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Another giant Lacerte FAIL as they have STILL not addressed this request and here it is time to send organizers out again!
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Please change the default names for the acceptance letters to include what form is being accepted. The file name prints the same (to Smartvault for example) no ...
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I concur - these forms should be added to 1040 AND 1041 modules. Seems easy enough to program and would be a huge help so we don't have to prepare them manually...
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I agree 100%! I don't like using the e-organizers and Intuit Link, and I have had clients ask for fillable organizers.
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Thank you. I am asking specifically how to make it work in the Lacerte tax program. I can check Spidell but didn't think the answer would be there.
