Is anyone experiencing incorrect due dates being assigned to their clients?

Forum|Forum|6 years ago
December 7, 2019
3 replies
18 views

The majority of our clients are Massachusetts residents, which should mean that the due date is 4-17-19. However, I have some Mass residents showing a 4-15-19 date, others with 4-17-19, and most with 4-18-19. For non-Mass residents, there seems to be an even mix of due dates showing as either 4-15-19 and 4-17-19. Customer service has no explanation for this.

Lacerte Tax

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Best answer by Kathi_at_Intuit

The Due Date will be incorrect if the client database needs to be updated. In Lacerte if you were to type in the search box in the upper right 'update database' and click Search it would bring you to this knowledge base article:

How to update client database with proper amounts when detail has changed

https://accountants-community.intuit.com/articles/1607881-amount&src=lsccoms

If a return is locked, it would have to be unlocked to update the client database. We recommend making a copy before unlocking.

Kathi_at_Intuit

Moderator

Could you tell me if you are seeing this on your Clients list?

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.**

J

jdreiversAuthor

Level 2

I am.

Kathi_at_Intuit

Answer

Moderator

The Due Date will be incorrect if the client database needs to be updated. In Lacerte if you were to type in the search box in the upper right 'update database' and click Search it would bring you to this knowledge base article:

How to update client database with proper amounts when detail has changed

https://accountants-community.intuit.com/articles/1607881-amount&src=lsccoms

If a return is locked, it would have to be unlocked to update the client database. We recommend making a copy before unlocking.

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.**

J

jdreiversAuthor

Level 2

I've never run that particular update, and am unfamiliar with what it will do to the data. So, just to be clear ... do I update the entire client database, including clients where detail information has already been entered? If not, how do I know which clients to select and which to leave alone?

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