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client info/detail report

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client info/detail report

stacycpa

It would be nice if you could customize the Print-> Database Report Information-> Client Summary report to check-in clients the following year such as verifying address (available now), etc.

Some options I see as useful: phone & email FOR BOTH TP & SP, bank info (maybe last 4 of acct #), dependent NAME W/AGE as of 12/31, fed & state estimated tax amounts (and carryover if applicable),  etc.

Maybe only print the form they had instead of a list of all of them?  

Or allow the Custom report to be printed as a PDF with 1 client per page, and choose either landscape of portrait.  Currently, if you go over, it prints portrait and you end up with multiple pages with no option.

Thank you for the information. I'm changing this idea to "Open for voting" and we'll look into the mid-Oct discussion posted below. 

Status: Open for voting
0 Votes
Vote now if this is a good idea
3 Comments
Drphibes
Level 5

I'd be careful with the database report this year.  We found it not to be that accurate in some areas.  Here is the discussion from about mid-Oct:

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-database-preparer-repo...

stacycpa
Level 2

Thanks for the scoop on the accuracy issues related to this!

IntuitGabiU
Community Manager
Community Manager
Status changed to: Open for voting

Thank you for the information. I'm changing this idea to "Open for voting" and we'll look into the mid-Oct discussion posted below. 

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