Can Lacerte automatically update client status?

[bliebert]

We just moved off of other tax software that will automatically update client status. For example:

• When a proforma'd client return is updated, it will move the return to "Info Pending"
• When efile is accepted, the client status will update to "Final"

Does Lacerte do any of this, or do we have to update status manually?

[sjrcpa · Accepted solution]

You have to update manually.