Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Organizer for a Trust

kleine7
Level 2

In ProSeries is it possible to produce a Client Organizer for a Trust?  If so how do you do this.

0 Cheers
6 Comments 6
strongsilence
Level 11

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?

 

kleine7
Level 2

Thanks for the reply. Waiting for the answer on ProSeries.

Yes there is 6 other Kleine7's  - my children.

Just-Lisa-Now-
Level 15
Level 15

PS doesnt have an organizer for the 1041. I have no idea what LC is thats mentioned above.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15

Confirmation that ProSeries doesn't have a 1041 organizer and LC stands for Lacerte.


Slava Ukraini!
strongsilence
Level 11

LC is shorthand for Lacerte.  

0 Cheers
strongsilence
Level 11

😆

0 Cheers