Solved
How to print the client list who has bank information from Lacerte?
Please guide me how to print the list of clients who has direct deposit of refund or paid the balance due from their bank account.
Van Mai
This topic has been closed for replies.
Possible (cumbersome) approach:
Highlight ALL clients. Go to "print - partial return", suppress all but Form 1040 (you'll get page 1 & 2 unfortunately), and print to a PDF file. Open the PDF and look for the ones that have bank info entered. You could then, with the PDF file open side by side with the Lacerte program, select the pertinent clients and print a custom data base report.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
