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Client Listing screen (immediately displayed after logging into Lacerte Tax)

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Level 1

Is it currently possible to include a column for the client's state revenue account/tax ID number in the Client Listing screen (immediately displayed after logging into Lacerte Tax?

If yes, then how?  If not, then why?

 

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Level 7

Maybe? (Seek and ye shall find! (Probably.)) 

Intuit Accountants Community > Help > Help Articles

Sorting the Clients list in Lacerte

Put the bunny, back in the box....
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Level 15
I do not see "client's state revenue account/tax ID number" as an item in the listing to sort by.

ex-AllStar
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Level 1

Your comment repeats my inquiry, specifically that Lacerte currently does not include "state revenue account/tax ID number" as an item available for insertion in the Client Listing.  Obviously, that omission is a system issue for the Lacerte development team.

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Level 15

Obviously, that omission is a system issue for the Lacerte development team.

Any product enhancement requests have to be submitted directly to Intuit.  THIS forum is  peer2peer user forum.

And, good luck (as in don't hold your breath...)

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
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Level 15
We agree with your wish. You need to contact Lacerte directly. https://proconnect.intuit.com/community/accounting/help/sending-an-email-to-lacerte-support/00/4763

ex-AllStar
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