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DUE DATE TRACKING
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valerie1
Level 2
01-20-2020
01:19 AM
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How do you get due date tracking on the display screen
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kgreen8393
Level 5
01-20-2020
10:30 AM
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If you would like the Due Date of the return to be listed on the main display, go to Setting>Options>Display and then add "Due Date of Return" the the Display box. You can also, move it up or down in the display to be listed where you want it. I believe you will need to do this in each module (Individuals, Partnership, S Corporations, etc.)
George4Tacks
Level 15
01-20-2020
10:39 AM
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Follow Change the information displayed at https://proconnect.intuit.com/community/help-articles/help/adjusting-user-options-in-lacerte/00/5190
Select Due Date from Client Information Group on the left then click the > to add it to the list. It may already be in the list, if so, move it up to where you want it. Click OK
NOTE: Often this is not correct until you have "processed" the return. Either look at views form OR Highlight the clients and select Client > Update Client Database. This sometimes happens after updates, especially if the 15th falls on a day off.
Here's wishing you many Happy Returns
