How to print the client list who has bank information from Lacerte?

[vmai]

Please guide me how to print the list of clients who has direct deposit of refund or paid the balance due from their bank account. 

Van Mai

[abctax55 · Accepted solution]

Possible (cumbersome) approach:

Highlight ALL clients. Go to "print - partial return", suppress all but Form 1040 (you'll get page 1 & 2 unfortunately), and print to a PDF file.  Open the PDF and look for the ones that have bank info entered.  You could then, with the PDF file open side by side with the Lacerte program, select the pertinent clients and print a custom data base report.

[George4Tacks]

I believe there is no way to do that. Maybe an employee can confirm.

[George4Tacks]

@IntuitAlicia = Could you confirm?

[IntuitAlicia]

I found a couple items that may help.  To get started with your client list you can highlight the clients you're interested in, then click the Print drop-down menu, and select Database Reports.  By utilizing the Custom tab you can see which options the program offers for sorting.  

Within the 'Forms and Schedules' options we have a few bank forms that would generate for these clients' returns.  For example; Consent to Disclose (RA), Consent to Use (RA), and Pay By Refund (RA).

In case I'm misunderstanding and you're not looking for Refund Advantage bank information, but you ARE looking for general bank information for direct deposit/payment I'm not finding a filter that would provide this information within the list.  

I can enter an enhancement request to add this option in our database reports/filters/export options.

[George4Tacks]

@vmai does this answer your question?
@IntuitAlicia I think the question is possibly about whether there is a check mark for direct deposit or direct debit. Here is what I think is a related question that was never answered and I question whether the original poster was really a Lacerte user https://accountants-community.intuit.com/questions/1729645-data-mine-bank-numbers

[IntuitAlicia]

We don't currently offer a way to identify these clients.  I'll go ahead and enter an enhancement request on my end.  You can also do the same from within the program by going to the Help drop-down menu and selecting Lacerte Feedback.