Is there a location to see the clients age for quick reference in Lacerte?
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You can add that as a column in the Client Screen. Settings > Options > Display > From Client information select Taxpayer age and/or Spouse Age and put in the display, then move up or down to where you want them to show.
Otherwise, NO.
You can add that as a column in the Client Screen. Settings > Options > Display > From Client information select Taxpayer age and/or Spouse Age and put in the display, then move up or down to where you want them to show.
Otherwise, NO.
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