Client Listing screen (immediately displayed after logging into Lacerte Tax)

Forum|Forum|5 years ago
October 30, 2020
2 replies
21 views

Is it currently possible to include a column for the client's state revenue account/tax ID number in the Client Listing screen (immediately displayed after logging into Lacerte Tax?

If yes, then how? If not, then why?

Lacerte Tax

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User_61

Level 7

Maybe? (Seek and ye shall find! (Probably.))

Intuit Accountants Community > Help > Help Articles

Sorting the Clients list in Lacerte

♫ faint buzzing noise ♪

George4Tacks

Level 15

I do not see "client's state revenue account/tax ID number" as an item in the listing to sort by.

Answers are easy. Questions are hard!

M

mikegtaxmanAuthor

Level 2

Your comment repeats my inquiry, specifically that Lacerte currently does not include "state revenue account/tax ID number" as an item available for insertion in the Client Listing. Obviously, that omission is a system issue for the Lacerte development team.

abctax55

Level 15

Obviously, that omission is a system issue for the Lacerte development team.

Any product enhancement requests have to be submitted directly to Intuit. THIS forum is peer2peer user forum.

And, good luck (as in don't hold your breath...)

HumanKind... Be Both

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