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J
jhopper
Level 3
September 3, 2020
Question

Is there a way to generate out of Lacerte 2019 a list of all clients with an NOL?

  • September 3, 2020
  • 1 reply
  • 5 views
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1 reply

George4Tacks
George4Tacks
Level 15
September 3, 2020
You can (a) add AGI to the display menu and sort by that or (b) Create a custom database report https://proconnect.intuit.com/community/customize-reports/help/creating-custom-database-reports/00/5512 to narrow down those clients that might have an NOL.
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