Re: What do you use "input sheets" for?

Karl

I feel like I should know this and have possibly been underutilizing Lacerte all these years, but I'm going to fight past my Chris Pratt meme of "at this point, I'm afraid to ask" and finally ask.

What do you all use the "input sheets" that these checkboxes affect? Are they for staff data entry, review...? Why would or wouldn't someone want to use them?

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Strongsilence-CPA

You asked what I thought of asking but didn't.

Amajane285

We use them to make sure our CRM is up to date with any change of email, address or phone number that might have been updated during the tax return preparation. They get printed after a return has been efiled/accepted and a support staff compares them to the record in the CRM.

Strongsilence-CPA

Hi, would you share about how many clients you have?

Amajane285

around 4,000.