RETURNS LOCKED IN FEB NOT TRANSFERRING IN PROFORMA.Affects 120 returns . Unlock, copy, and recalculate would take hours. simpler solution?

Forum|Forum|6 years ago
December 6, 2019
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Lacerte Tax

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Best answer by George4Tacks

Settings > Options > Display > Select Client Information and add Locked date to the Display. Move it to the top. Click Ok

Using the Locked date find the 120 and highlight them (Click and use down arrow). Back up those client

Using the Locked date find the 120 and highlight them (Click and use down arrow). Select Client > Unlock Return.

Using the Locked date find the 120 and highlight them (Click and use down arrow).

Those clients should still be at the top of your listing, highlight them again and proforma.

Doesn't sound like hours, but still tedious. Alternatively wait for a Lacerte fix in a new update?

George4TacksAnswer

Level 15

Settings > Options > Display > Select Client Information and add Locked date to the Display. Move it to the top. Click Ok

Using the Locked date find the 120 and highlight them (Click and use down arrow). Back up those client

Using the Locked date find the 120 and highlight them (Click and use down arrow). Select Client > Unlock Return.

Using the Locked date find the 120 and highlight them (Click and use down arrow).

Those clients should still be at the top of your listing, highlight them again and proforma.

Doesn't sound like hours, but still tedious. Alternatively wait for a Lacerte fix in a new update?

Answers are easy. Questions are hard!

George4Tacks

Level 15

@IntuitAlicia - Any chance of another update to fix this and other issues, such as organizers that waste paper by not really doing condensed organizers?

Answers are easy. Questions are hard!

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