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garydnelson
Level 1
April 16, 2021
Question

How can you see the list of returns emailed to clients thru Lacerte? Besides the immediate list you see when you are about to sent an email?

  • April 16, 2021
  • 1 reply
  • 3 views
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1 reply

George4Tacks
George4Tacks
Level 15
April 19, 2021

No, but you could create a F4 Status for "emailed to client" and use that as a sort. You would need to set it up in Settings, then remember to set it when you email the return. 

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