In ProSeries is it possible to produce a Client Organizer for a Trust? If so how do you do this.
Hi 7leine7
Your question inspired me to look into LC. I have used LC for a long time but never(!) knew an organizer could be produced. But it isn't very useful and the questionnaire is c**p.
I don't know about PS.
Good luck!
PS You chose kleine7. Are there six other kleines?
PS doesnt have an organizer for the 1041. I have no idea what LC is thats mentioned above.
LC is shorthand for Lacerte.
😆
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