Assign Complexity factor to clients

Forum|Forum|6 years ago
January 24, 2020
3 replies
13 views

Does Lacerte assign a complexity factor to clients so you can determine which level of staff to give the tax return to????

This topic has been closed for replies.

Best answer by Accountant-Man

I doubt it. I use Pro Series, but what you are asking for is a function of the professional, not software.

Accountant-ManAnswer

Level 13

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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D

Dale1Author

Level 3

Thanks. I cam from using UltraTax, and that was a feature.

Accountant-Man

Level 13

Curiously, what was it based on, forms used?

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George4Tacks

Level 15

No. You could use the prior year fee as an indicator.

Answers are easy. Questions are hard!

kreinard

Employee

I'm familiar with that in UT. I'll pass that to dev to look at.

D

Dale1Author

Level 3

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.

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