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. 

[CPATerri]

I would love to get some feedback on my initial post and whether there are plans to implement this fillable PDF feature into the 2021 organizer options.   Intuit?   This seems like a popular topic.

We need an easy way to email our clients fillable PDF's.  

[IntuitBettyJo]

We appreciate everyone's massive support on this idea.  We have passed this idea along to our development team and they are interested and reviewing it.  We will update you as soon as we get more information. 

Cheers! 

[ATCJF]

Agreed with need for fillable

[Jacquelyn924]

@IntuitBettyJo any update?  Organizer season is coming in hot and I'd love to be able to send my clients fillable PDFs this year and cut down on my paper waste. 

[smartcpa]

I agree -  the eorganizer in the link program doesn't work well

[CPATerri]

@IntuitBettyJo    Any update to my initial comment on fillable PDF's?  

[Robert Ades]

It is a real concern that Intuit bases its professional tax software development decisions on polls and popularity contests rather than knowing how to do it right in first place.  I have used Lacerte for 30 years and the tax organizer has never changed one bit.  Is it true that only the loudest voices matter at Intuit such that as late as 2022 (or 23) we have a feature that the company should have offered ten years earlier?  Or is Intuit just being lazy?

[tom5]

By its actions over the last 30 years since i've been a customer, Lacerte has always been about caving in to mediocrity, not pursing excellence, so as not to upset the majority of customers who are, themselves, mediocre by nature.   It's a sad commentary that many tax preparers whose returns i've seen don't even use the client letter, much less enter the client's name as the salutation.  Countless times, i've seen letters headed up, "Dear Client."  Some don't even use the filing instructions.  With a majority of these people who use Lacerte, excellence is an unwelcome annoyance, so all of us become stuck with a product that produces a mediocre result.  It's intentionally designed that way.  Rather than innovate, the company seeks to have its customers even more reliant on its software by invading the work flow, so they will essentially own your tax practice for life.  Unfortunately, the whole industry is generally geared toward pleasing the majority who fall under the center of the bell curve, which is not where excellence lives.   The other alternatives are much worse.  

[SusanLDiscountCPA]

I also would like to know if Lacerte will be offering the fillable tax organizers this year.  The Intuit Link is not the friendly to use and does not show the amounts from the prior tax year.  I do not like the e-organizers.

[CPATerri]

Hey Lacerte @IntuitBettyJo , I made this suggestion back in on Feb. 9, 2021, I see the organizer program for 2021 is out, but no option for fillable PDF.  Please correct me if I am wrong on this.