Using F3 to select a Group, selection criteria are Other, Schedule Ep2 is yes. Why doesn't highlighted group include all clients who have an active Schedule Ep2.

Forum|Forum|6 years ago
December 6, 2019
3 replies
13 views

At least 4 clients last name Anderson have active Schedule E page 2 but are not highlighted when Client Group Selection is set to Field Name: Schedule E p2; Compare: is; Value: Yes. Makes me unable to trust the handy F3 Group Selection at all.

Lacerte Tax

This topic has been closed for replies.

Best answer by George4Tacks

Hmmm! I tried this and it gave me a client that does NOT have Sch E, pg 2. I then made a filter (for the left column) that display E, pg 2 just by clicking on it. I get the same list as I did with F3. I have a small practice now, so don't have a big database to test, but I agree with your assessment.

Out of curiosity, are the missing clients locked? My one that showed up, but did not have a E pg 2 went away when I unlocked and did a form view.

George4TacksAnswer

Level 15

Hmmm! I tried this and it gave me a client that does NOT have Sch E, pg 2. I then made a filter (for the left column) that display E, pg 2 just by clicking on it. I get the same list as I did with F3. I have a small practice now, so don't have a big database to test, but I agree with your assessment.

Out of curiosity, are the missing clients locked? My one that showed up, but did not have a E pg 2 went away when I unlocked and did a form view.

Answers are easy. Questions are hard!

R

randersonAuthor

Level 2

The missing clients are locked as are the selected clients - we lock each return after it is filed. That doesn't appear to be the answer. Still doesn't work as expected.

IntuitAlicia

Employee

This can happen when your client files haven't been completely calculated.

To force them all to update, highlight all the clients using F3 and using the Client drop-down menu, select Update Client Database.

Once completed, you can run your filters, etc. and these should update to show the client files you're expecting.

If you continue to have trouble, please repost what you're experiencing and we can go from there.

George4Tacks

Level 15

@IntuitAlicia - That would require that clients be unlocked before performing. It seems locking clients often creates problems, is there any advise on how to reduce this problem?

Answers are easy. Questions are hard!

C

cu12345

Level 3

I am trying to do the same. Have tried unlocking a group of clients, opening clients, updating database. Nothing is working. I should have 50 clients with Schedule F and I get 3 that aren't even in the test group and one that doesn't even have Schedule F....

I use the F3 to send out emails and updates. This is not working correctly. Did anyone ever get it to work properly and if so how?

B

bglittlejohncpa

Level 2

I have been trying to isolate Schedule E clients but Lacerte is not getting some I know for sure have a Sch E. I called tech support and they gave me the unlock/client database update solution. However, it still does not work correctly. All I have now is several hundred unlocked returns.

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