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Level 2
January 22, 2022
Solved

Fiduciary Due Date in Lacerte 2021 Program

  • January 22, 2022
  • 1 reply
  • 11 views

I noticed that some of the Fiduciary Due Dates on the Home page in Lacerte Fiduciary Module are 04/15/22 and others show 04/18/22. According to the IRS the due date is supposed to be 04/18/22. Is there a way to fix this or will an update fix it?

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Best answer by George4Tacks
Highlight the clients.
Use Client > Update Client database

1 reply

George4Tacks
Level 15
January 22, 2022
Highlight the clients.
Use Client > Update Client database
Answers are easy. Questions are hard!
mbadgleyAuthor
Level 2
January 22, 2022

George, thank you very much that worked!!!! I am new to doing this side of the Lacerte Tax.

George4Tacks
Level 15
January 22, 2022

Come on back we have lots of tricks in our bags.

Zero does not exist, we use -1

Find a spot you like on a form, right click on the line or box and select "Jump to Input"

In the detail screen use Ctrl + F to start a search.

If you like your keyboard, bookmark this link https://proconnect.intuit.com/community/tax-return/help/keyboard-shortcuts-for-lacerte/00/96376

 

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Answers are easy. Questions are hard!