[Early this year I suffered a stroke and am still at home / not in the office while disabled, so my entire participation this year was "get the forms, then forward them to David." Normally I look for new pages, new or removed fields on old pages, and so on.
In addion, my access to the office laptop, email address, and Lacerte login are now disconnected (they're sticklers about me not having been there WORKING meaning I have no access to 'work' assets...) so my email address for comments, suggestions, or questions is 'ParadoxForLacerte <at> Yahoo.com']
Update for TaxYear 2024
Last year David updated the instructions and interaction with Adobe so that it less arcane. We retained the "Action" capability so you can point it at a folder-full of files and have it process a bunch sequentially.
Note again that this only lays fillable fields over the PDF pages generated from Lacerte (with the "complete" organizer only). Primarily this is useful for legibility--rather than reading each client's different chicken-scratch handwriting--as well as Find, Zooming size, and copy/paste for long entries. This WILL NOT take data from the Organizer and populate it into the Lacerte program.
And again, this works ONLY for the INDividual module.
With all of those caveats out of the way, there is again a discount code for 20% off for readers here:
