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. 

[DatabaseRobertLTUG]

@lschuck67,

To be honest, I never try to process them "all" in a single go.  I usually queue up about 100-200 (or given our client #s, "all A last name clients", then "all B", etc.) at a time.  That let's me deal with them in bite-sized chunks, address any issues that may arise, and so on.

Depending on the speed of your machine, anticipate 3-8 getting processed per minute, or "most of an 8-hour day" (allowing for coffee & lunch breaks) if handling 2300 of them, like we did in Jan 2024.

  Extreme files--like the client with 45+ rentals & a couple hundred Depreciation items--will skew the average.

Robert Kirk
LTUGtools

[jberrier]

I agree!  And make these organizers compatible with non-Windows operating systems.  It's ridiculous how many of these I have to resend to clients who tell me that they are using an Apple device and can't open the file (WINMAIL.DAT format).  I then have to print their organizer to my desktop as a pdf, and then email that to them.  A complete waste of time!!

[lschuck67]

We have been users of Lacerte for over 35 years, we started in October looking at different software to do our taxes that has a better way for us to send organizers.  We will finish our contract and then be moving on.  Sorry but organizers are a huge waste of hours during busy season. They are not friendly with mac users and since they are not fillable I have to use a program to put an overlay to make them fillable. 

[SusanLDiscountCPA]

I agree that Lacerte needs to have fill in organizers that are able to be printed to a portal when completed.

[Erica W]

Is there an update as to if Lacerte will have fillable tax organizers available in the future?

[Robert Ades]

Since Lacerte hasn't posted anything on this thread, it's safe to assume there's no update on this issue.  I spoke to one of the top tech support leads recently, and the problem is due to the program being 32-bit. 

[DatabaseRobertLTUG]

I think that's tech was blowing smoke.  They have the blank Organier pages with the fields on them, that's how they generate the Organizers in the first place.  If they they can fill in a field with a value ("W-2 #4 name goes in fieldname XYZ123") then they have the ability to turn and say "AND now go ahead and put field XYZ123 onto the page (which would allow for it to get filled in by the client)."

The answer you were given is full of crap.

Robert Kirk
LTUGtools 

[tom5]

Enough said.  Amen.  

[Strongsilence-CPA]

EITHER MAKE THE PDF OR DROP THE ENTIRE ORGANIZER INTO LINK.!!!

Preparers can't be expected to add all items needed from a client into link.

I'm missing too many info items because clients are not providing them because Link takes too much of my time to add, edit and organize!

[khamlin]

I say yes to having a fillable PDF organizer also.  This is a much needed inprovement.