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Is there a location to see the clients age based on the date of birth for quick reference?

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Level 1

Is there a location to see the clients age for quick reference in Lacerte?

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Level 15

You can add that as a column in the Client Screen. Settings > Options > Display > From Client information select Taxpayer age and/or Spouse Age and put in the display, then move up or down to where you want them to show. 

Otherwise, NO. 


ex-AllStar

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Highlighted
Level 15

You can add that as a column in the Client Screen. Settings > Options > Display > From Client information select Taxpayer age and/or Spouse Age and put in the display, then move up or down to where you want them to show. 

Otherwise, NO. 


ex-AllStar

View solution in original post

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Level 1
I have asked in prior year to add this function as a box or window in screen 1 & 2 next to the dates of birth that tells you the person's age as of December 31 of the tax year.  It is important facts when entering this information and I need to spend a few seconds to calculate their age to continue a discussion.    
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Level 15
For any others that want to submit this, you do so using: Help (Alt + H) > Lacerte Feedback.

ex-AllStar
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Level 1
Very good Idea, I've sent the feedback...its too easy not to just add that to the system.
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Level 15
Easy, YES but what will they break in the process of adding this.

ex-AllStar
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