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Yes, once it's uploaded, it's converted to a fillable PDF. The organizer module is one of the only modules that I think could use some work in SS. It didn't sav...
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It pulls the info from the prior year because you print the organizers in PDF from Lacerte and then upload them to SS.
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Now that Intuit has partnered with SafeSend Returns, which has an Organizer module, I highly doubt that they will ever build this into Lacerte. The Organizer mo...
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We just got this email from a client:Hi,Unfortunately, I am unable to use tax services with A&A this year for the 2021 tax period. The portal has been difficult...