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Level 3
September 5, 2023
Discussion ongoing

Time Spent "ADJUSTMENT OPTION"

Related products:Lacerte
  • September 5, 2023
  • 5 replies
  • 7 views

There are times that a tax file is inadvertently left open longer than the actual time that is spent working on the file. It would be wonderful and useful if there was an option to ADJUST the time spent on a return if that should happen. Either by the user or by an administrator.

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5 replies

Level 10
September 8, 2023

What are the reasons to adjust the time?

September 25, 2023

Thanks for the idea to adjust time spent on return. We are changing the status to "Open for voting" since it is no longer considered "New".

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.

Level 10
September 27, 2023

@NonaFisher Are you importing the time into a billing module?  How are you using the time spent information?

Level 3
September 27, 2023

Total time spent working on returns is monitored to determine if our form billing fees are accurate and/or if the fees need to be adjusted in future years. Monitoring time spent on returns also allows us to determine if a tax client is a "problem client" and if a "problem client" does management need to release the client from future services.

Level 10
September 29, 2023

Thank you. That is useful for my practice.