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@Oregon-Tax Which provider are you going to, and do they provide a fill-able organizer?
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It is something they make money on. It's called product development, and it's necessary to retain users.
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Once you've uploaded the organizers to SS, does it convert them into a form-fillable PDF?
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But does the SS organizer pull data from the prior year Lacerte return, beyond just the name and address? If not, then using SS as a substitute for tax organize...
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Does the SafeSend Returns Organizer module pull prior year's data from Lacerte? I would add the SS Returns is quite expensive (>$2,000) and does not provide wor...
