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Can Lacerte automatically update client status?

bliebert
Level 2

We just moved off of other tax software that will automatically update client status. For example:

  • When a proforma'd client return is updated, it will move the return to "Info Pending"
  • When efile is accepted, the client status will update to "Final"

Does Lacerte do any of this, or do we have to update status manually?

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sjrcpa
Level 15

You have to update manually.


ex-AllStar

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1 Reply 1
sjrcpa
Level 15

You have to update manually.


ex-AllStar

View solution in original post