Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- restoring client changes client status
restoring client changes client status
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
LSTAX
Level 4
03-12-2022
06:45 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi,
I have a new problem when I restore a client into Lacerte. Once the old file is replaced with the new updated version, the Client Status "Documents Received" date is changed to the restored date and initials are cleared. Has anyone seen this before and know how to resolve this? I rely on status dates and I place different codes in the initials field for how I received the client info.
Thank you!
Labels
