Dale1
Level 3
01-24-2020
09:34 AM
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Does Lacerte assign a complexity factor to clients so you can determine which level of staff to give the tax return to????
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Accountant-Man
Level 13
01-24-2020
09:46 AM
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I doubt it. I use Pro Series, but what you are asking for is a function of the professional, not software.
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Dale1
Level 3
01-24-2020
09:57 AM
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Thanks. I cam from using UltraTax, and that was a feature.
George4Tacks
Level 15
01-24-2020
10:16 AM
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No. You could use the prior year fee as an indicator.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
Accountant-Man
Level 13
01-24-2020
10:56 AM
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Curiously, what was it based on, forms used?
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Employee
01-24-2020
02:21 PM
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I'm familiar with that in UT. I'll pass that to dev to look at.
Dale1
Level 3
01-24-2020
02:25 PM
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I assume it was deeper than that. Depreciation, forms, number of fields entered, carryovers, etc. just a guess.
Dale1
Level 3
01-24-2020
02:31 PM
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The one thing I really wish development addressed is a To Do tab in diagnostics. It listed all entry fields that had data entered the prior year, but has not yet had data entered. You could click on it and it took you right to that input field. UT has that feature as well. It was one of my final review steps to check.