In the Taxpayer Authentication screen there is a place for Expire Date for Drivers License. I would like to be able to run a report or filter out those clients that will have or have expired licenses.
Best Answer Click here
This discussion has been locked. No new contributions can be made. You may start a new discussion here
I remember a wonderful line from a movie I saw "It's nice to want things!"
What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter
Unfortunately, what you want is not one of things that filters. See image for Expir....
I remember a wonderful line from a movie I saw "It's nice to want things!"
What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter
Unfortunately, what you want is not one of things that filters. See image for Expir....
Our firm could really use the F3 function to filter on driver's license expiration dates. We would like to run a report now (in offseason) to be able to contact clients to get DL in now.
Please send in or call with a request for this. If you already have in the past, do it again! We need this report!
Go vote for this idea here: https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/search-on-drivers-license-expirati...
The more attention these get the better.
Additional information on submitting product feedback and suggestions can also be found here:
https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604?src=lsctie
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.