Solved: Does Lacerte have a form to sent to clients requesting information for preparation of tax return?

aclcpa · ‎12-16-2019

sjrcpa · ‎12-16-2019

They call it an Organizer.

Ex-AllStar

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sjrcpa · ‎12-16-2019

They call it an Organizer.

Ex-AllStar

abctax55 · ‎12-16-2019

It comes in "regular" & "condensed", with a questionnaire that is customizable.

It is created from the 'prior year' software (ie, organizers for 2019 tax returns is produced from the 2018 software..) and includes the prior year amounts if the return was done in 2018.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

George4Tacks · ‎12-16-2019

Yes, the organizer. Here is a comparison chart for all the Intuit tax software https://accountants-community.intuit.com/articles/1859737-comparing-lacerte-and-proseries-and-procon...

https://proconnect.intuit.com/lacerte/ look the tabs for features, pricing, etc

Here's wishing you many Happy Returns

Does Lacerte have a form to sent to clients requesting information for preparation of tax return?

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