AGREED !

Let's talk FOUR MORE INTERFACE ITEMS THAT DO NOT WORK AND TAKE UP OUT TIME.

1. Add PDFs to return. Oh, how fun. If I add a PDF and re-enter screen 4 to add another, I cannot click add PDF --nope-- Lacerte assumes I'm changing the prior PDF. I must click add new PDF. SLOPPY.

2. Anyone ever press the ESC to go back to the previous screen and nothing happens? The we touch ti again. NOTHING. Then we touch it AGAIN AND BANG WE ARE KNOCKED OUT TO THE CLIENT MENU -- SLOPPY PROGRAMMING. JUST HORRIBLE FOR THE PRICE OF THE PROGRAM

3. The Client Info menu. Great if you are 25. Not so great if you are 55. The text is so small I am constantly entering the wrong screen. Yea, yea, I could enter the screen number and press enter. Ever tried that? Try it and see what happens. I enter 25 enter and win up in screen 2.

4. Type CTRL-I to search for a client. Type SMITH and press enter. CLIENT NOT FOUND. I have 13 clients with the last name of  SMITH. Good job for a $10,000 software package.

5. BIGGEST ONE THIS WEEK. Type a string such as Ameritrade Long  to enter the summary transaction amounts. I scroll thru the available options and find Ameritrade long term summary press enter and Lacerte enters a completely different Table Editor string.

SLOPPY - JUST PLAIN SLOPPY.

Next Year, I will try another package and try to convert a few data files. If it goes smoothly, I'm done with Lacerte. I do know that converting from ProSeries to Lacerte was a total pain in the neck. I would have done it quickly by re-keying every return from the prior year and doing a pro-forms.

6. Not sloppy but impossible to do correctly -  create or modify the Client Letter. I wanted to add a closing paragraph that stated. Your fees for the preparation of your 2021 Income tax returns is ______ and have Lacerte take the number from the Invoice screen. Doesn't work (and I know what I'm doing).

SLOPPY!  I have total trust in the integrity of the calculations and diagnostics.