Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Link - Item on List is not complete.
Link - Item on List is not complete.
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Strongsilence-C
Level 10
01-28-2024
03:50 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
An item is marked complete that is actually not complete. Example: Please provide Form 1099. The client wrote a note that it would be provided in February. The item is marked complete.
1. Who marked it complete? 2. Can I reverse that, so it stays open?
Link shows that all 50 tasks and questions are complete. So, the tracking of the information is not correct. And I find it more difficult know that not all information has arrived and therefore to remind him to get it.
Labels
