FILLABLE TAX ORGANIZER FORM
Tax Organizer - Is there a way either within Lacerte or outside to create a FILLABLE tax organizer for clients. I am not talking about the e-organizer but taking a PDF or similar file version that can be typed directly onto the organizer sheets. We have searched within Lacerte (2010) and tried our Adobe Professional (too time intensive & not automated) to find a way to accomplish creating a FILLABLE form. Lots of clients would like to do it this way. Plus their seems to be an internal aversion to using the e-organizer because of prior experience with the bad data in bad data out issue and the interactive aspect with Lacerte.