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SEP IRA

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Level 1

How can I search our system to find all client that have SEP IRA accounts

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3 Replies 3
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Employee
Employee

You can add columns on your client screen for this. Go to Options, Display Tab, open the category for Adjustments to Income on the left and move those fields to the right side.

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Employee
Employee

or, you can create a filter for this that will show up at the bottom of the Filter box on the left side of the Client Screen:  https://proconnect.intuit.com/community/form-1040/help/creating-a-custom-client-filter/00/4032

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Employee
Employee

just realized i was answering a question for Tax Online, not Lacerte. Unfortunately in Tax Online there is not a way to identify those clients with an IRA or a SEP. I know this is something they are working on but I'm not sure of the timing of when it will be available.