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Level 2
March 19, 2022
Solved

How to sort the cash contributions alphabetically?

  • March 19, 2022
  • 1 reply
  • 17 views

For taxpayers with significant charitable contributions (well over 50 different donees), how can you sort the descriptions alphabetically?

Lacerte can already sort the client list by ascending or descending order when you click on the gray bar immediately above it. How can this be activated for cash contributions?

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Best answer by George4Tacks

That is not possible. You could take the time to enter them alphabetically by using the Ins button and they would show up that way in the future, but there is no sort feature here. 

You can put a suggestion in for that to be added by posting it for a vote from users in this part of the Community. https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604

 

1 reply

George4Tacks
Level 15
March 19, 2022

That is not possible. You could take the time to enter them alphabetically by using the Ins button and they would show up that way in the future, but there is no sort feature here. 

You can put a suggestion in for that to be added by posting it for a vote from users in this part of the Community. https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604

 

Answers are easy. Questions are hard!
TaxCAAuthor
Level 2
March 30, 2022

Suggestion added!