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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*******
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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.


Answers are easy. Questions are hard!
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*******
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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. 


Answers are easy. Questions are hard!
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*******
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