Kathleen1
Level 4
01-26-2022
02:20 PM
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Is there a way to set a filter to find clients with diagnostic ref. 56744 and 56747 "Information is invalid or missing." in Lacerte so we can just reproforma those clients?
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George4Tacks
Level 15
01-26-2022
02:22 PM
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Strictly a personal guess - NO.
When in doubt, delete all proforma clients you have not started on and go back to 2020 and do them again.
Many preparers do not proforma until the client shows up.
Answers are easy. Questions are hard!
Kathleen1
Level 4
02-03-2022
06:03 PM
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Still hoping Lacerte will come up with a filter at least to identify the individual clients with the diagnostic reference 56744 Information is invalid or missing. It would be extremely helpful.
