pitstax
Level 3

I am a hundred years user of Lacerte and over those years EVERY employer and banks/brokers are passed along from year to year.  I have 700 clients and my database, even after period cleanup has over 2,000 entries.  Every couple of years I try to clean them up because many are duplicates or typos etc. that are retained.

I would LOVE to be able to run some sort of database report that would give me the active employers and banks/brokers so I can go in and get rid of the rest.  (I'm pretty sure that Enron won't be paying any more dividends any time soon...)  I've asked on several occasions but no one at Lacerte seems to care.

BTW, this is all refers to the Table Editor function.

I've got some programming background and I've tried to parse Lacerte data but it's just too buried for me to be able to read their files without a lot of effort which I don't have during tax season.  Anyone have any suggestions about how to see the active datapoints?

 

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