Lacerte Tax Idea Exchange
Submitted by DAlessio CPA on 03-29-2025 01:07 PMWhen I reviewed the digital on-line organizer available with Intuit Link - there was a Checklist generated. It would list W2's and each employer from last year, Interest/Dividends and then each bank, etc... I do not see that available in the paper format.
Having a checklist as a print option would be most helpful, especially for the older clientele. Most people give me feedback about the paper organizer that, "If I could figure these grids, out, Id do my own taxes"
Can Lacerte please put in an option to print a checklist for such items as it has in the Link version?
Thanks for the idea to "Have a checklist as a print option". We are changing the status to "Open for voting".
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Lacerte Idea Exchange
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