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amacpa
Level 4
August 29, 2023
Question

Available Choice Balance

  • August 29, 2023
  • 1 reply
  • 5 views

Just recently I noticed, along the top of Lacerte, below the Tabs and above the client name what appears to be a counter ' Available Choice Balance ' ?

What is this?

Is it a count down to the potential choices I could have made besides doing taxes?

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1 reply

Level 4
August 30, 2023

Are you saying this has to do with limits on returns that then lead to rep fees when you go over?  We have started seeing this on our lacerte screen also.