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. 

[MARILYNKR]

Not something Intuit can make money on!

We already pay enough to have this done.

[ra2]

It is something they make money on.  It's called product development, and it's necessary to retain users.

[Oregon-Tax]

We have been Lacerte customers for many years going all the way back to LMS Compute. We have requested a fillable pdf organizer multiple times and been ignored.  We have had enough and will be moving to a different software company this year even though it will cost us more $ and be difficult during the transition.

Another issue with us is their failure to provide a way to create next year estimates for one spouse and not the other - simple but they won't do it.

[ra2]

@Oregon-Tax Which provider are you going to, and do they provide a fill-able organizer?

[SusanJP]

I would be interested in that answer as well.

[tom5]

Me, too.  Let us know if your reply has been blocked by Intuit.  

[PA7539]

197 comments and counting. Some feedback from Lacerte, other than "under review" would be helpful. I can't fathom that this request would pose technical challenges to the software design team. 

[DatabaseRobertLTUG]

(NOTE THAT THIS POST IS A COMMERCIAL!)

[Early this year I suffered a stroke and am still at home / not in the office while disabled, so my entire participation this year was "get the forms, then forward them to David."  Normally I look for new pages, new or removed fields on old pages, and so on.

 In addion, my access to the office laptop, email address, and Lacerte login are now disconnected (they're sticklers about me not having been there WORKING meaning I have no access to 'work' assets...) so my email address for comments, suggestions, or questions is 'ParadoxForLacerte <at> Yahoo.com']

Update for TaxYear 2024

Last year David updated the instructions and interaction with Adobe so that it less arcane.  We retained the "Action" capability so you can point it at a folder-full of files and have it process a bunch sequentially.

Note again that this only lays fillable fields over the PDF pages generated from Lacerte (with the "complete" organizer only). Primarily this is useful for legibility--rather than reading each client's different chicken-scratch handwriting--as well as Find, Zooming size, and copy/paste for long entries.
This WILL NOT take data from the Organizer and populate it into the Lacerte program.

And again, this works ONLY for the INDividual module.

With all of those caveats out of the way, there is again a discount code for 20% off for readers here:

  Site:   https://www.pdfautomationstation.com/products/item22.cfm 

  Code: PDF_Fill_i

(The last letter is a lowercase 'eye', as in 'intuit'.)

(This Intuit site keeps redacting email addresses & hyperlinks, which is why I have broken them up.)

I hope that everyone has a happy Thanksgiving & holiday season!

Robert Kirk
LTUGtools