We need to be able to do a search on drivers license expiration date to run a report to see who needs renewed DL without having to open every client and check in the input.
Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
We need this feature as well! @juli I added the link to here to your post on @nancytassoc 's post regarding this back in 2019.
The more votes we get here, the more attention it will get from Lacerte to add this feature.
A custom report option or custom filter option for Taxpayer/Spouse authentication (Driver's license information) would help us keep track of clients whose licenses have or will have expired so we can get that information ahead of tax season!
Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
Will the search for Driver's license expiration (or lack of DL) be implemented for this year? It would be great if we could utilize this feature in November to start getting the DL info into office and entered!
