CDavid
Level 1

With IRS due diligence requirement and Covid absence of client meetings, the necessity to get a signature statement for the more than six months residency of children, we need to do mailings

on this topic, and can't find a Lacerte sort field for dependents that functions.  I tested group select

today for dependent more at least 1, and got a zero clients found within the entire practice.  I know thats not correct.  Something broken in this sort field eh?  Anybody found a workaround?

 

CDB

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