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    How to change date on client invoice?

    Stanfan
    Level 1
     
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    5 Comments 5
    abctax55
    Level 15

    I just change the date on the computer.... but I think there's another way, likely on the 'Misc' tab.

    @George4Tacks  - do you know?

    "Tax software is no substitute for a professional tax preparer"
    George4Tacks
    Level 15

    Maybe @IntuitBettyJo can get the link fixed in my accepted answer at https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-do-i-get-the-date-to-... or look up the screen to do this in. 

    I know it is near the invoice input, enter as a negative to print on the 1040 and I am pretty sure it will pick it up on the invoice.


    Here's wishing you many Happy Returns
    abctax55
    Level 15

    Screen 5.1.  Client Letter - 3rd line down = date.  Enter as a ' - '    (as @George4Tacks said).

    It forces the date on the letter AND the invoice.

    Code 4 on Screen 5.1 if you speak batch entry.

     

    "Tax software is no substitute for a professional tax preparer"
    George4Tacks
    Level 15

    I am pretty sure that is what it said in https://accountants-community.intuit.com/articles/1858250-date-override-for-client-letter-and-client... before the "improved" things. 


    Here's wishing you many Happy Returns
    abctax55
    Level 15

    Oh... I didn't bother to click on the link as I thought it was (another) broken one 😉

    "Tax software is no substitute for a professional tax preparer"