libbi
Level 1
12-07-2019
09:02 AM
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Is there a location to see the clients age for quick reference in Lacerte?
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George4Tacks
Level 15
12-07-2019
09:02 AM
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You can add that as a column in the Client Screen. Settings > Options > Display > From Client information select Taxpayer age and/or Spouse Age and put in the display, then move up or down to where you want them to show.
Otherwise, NO.
Answers are easy. Questions are hard!
jlcsmokey
Level 1
12-07-2019
09:02 AM
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I have asked in prior year to add this function as a box or window in screen 1 & 2 next to the dates of birth that tells you the person's age as of December 31 of the tax year. It is important facts when entering this information and I need to spend a few seconds to calculate their age to continue a discussion.
George4Tacks
Level 15
12-07-2019
09:02 AM
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For any others that want to submit this, you do so using: Help (Alt + H) > Lacerte Feedback.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
libbi
Level 1
12-07-2019
09:02 AM
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Very good Idea, I've sent the feedback...its too easy not to just add that to the system.
George4Tacks
Level 15
12-07-2019
09:02 AM
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Easy, YES but what will they break in the process of adding this.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
