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larrygrussell1
Level 3
January 31, 2024
Discussion ongoing

Make a Dependent a new Client

Related products:Lacerte
  • January 31, 2024
  • 1 reply
  • 8 views

When a dependent of a client has to file a return this year for the first time, I'd love a simple button to Make this Dependent a new Client.  And thank you if Lacerte also creates the Family Link.

    1 reply

    I
    Intuit_Ruben
    Level 7
    February 1, 2024

    Thanks for the idea to add a button to convert dependents into new customers. We are changing the status to "Open for voting".

    Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  Lacerte Idea Exchange
     

    If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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