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- Is there a way to sort the client database for clients with qualifying children and generate a mailing label
Is there a way to sort the client database for clients with qualifying children and generate a mailing label
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CDavid
Level 1
07-27-2022
05:10 PM
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With IRS due diligence requirement and Covid absence of client meetings, the necessity to get a signature statement for the more than six months residency of children, we need to do mailings
on this topic, and can't find a Lacerte sort field for dependents that functions. I tested group select
today for dependent more at least 1, and got a zero clients found within the entire practice. I know thats not correct. Something broken in this sort field eh? Anybody found a workaround?
CDB
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