Restore window does not show joint names

Forum|Forum|4 years ago
January 25, 2022
1 reply
8 views

Restore does not show joint names just first taxpayer. Should show all names to keep files separate.

Lacerte Tax

This topic has been closed for replies.

George4Tacks

Level 15

It should show exactly the same as your Clients Screen shows. Settings > Options > Display > in the box on the right you would hopefully have "Client Full Name, last name first"

Answers are easy. Questions are hard!

J

JohnTheresaAuthor

Level 3

Hello George,

I do have the full names, LNF on my screen but it does not back up that way. Also, the status dates that I set on my screen when I change status from Proforma to Info Pending does not get backed-up. The change of status shows but not the date. I use a passport to back up and then restore on another computer just in case this one crashes.

John

George4Tacks

Level 15

"restore on another computer" is the other computer configured the same way with full names, LNF?

I don't think I can help. This will likely need some help from a dreaded phone call to Lacerte Support. That will be a long time on hold at this time of year.

Try a few goofy things, like change the settings to show Full Name in the 2nd column and save. Try again and see what the restore looks like.

Drag the 2nd column into the first column and see what the restore looks like.

It is probably something really "dumb" and you will spend hours chasing it down. BEEN THERE. DONE THAT.

I wish you the best of luck. If you figure out what the problem is come back and share it.

Answers are easy. Questions are hard!

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