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Level 1
May 9, 2024
New

Diagnostics - To Do: Missing Items

Related products:Lacerte
  • May 9, 2024
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It would be great to see this tool under Diagnostics for Missing Items not addressed on current return compared to prior return. It can be called To Do - it is a great tool for a preparer and reviewer to contact client for any missing items. For example, diagnostic will determine that prior year had Insurance listed on schedule E and there is non on current return.