Skip to main content
Level 1
March 8, 2023
New

estimated payment question should be added to Link questionnaire

Related products:Lacerte
  • March 8, 2023
  • 1 reply
  • 6 views

the Link questionnaire has no question regarding estimated payments.  Several clients have noted this and asked about a place to enter estimated payments made.  

The questionnaire or the documents should have a place to enter estimated

This topic has been closed for replies.

1 reply

Level 6
March 8, 2023

It would be helpful if Link could easily utilize the templates present in the regular organizer system.  Many Lacerte users take the time to edit/customize the questionnaire, client letter and engagement each year.  I've not found a way to access use these documents for use in the Link application.  This year in particular Link has been frustrating for the few clients I have who want to use it.  And at that point in the season I can't go out and troubleshoot things to help them.