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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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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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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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I have used Lacerte organizers and love them. Can I create something similar here somehow?
