Is there a location to see the clients age based on the date of birth for quick reference?

Forum|Forum|6 years ago
December 7, 2019
1 reply
32 views

Is there a location to see the clients age for quick reference in Lacerte?

Lacerte Tax

This topic has been closed for replies.

Best answer by George4Tacks

You can add that as a column in the Client Screen. Settings > Options > Display > From Client information select Taxpayer age and/or Spouse Age and put in the display, then move up or down to where you want them to show.

Otherwise, NO.

George4TacksAnswer

Level 15

You can add that as a column in the Client Screen. Settings > Options > Display > From Client information select Taxpayer age and/or Spouse Age and put in the display, then move up or down to where you want them to show.

Otherwise, NO.

Answers are easy. Questions are hard!

J

jlcsmokey

Level 2

I have asked in prior year to add this function as a box or window in screen 1 & 2 next to the dates of birth that tells you the person's age as of December 31 of the tax year. It is important facts when entering this information and I need to spend a few seconds to calculate their age to continue a discussion.

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