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Level 1
August 25, 2022
Discussion ongoing

Changed tick mark report

Related products:Lacerte
  • August 25, 2022
  • 1 reply
  • 6 views

I am a new Lacerte user converting from UltraTax.  UltraTax provides a section in their diagnostics called the "Tick Data", which shows any prior green tick marks which have changed to red due to a change in the data.  That diagnostic section could be interactively accessed and then provides a jump to link to each changed tick mark throughout the entire return.  This diagnostic report shows the "Current Value", the "Prior (Ticked) Value" and the "Difference".  I discussed this with my Lacerte Success Coach and she told me there is not a similar feature in Lacerte.  I would highly recommend that you add this diagnostic feature as it is extremely helpful.  

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1 reply

October 10, 2022

Thanks for the idea and your feedback. I'll be sure to document this to share it with the product team. 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 Exchange Getting Started Guide for more information.