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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Batch downloading report of who worked on a return
Batch downloading report of who worked on a return
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wjonah
Level 1
05-04-2022
12:20 PM
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Is there any way to download a report of who worked on a return, as seen on the Client Log tab when you hit F4 (example here: https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/log-of-who-worked-on-a-re....)
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George4Tacks
Level 15
05-04-2022
04:12 PM
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Not really, but you could press F4. Print to pdf. Open pdf and save as rtf. Massage the rtf in to a file that could be input to a spreadsheet.
Answers are easy. Questions are hard!
wjonah
Level 1
05-04-2022
04:15 PM
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Ah I see. Sadly what I am trying to do can be done faster than that, and I was just trying to see if I can automate it somehow. Thanks for the reply!
George4Tacks
Level 15
05-04-2022
05:58 PM
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It would be even better if the codes that were messed with were in the report.
Answers are easy. Questions are hard!
