I normally would wait to see if anyone else chimes in, but I looked and looked and didn't see anything. You're message reinforces my search. Add that on top of Lacerte not really letting us pull out reports and data that we want in other scenarios - I'll take your answer as solution.

Lacerte is kind of that that kid whose family is in the lower-upper class, but compared their social circle, they are not as well off as their friends. They desperately want to be more well off and though of highly by others. So even though they are no better than those who may be thought of as upper-middle class, they treat everyone like they are better than them and walk around with a chip on their shoulder. They think they are just fine how they are and don't want to take time for self-reflection and just coast through life being mediocre.
Look at me with that analogy! Am I an English professional or an Accountant?