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Using the Organizer Questionnaire in Lacerte
by Intuit• Updated 3 weeks ago
Table of contents:
How to edit the Organizer Questionnaire
- From the Tools menu, select Organizer.
- Click on the + next to Questionnaire from the left navigation panel.
- Select the applicable Questionnaire you would like to edit.
- Make the necessary changes.
- Click Save once complete.
The Edit window functions like any other Windows-based word processor.
- You can select, copy, cut, past, and move text.
- You can format text with bold, underline, and italics.
- You can indent and justify paragraphs using the toolbar.
- You can use keywords as placeholders to insert specific client information and Yes/No check boxes.
To insert Yes/No checkboxes, headers, or tabs:
- Place your cursor where you want to add the keyword
- From the Tools menu, select Keywords.
- Select the Miscellaneous under the Categories section.
- Select the applicable Keyword under the Keyword Names section:
- Yes No header for Organizer letter (this will insert a Yes/No heading).
- Checkboxes for Yes No in Organizer letter (this will insert a Yes/No checkbox).
- Tab for use with yes no checkboxes (this will insert a tab).
- Click Insert.
- Repeat Steps 1-5 for each checkbox, header, or tab to insert.
Note: If you insert checkboxes, you must press ENTER at the end of each question to specify placement of the boxes.
When you print the Organizer or send the E-Organizer, be sure to select the correct questionnaire from the Questionnaire drop-down menu in the Document Options screen.
How to print a custom questionnaire for a Blank Organizer
The Blank Organizer will only print the Default Questionnaire and does not give the option to print a custom Questionnaire. As a workaround you can print the Blank Organizer and Custom Questionnaire separately. To print the Custom Questionnaire:
- Open Lacerte to the Clients list.
- From the Client menu, select Add.
- Enter a Client Number in the Add Client window.
- Select OK.
- Highlight the client file from the client list.
- From the Tools menu, select Organizer.
- Select on Print Paper Organizer form the left navigation panel.
- Select Partial Organizers.
- The client should already be listed under the Selected Clients section, if not:
- Highlight the client under the Available Clients section.
- Click on Add.
- Select Print.
- Locate the Address Slip Sheet option.
- Select None from the drop down menu.
- Locate the Questionnaire option.
- Select the applicable Custom Questionnaire from the drop down menu.
- Uncheck the box, Print client name.
- Uncheck the box, Print client number.
- Select OK.
- Check the applicable box under the Print To section on the Print Settings window (Printer, PDF, DMS).
- Select OK to print.
Note: This will print a custom questionnaire that can be inserted into the blank organizer.
How to restore the default text for the Organizer Questionnaire or Condensed Questionnaire
To restore defaults for the Questionnaires:
- Open Lacerte to the Clients list.
- From the Tools menu, select Organizer.
- Click on the + next to Questionnaire from the left navigation panel.
- Select the applicable Questionnaire to restore defaults to:
- Questionnaire Default
- Condensed Questionnaire Default
- Custom Questionnaire (that you created previously)
- From the Tools menu, select Restore Default.
- Select Yes to the Confirm window, "Are you sure you want to replace [Questionnaire name here] Questionnaire with the program's default Questionnaire?"
- From the File menu, select Save (or click the Save button at the bottom of the window).
How to transfer prior-year Organizer options and documents
- Go to the Clients tab.
- From the Tools menu, select Organizer.
- From the Tools menu within the Organizer window, select Import Last Years Options.
- Select Yes to the Are you sure you want to import Organizer & E Organizer options and/or documents from last year? window.
- Make sure the data path is correct.
- Lacerte will default to the local C:\ drive for the prior year. If the data path is incorrect, click Browse and select the correct data path. The data path must point to the prior years Option folder.
- Select OK.
- Select OK to the Information window stating:
- "We recommend that you replace every year on the letter with one of the following keywords: [OrgTaxYear] - current tax year, [OrgPrevTaxYear] - previous tax year, [OrgNextTaxYear] - next tax year. The program will use this keyword to automatically update the letter with the selected tax year."
- Click OK on to the Import Complete window.
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