joshuabarksatlc s
Level 10
05-16-2022
06:23 PM
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RE: My concern is keeping track of it.
Lacerte Software > Screen 3 > Misc Info, > California Misc.,
RIght above "Prior Year Name" there is a box for "Requires electronic payments". Once the box is checked, it'll follow the client when proforma'ed to the following year, unless it's unchecked, purposely or accidently.
For new clients, ASK!
I come here for kudos and IRonMaN's jokes.