Philip24
Level 1

This is a good starting point. 

What we use is the Client Detail table. this lists all the data written in input boxes. We use the code 800 to determine what proforma data exists in a return. You can print a blank input form from the Lacerte UI, which helps map input boxes in Lacerte UI to the backend Series Number and Code number.

 

Steffan, if you are aware of an easier way to fetch the input box to series/code combos using the config files I would love to hear it. 

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