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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.
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- How can you see the list of returns emailed to clients thru Lacerte? Besides the immediate list you see when you are about to sent an email?
How can you see the list of returns emailed to clients thru Lacerte? Besides the immediate list you see when you are about to sent an email?
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garydnelson
Level 1
04-16-2021
11:10 AM
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1 Comment 1
George4Tacks
Level 15
04-19-2021
09:55 AM
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No, but you could create a F4 Status for "emailed to client" and use that as a sort. You would need to set it up in Settings, then remember to set it when you email the return.
Answers are easy. Questions are hard!
