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. 

[Robert Ades]

CPATerri, that used to be the Office of the President, but it now seems to be something else.

[DatabaseRobert]

@dd11Thanks for the feedback!

At its heart, the instructions--which can be a bit overwhelming--boil down to: 1) do the download; 2) be OUT of Adobe Acrobat; 3) put the JavaScript where it belongs; 4) store the Directory Setter where you have the forms; 5) Load up the Directory Setter and make sure it says "where you have the forms".
  Then open an Organizer and run the command.  (I added the menu command to my toolbar, so I can reach it either way.)

If you have an entire bunch (or even whole directory) to do, you can set up one of Adobe's mass-handling "Actions" to run.



Robert Kirk
LTUGtools

[pamdory]

My fear is that Intuit will choose to incorporate this function into one of their "integrations" - aka expensive add-on module- rather than providing it with the base program.  

I tried to send myself the E-organizer today and it didn't work for me.  That was after chasing my tail to get my one and only Link client the questionnaire over the past two days.  

The other issue I've given up on is my decades long quest for Intuit to come up with a way to sync the Appointment Manager with Google calendar so I don't have to spend a couple days manually syncing them so the organizer prints the pre-scheduled appointment I have on the calendar I use in real life.  I don't think the Appt Mgr has been truly supported for sometime now. 

[DatabaseRobert]

My immediate thought for the appointment dates was "aren't there data fields for that, which could be completed with an ODBC connection?"  And there are two columns (one each for date & time) in the Data-6 table which could be connected to.

However, I could not find a way to actually get anything to POPULATE those fields.  It does not appear to be the fields called "2022 tax return appointment" on page 5.1/Invoice Letter Instructions.

I am inquiring of "my guy", who was part of the group setting up the ODBC capability at Lacerte, to see what I am missing in working towards this.

Question on the Google Calendar side of this: do you have the Lacerte client # recorded anywhere in those appointments?



Robert Kirk
LTUGtools

[dd11]

@DatabaseRobert There's a section in the instruction video about processing Tax Forms that confused me. Tax Forms are already processed and come with the purchase of the license. I think most people who will buy the license are interested in processing tax organizers not the individual tax forms. I ended up processing the included tax forms first, before I realized that was an unnecessary step. 

After figuring this part out, the plug in worked great. I absolutely recommend it to anyone here looking to make fillable organizers. I already received a few completed orgazniers back from clients and I love it!

[DatabaseRobert]

David & I have already talked about removing that portion of the script, or else making it tagged to "only our licenses" or some such, because yes, all of that has already been done with the pages that are provided.

Robert

[pamdory]

@DatabaseRobert  Regarding your question about my appointments in Google calendar, no I don't use the client number in the appointments in Google.  Although if that could make this happen, I would have my office manager do that.

When Intuit came out with the Practice Management add-on module I gave up hope that there would be any further work on the Appointment Manager, which I use to create recurring appointments within the organizers to  mirror those in Google which I live by during tax season.   Apparently Practice Management syncs with Google calendar, but last time I checked it wasn't a cost effective addition for the once a year hassle.  And I don't know if it interacts with the organizer function.

[Robert Ades]

Robert - I ran through the program for the first time this year.  The instructions do need a complete revamp.  There were a number of steps that were not explained and I had to get David's help on several occasions. 

On a separate note, I have reached out the the Intuit Office of the President to highlight the need for fillable organizers and have linked them to this thread. 

[DatabaseRobert]

@pamdory I'm going to take a stab at interpreting what you have set up; please correct me where I come adrift.

 - Intuit's "Practice Management" module does sync with Google calendar, but the older Appointment Manager does *NOT*.  (??)
 - In Lacerte, you use the "Appointment Manager" and set up repeating appointments for each year, and they carry forward for you to see.
 - It sounds as though you are *creating* the appointments in Google calendar, and then pulling them in to the Appointment Manager by hand?  (In order to get them to print on the Organizer.)

When you create the appointment in the Google calendar, where does the client's information come from?  Do you have that info stored in Google somewhere (as a Contact [as they are called in Outlook], or something similar), that it pulls from?  If you type anything in by hand, you could include the Lacerte client # as just one more thing being typed.

.

Sadly, the approach that I was taking does not appear to do what I wanted: I put in date & time on page5/Invoice Letter Filing Instructions, but that did NOT print on the page1/client info sheet of the Organizer.

Does it have to be input in the Appointment Manager, in order to print on the Organizer?



Robert Kirk
LTUGtools

[pamdory]

@DatabaseRobert  Thanks for your interest.  

You're pretty close, the process started with the Appt. Mgr. back in 2003 before I used Google calendar, but used - wait for it - a Palm.   The appointments were initially entered as recurring appointments so Joe Smith is always scheduled for 10:00 on the first Wednesday of February, for instance.  

The Appt. Mgr. does not sync with Google that I have been able to find

I converted from Palm to Google ten years ago and had an employee enter all of the appointments manually from the Appt. Mgr. using just the name and phone #.

Each year I compare the two calendars adjusting for new/dropped clients and reschedules from the prior year.  Since both calendars have the recurring function, the majority of appointments roll along with out issue.

The Appt Mgr then prints the appointment on the Client Information page, although I don't see that we have access to the formatting of that page.  

It's not a massive issue, but has been my request since the Palm Pilot days and I thought surely Intuit would think it was a good idea to offer a dynamic sync with the larger calendar platforms like Google.  They did allow an import or export with Outlook, but nothing dynamic to work with the Appt. Mgr.  I should probably revisit the Practice Mgmt app, but now I'm cranky about it.