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S
shellyjchessercpacom
Level 3
December 9, 2024
Question

SETTINGS FOR CLIENT LIST

  • December 9, 2024
  • 2 replies
  • 6 views


We want to add a column (custom) for paper filed clients in our software.  

 

How do we do this?

This topic has been closed for replies.

2 replies

George4Tacks
George4Tacks
Level 15
December 9, 2024

This is what you can do - Add a column for e-file is either YES or NO. 

https://accountants.intuit.com/support/en-us/help-article/display-preferences/sort-modify-client-list-lacerte/L94lkxQEP_US_en_US?uid=m4hiq6rs$srcG4T

This image may help

Answers are easy. Questions are hard!
D
DatabaseRobertLTUG
Level 5
December 15, 2024

Lacerte has a FIELD for "efiled returns", stored as two-letter info.  (Such as "US, CA, CO, AZ, NV".)

 

Sadly, so far as I have been able to find, you CANNOT make any actual USE of that field within Lacerte.  (I only know about it from looking in the database file with an ODBC connection.)



Robert Kirk
LTUGtools 

S
shellyjchessercpacomAuthor
Level 3
December 10, 2024

Perfect George.  Thank you!

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