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
- Intuit Accountants Community
- :
- User Groups
- :
- Community Ideas
- :
- Stop creating new clients in LACERTE DMS when one spouse dies - just use the same client file and change the name
Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Printer Friendly Page
- Report Inappropriate Content
Stop creating new clients in LACERTE DMS when one spouse dies - just use the same client file and change the name
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Stop creating new clients in LACERTE DMS when one spouse dies - just use the same client file and change the name
Stop creating new clients in LACERTE DMS when one spouse dies - just use the same client file and change the name
Submitted by jmiami on 04-25-2024 12:20 PMOver the years our LACERTE DMS file has so many unnecessary clients and it becomes difficult to manage and Archive them yearly. When one spouse dies, DMS should not create a new client file for the3 surviving spouse. The prior client file should be used with a name change to be the surviving spouse.
Find more ideas labeled with
Post comment
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.