Level 3

Query if a Client uses a Form

Forum|Forum|2 years ago
February 25, 2024
1 reply
16 views

In Lacerte, you can build a filter based on whether or not her return has a form. Is there a way to do that through the SDK?

thank you

Steffan

Level 4

You can query table [DATA6-Display Info] and [DATA7-Form Info]. They have all the same information as you're able to add via filter or a column in Lacerte.

For DATA6 you can use the references at the paths such as "C:\Lacerte\23tax\ind\usdbdef.i23" to find out what each column means, but for DATA7 I haven't found a reference for what values mean what, so I've found all mine via trial and error.

If you let me know what form you're trying to query I might have already figured it out.

Best,

Steffan

T

TGDonovanAuthor

Level 3

Thank you so much. First, I appreciate you and everyone for commenting this week that they were broken, too, it makes me feel better that I wasn't doing something wrong.

Second, thanks for responding here. I've never played with Data7 and will. I'm looking for an individual that used form 8606.

Steffan

Level 4

No problem at all, happy to help!

I have a tool for trial-and-error finding DATA7 fields. Create two clients, make the form appear in one, and compare the DATA7 tables... You're looking for C7_39 for Form 8606 (2023).

I must warn you though, DATA7 has NOT been consistent between years for me. Lacerte changes things up from year to year and you can't trust that C7_39 will still be Form 8606 in 2024, and it might not be that in 2022, etc.

Best,

Steffan

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