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Lacerte Practice Summary

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Level 1

Any idea why the Annual Practice Summary doesn't add up?  Using proper client status and clients in dbase are correct but # of 1040/1040SR is off badly, some forms show as processed and I don't prepare those forms.  Brings in question the validty of the entire report

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6 Replies 6
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Level 15

I've used Lacerte for decades; it has NEVER been accurate.

It particularly has issues with "locked" returns.

We've all complained, to no avail.

Former Chump... umm.... AllStar.
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Level 3

What is this Practice Summary feature? The name of that tool seems like it would have some good stuff to pull out and look at, but with your message of it not being accurate - I guess I shouldn't look too hard into this tool? What else can it do? Where do I find it? I searched for practice summary in all of the toolbar drop-downs.

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Level 3

Is this part of the Intuit Practice Management (Karbon) tool? 

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Level 15

Highlight all active clients > Print > Database Reports > Summary Reports > Tax Practice Summary. 


ex-AllStar
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Level 1

I typically..in Nov or Dec..glance at the Practice Summary..little sooner this year.  My 2017 and 2018 are reasonably accurate..meaning dbase clients and 1040s, etc agree..couple odd forms that says I used..but nothing that bothered me too much.  But this year its badly off..and I don't use the "client lock".

Disappointing.  Why have it there if its not useful..to some extent.  But now reliability comes in question serious. 

And 30+ year Lacerte customer..as a CPA..and have generally been very pleased.  Now I have a little "glitch" that bugs me. 

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Level 15