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Level 1
December 7, 2019
Solved

Is there a way in Lacerte to have the client status (F4) automatically pop up upon closing a return. We have too many people not changing the status

  • December 7, 2019
  • 1 reply
  • 11 views

If the client status popped up upon closing it would be a reminder to update the status for those preparer who forget and slow down the next step in processing the return

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Best answer by George4Tacks

No.

You could request it as a product improvement. Use Alt + H to go to Help > Lacerte Feedback. 

1 reply

George4Tacks
Level 15
December 7, 2019

No.

You could request it as a product improvement. Use Alt + H to go to Help > Lacerte Feedback. 

Answers are easy. Questions are hard!