest section of the page--Alimony--has the fields mis-aligned.  In the program, the "date of divorce/separation" is further down in the list of fields; in the Organizer, it was made the FIRST field in that section.  So what you see is all of the other 4 fields, one line higher than they should be.  ($ amount is on the SSN line; SSN is on Last Name; Last is on First; First is showing on Date of.)  I just flat-out missed the addition of one more line.

I have forwarded the corrected/updated sheets to PDFAutomationStation, and he is working on replacing them in the ZIP file of forms.



Sorry about that!

Robert Kirk
LTUGtools

[smartcpa]

I never said SmarVault converted the file to a fillable PDF.

I print to SmartVault, then use KOFAX to open, convert the file and save it back to the client's vault.  KOFAX converts the PDF to fillable.  Using SmartVault streamlines the process of emailing securely to the client and allows us to gather client documents at the same time.

[george9]

Agree and each year I receive more and more of requests as this form clients - agree - current electronic version of Lacerte is nothing like printed one, and clients cannot handle current version.

[Gary Istanboulian]

I agree. Some of my clients use Mac computers and can’t use the e-organizer. Also, most clients prefer the fillable pdf rather thank the printed one. Time to modernize. 

[AmySwartzCPA]

Yes, please!

[Oregon-Tax]

And entities too.  At the very least we should be able to send clients their prior year amounts and the depreciation assets.  Way overdue.  

[lschuck67]

I agree the e-organizer is being blocked by anti virus software and is not available to mac users.  This would help so much with all of our clients.  We could save on mailing and it taking so long for the mail to be delivered.

[jloomis]

Agree 100%

[lschuck67]

Well now our clients can't upload the e-organizer seems the servers are having issues.