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Kathleen1
Level 5
January 26, 2022
Question

how to set a filter to find clients with diagnostic ref. 56744 and 56747 "Information is invalid or missing." in Lacerte

  • January 26, 2022
  • 2 replies
  • 0 views

Is there a way to set a filter to find clients with diagnostic ref. 56744 and 56747 "Information is invalid or missing." in Lacerte so we can just reproforma those clients?

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2 replies

George4Tacks
George4Tacks
Level 15
January 26, 2022

Strictly a personal guess - NO.

When in doubt, delete all proforma clients you have not started on and go back to 2020 and do them again. 

Many preparers do not proforma until the client shows up. 

Answers are easy. Questions are hard!
K
Kathleen1Author
Level 5
February 4, 2022

Still hoping Lacerte will come up with a filter at least to identify the individual clients with the diagnostic reference 56744 Information is invalid or missing.  It would be extremely helpful.

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