bliebert
Level 2
09-15-2021
04:23 PM
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We just moved off of other tax software that will automatically update client status. For example:
- When a proforma'd client return is updated, it will move the return to "Info Pending"
- When efile is accepted, the client status will update to "Final"
Does Lacerte do any of this, or do we have to update status manually?
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sjrcpa
Level 15