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Assign Complexity factor to clients

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Level 2
Does Lacerte assign a complexity factor to clients so you can determine which level of staff to give the tax return to????
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Level 11

I doubt it. I use Pro Series, but what you are asking for is a function of the professional, not software.

** I'm still a champion... of the world! Even without The Lounge.

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Level 15
No. You could use the prior year fee as an indicator.

ex-AllStar

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Level 11

I doubt it. I use Pro Series, but what you are asking for is a function of the professional, not software.

** I'm still a champion... of the world! Even without The Lounge.

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Level 2
Thanks. I cam from using UltraTax, and that was a feature.
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Level 11

Curiously, what was it based on, forms used?

** I'm still a champion... of the world! Even without The Lounge.
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Level 2

I assume it was deeper than that. Depreciation, forms, number of fields entered, carryovers, etc. just a guess. 

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Level 15
No. You could use the prior year fee as an indicator.

ex-AllStar

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Employee
Employee

I'm familiar with that in UT. I'll pass that to dev to look at.

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Level 2

The one thing I really wish development addressed is a To Do tab in diagnostics. It listed all entry fields that had data entered the prior year, but has not yet had data entered. You could click on it and it took you right to that input field. UT has that feature as well. It was one of my final review steps to check. 

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