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In the Taxpayer Authentication screen there is a place for Expire Date for Drivers License. I would like to be able to run a report or filter out those clients that will have or have expired licenses.
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I remember a wonderful line from a movie I saw "It's nice to want things!"
What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter
Unfortunately, what you want is not one of things that filters. See image for Expir....
Answers are easy. Questions are hard!
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Our firm could really use the F3 function to filter on driver's license expiration dates. We would like to run a report now (in offseason) to be able to contact clients to get DL in now.
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Please send in or call with a request for this. If you already have in the past, do it again! We need this report!
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Go vote for this idea here: https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/search-on-drivers-license-expirati...
The more attention these get the better.
Additional information on submitting product feedback and suggestions can also be found here:
https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604?src=lsctie
