amacpa
Level 3
08-28-2023
07:49 PM
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Just recently I noticed, along the top of Lacerte, below the Tabs and above the client name what appears to be a counter ' Available Choice Balance ' ?
What is this?
Is it a count down to the potential choices I could have made besides doing taxes?
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ML HFG LLC
Level 1
08-30-2023
09:52 AM
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CMcCullough
Level 3
08-30-2023
01:18 PM
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Are you saying this has to do with limits on returns that then lead to rep fees when you go over? We have started seeing this on our lacerte screen also.