Rodlemon
Level 1
01-25-2023
02:36 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
What is promise date
Labels
abctax55
Level 15
01-25-2023
02:39 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Are you asking about the client info screen?
That would be the date YOU promise to the client to have the return done.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
( Generic Comment )"
abctax55
Level 15
01-25-2023
02:41 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
From "help"... a very useful tool.
Enter the date you promised the client that the tax return would be complete.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
( Generic Comment )"
abctax55
Level 15
01-25-2023
03:29 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Susan... have you ever used this? I don't have a clue as I haven't 🤣
And I don't promise my clients much of anything; they get the return when I get to it.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
( Generic Comment )"
George4Tacks
Level 15
01-25-2023
05:37 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Probably 10 years ago they abandoned a nice bit of code in Lacerte that let you use that and a couple of items for a sort. Ah, if we could only relive the youth of Lacerte.
For ProConnect it is still there, but it is a useless input area.
Here's wishing you many Happy Returns