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.


You can do this with the full version of Adobe Acrobat. There are several tutorials on the web. The problem I would forsee is that you could create a generic organizer, but I do not believe that there is any way to create the personalized organizer that you get from printing directly for each client from Lacerte. I agree, way too time intensize & not automated.

I believe e-organizer is included in the price for 2011. It can be printed out to try to identify the bad data that clients might input. They can also put the same bad input on paper or fillable forms. I would suggest you try it again, for those clients that are so inclined. My personal feeling was that if a client could accurately complete the e-organizer, they could probably do their own return on TT. I felt it was not very consumer friendly.

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George4Tacks , Populist Extraordinaire!
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