Comment
09-02-2022
09:54 AM
09-02-2022
09:54 AM
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!