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ihatepickingnames
Level 1
July 23, 2024
New

Due Dates Column

Related products:ProConnect
  • July 23, 2024
  • 3 replies
  • 5 views

I used to use Lacerte (desktop version) and I was able to add a column to my default view that showed the tax returns due date. This was incredibly helpful for fiscal year end clients. It would be great if you could add this column on the tax returns list screen. 

    3 replies

    P
    psmitcpa1
    Level 3
    January 15, 2025

    Please add this - at least the Due Date Field.  I know Lacerte has hundreds of fields of info you can add.  Some of these may be helpful also.  But since the information is already in the program, it woudl be nice to be able to add at least Due Date and possibly a few others.  Maybe PTO can put them in over time slowly.   When comparing the Lacerte screen and PTO, the one obvious huge one missing is Due Date

    Quack_Shot
    Quack_ShotIntuit Community Champion
    Intuit Community Champion
    January 17, 2025

    This definitely needs to be in the software. I have a 990 & a FY C Corp and the Due Dates aren't the typical ones, especially when extended. 

    “The only true wisdom is in knowing you know nothing” -Socrates
    R
    Root Tax
    Level 2
    May 29, 2025

    Going into each client to check due dates is so time consuming. Please provide additional columns on the tax return view.

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