PDF ORGANIZERS, UPDATED TAX PLANNING FOR 2025, SAVING FILE AS PDF

[MARILYNKR]

PDF Organizers - my clients would like this one instead of the e-org they are getting now.  They could fill it out easier or even just use it to bring what I need.  They don't like filling out the one we send now so I have to send in paper and that is a waste of trees.

Updated Tax Planning - with the many changes to the 2025 taxes, it would be helpful if we could have all the changes in order to really do a good job with tax planning.

Saving return file as PDF - I do that so that I can put it on a USB and not print so much paper.  However, when I try to save it from the program, I get it showing so I can put the client's name on it but after I click ok, it asks me to do it again!

Marilyn R. [edited], EA

[Kathi_at_Intuit]

@MARILYNKR 

PDF Organizers - We do have an idea already posted for PDF Organizer. If you would like to vote on it, you may do so here.

Updated Tax Planning - With the many changes to the 2025 taxes, the One Big Beautiful Bill,  we would recommend taking a look at the Tax Law and News One Big Beautiful Bill summary and tax changes in the Tax Pro Center. While this resource has some helpful comments, it does not currently provide an estimated timeline for the updates.

Saving return file as PDF - Have you tried reaching out to Lacerte support to see if they are able to assist with this? 

We look forward to your continued contributions in the community.