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Level 3
June 8, 2022
Discussion ongoing

being able to filter any business return by final return (business closed)

Related products:Lacerte
  • June 8, 2022
  • 1 reply
  • 2 views

Being able to generate a list of clients in the business modules (Partnership, S Corp, C Corp, Fidicuary, Exempt) of returns that are final (not status) but final as in the business sold, closed, etc.  

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1 reply

July 11, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.