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Does a one/two page organizer showing prior year data make it easier for our clients while giving us more complete data w/out multiple follow up e-mails or phone calls?

gregg1
Level 2

The current organizers offered by Lacerte are not intuitive, too lengthy or do not supply enough information to our specific clients to help them identify all the items needed to complete their tax return without multiple e-mails and phone calls.

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George4Tacks
Level 15

Probably not. We will likely still have to earn our fee with additional probing questions of our clueless clients. 


Here's wishing you many Happy Returns

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4 Comments 4
sjrcpa
Level 15
This sounds like a rhetorical question. There is a condensed Organizer.

Ex-AllStar
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itonewbie
Level 15
It also depends on the practitioner's preference, the client's profile, level of complexity, and the amount of due d the practitioner is comfortable with.
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Still an AllStar
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abctax55
Level 15
I personally hate the condensed organizer.  I have a few clients that refuse to complete the organizer, but I still use it as my "cheat sheet" to make sure that everything from the prior year is discussed/provided/accounted for.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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George4Tacks
Level 15

Probably not. We will likely still have to earn our fee with additional probing questions of our clueless clients. 


Here's wishing you many Happy Returns
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