Want to run a report that gives me the clients with Expired Drivers Licenses.

Forum|Forum|6 years ago
December 7, 2019
2 replies
20 views

In the Taxpayer Authentication screen there is a place for Expire Date for Drivers License. I would like to be able to run a report or filter out those clients that will have or have expired licenses.

Lacerte Tax

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Best answer by George4Tacks

I remember a wonderful line from a movie I saw "It's nice to want things!"

What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter

Unfortunately, what you want is not one of things that filters. See image for Expir....

George4TacksAnswer

Level 15

I remember a wonderful line from a movie I saw "It's nice to want things!"

What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter

Unfortunately, what you want is not one of things that filters. See image for Expir....

Answers are easy. Questions are hard!

J

juli

Level 3

Our firm could really use the F3 function to filter on driver's license expiration dates. We would like to run a report now (in offseason) to be able to contact clients to get DL in now.

J

juli

Level 3

Please send in or call with a request for this. If you already have in the past, do it again! We need this report!