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I found instructions that say you can create a pdf organizer for your clients. However, I do not have the "collect data-pdf" option available.

derrik
Level 1
I have used Lacerte organizers and love them. Can I create something similar here somehow?
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6 Comments 6
George4Tacks
Level 15

Have you converted your 2021 Lacerte returns to ProConnect yet? 


Here's wishing you many Happy Returns
George4Tacks
Level 15

Are these the instructions you found? 

https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/create-pdf-organizers-proconn...

Be warned ProConnect is NOT Lacerte. The organizer will seem similar, but ...


Here's wishing you many Happy Returns
derrik
Level 1

I should clarify that I used Lacerte with another firm before I went on my own. All my clients are used to the Lacerte organizers.

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derrik
Level 1

That is the directions I found. When I click on the view return drop down as it says the option I have for collect data is by Intuit Link. 

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derrik
Level 1

Those are the instructions. When I go to the view returns tab, there is a Collect Data - Intuit Link option but no Collect data - PDF option. 

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sjrcpa
Level 15